100%
automated workflow, from app to CRM
Real-time
user tracking inside the pension app
0
manual handoffs between sales and product
All customer stories
From Manual Handoffs to Fully Automated Pension Savings Workflow
A leading Czech investment company connected their internal pension savings app with CRM and marketing tools, enabling real-time user tracking and automated lead processing.
The solution
End-to-end workflow connecting pension savings app with CRM and marketing
Conseq deployed Boost.space to build a complete workflow bridge between their internal pension savings application and the rest of their commercial stack. The integration connects Pipedrive CRM, email marketing tools, BigQuery, Facebook Ads lead capture, web analytics, and newsletter platforms into one unified pipeline.
Pipedrive CRM integration
Complete two-way sync between the pension savings application and Pipedrive for real-time lead and deal management.
Marketing tool connections
Email outreach, newsletter platforms, and Facebook Ads leads all flowing into one unified pipeline.
Real-time user tracking
Almost real-time monitoring of user movement and behavior inside the pension savings application.
BigQuery analytics
All data flowing into BigQuery for advanced analytics, reporting, and data-driven decision making.
With Boost.space acting as the integration layer, Conseq can now connect virtually anything with anything. New services, tools, or channels can be plugged in quickly without complex custom development.
The results
Fully automated workflow replacing manual processes
Fully automated
Complete end-to-end workflow replaced all manual and inefficient data handoff processes.
Real-time tracking
Near real-time visibility into user behavior inside the pension savings application.
End-to-end pipeline
Pipedrive, BigQuery, Facebook Ads, email marketing, web analytics, and newsletters all connected.
Rapid iteration
New services and tools can be connected quickly without complex custom development.
Boost.space
Before and after Boost.space
Before
No connection between pension app and commercial tools.
Manual, error-prone data handoffs between teams.
Zero visibility into user behavior in the app.
Connecting new tools was complex and slow.
No centralized analytics or reporting.
Facebook Ads leads handled manually.
After
Complete automated workflow across all systems.
Real-time two-way sync with Pipedrive CRM.
Near real-time user movement tracking.
Plug in new services quickly via Boost.space.
All data flowing into BigQuery for insights.
Automated lead capture and routing.
“Boost.space allowed us to iterate quickly and easily connect new services like CRM or marketing tools. Connecting different systems is often complex and time-consuming, but with Boost.space we can connect almost anything with anything and significantly accelerate our development.”
— Jan Charouz
Project Leader, Conseq
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