American Direct Funding

American Direct Funding is a lending company that makes it easy for small and mid-sized businesses to obtain funds in a simple, efficient, and hassle-free manner. Their aim is to evolve from an outdated lending process to a simple and efficient business funding model.

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Project Name

American Direct Funding

Client Name

Mark Mendoza

skills

Challenge

The major challenge our client was facing was twofold: generating leads on its website and managing and integrating those with the CRM they were using.

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Proposed Solution

Codup built a Gravity Forms solution on their website with a multi-step process, which was achieved through front end development. After building the forms, we built custom integration of Gravity Forms with Freshsales, the CRM they were using to manage their leads and contacts.

With this integration installed, American Direct Funding could now easily manage their leads. When a user submitted the form on its website, the integration created the entry on Freshsales simultaneously.

Results

The result was an automated workflow that made it easy for American Direct Funding to manage their leads and contacts in one place without having to do any manual data entry into the CRM. Plus, with our custom form solution, our client’s customers enjoyed a better user experience, which led to an increased number of leads for our client.

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