Setting up the automation in Zoho has improved our speed and efficiency by tenfold, if not more.
- INDUSTRYFinancial services
- Key Apps Zoho One: Zoho CRM, Zoho Sign, Zoho Desk, Zoho Analytics.
"Setting up the automation in Zoho has improved our speed and efficiency by tenfold, if not more. We've got so many customers, and our loan book is huge now. We're also writing a lot of business without too many additional resources, which is quite fantastic."
Plenti has been a key player in the Australian finance sector offering personal loans, car loans, and renewable energy loans since 2014. As a publicly listed company on the ASX, they are known for their commitment to delivering flexible finance options across Australia. Their core customer base includes individuals and businesses seeking tailored finance solutions, and they have rapidly expanded their reach across the country.
As Plenti’s customer base grew, along with their product offerings and team size, they needed a scalable solution to manage the increasing complexity of their operations. They turned to Zoho One, an all-in-one suite of 50+ integrated apps. Zoho One allowed them to streamline customer management, enhance data analysis, and maintain a high standard of customer support across all departments.
"We really liked the kind of ethos of the Zoho platform, which was about the capabilities to do deep integrations, move quickly and be agile to keep up with the speed of our business growth, and add new functionality as we needed it."
This deep integration and agility allowed Plenti to scale their operations smoothly and keep up with their rapid expansion while responding quickly to customer needs.
With Zoho CRM, they centralised customer data, while Zoho Analytics provided deep insights to help them make informed decisions quickly. Zoho Desk transformed their customer support by automating ticket management and categorising customer requests to ensure that each department can efficiently track and resolve issues.