Streamlining Deal Management for Asset Finance

Arblease is a leading name in machinery finance, and faced the classic growing pains of a scaling business… their entire deal management process was running on a manual Excel spreadsheet. This left the team with slow, error-prone workflows and little visibility on leads or deal progress, making it tough to deliver the seamless experience their clients expected.

PlugIt partnered with Arblease to completely overhaul their digital operations. Here’s how we brought their vision to life:

• Full CRM Integration:
  As a WordPress integration specialists, we architected and implemented a robust integration & automation between their website and Monday.com, transforming how the team tracks leads, customers, and finance deals. Now, every enquiry and application is captured, categorised, and managed within a single, cloud-based workflow.
• Automated Lead Management:
  Using Gravity Forms as the front-end, we set up seamless Zapier workflows to convert every form submission into actionable Monday.com items on conditional boards, be it a new lead, customer, or deal update. This eliminated manual data entry and ensured nothing slipped through the cracks.
• Real-Time Customer Communication:
  We built custom HTML email notifications and integrated Twilio for SMS updates, keeping customers informed at every stage, from initial enquiry to deal completion. This not only improved transparency, but also boosted customer satisfaction and trust.
• End-to-End Workflow Automation:
  The new system automates key touch points:
  – New leads trigger instant notifications for the sales team
  – Status changes in Monday.com can send tailored emails or SMS
  – Deal completions prompt follow-up actions, reducing admin overhead

• Efficiency: What once took hours of manual effort is now handled in seconds, freeing up the Arblease team to focus on building relationships and closing deals.
• Accuracy: Automated data transfer means fewer errors and a reliable, up-to-date CRM.
• Customer Experience: Clients receive timely updates, creating a more professional and reassuring finance journey.
• Scalability: The new setup is built to grow, easily accommodating new products, processes, or team members.

This project is a great example of how thoughtful web development and automation can totally transform a business. Arblease now enjoys a streamlined, scalable, and customer-centric workflow, leaving the old spreadsheet days far behind.