Challenge
What began as a simple lead management request quickly revealed deeper operational needs. M Capital run frequent financial education seminars, attracting both new and returning clients. The CRM therefore had to detect duplicates, connect individuals to the right administrator, and feed seminar data back into the main system accurately.
The company also operates with around 400 independent contractors in a hierarchical structure similar to multi-level organisations. Leads needed to be allocated intelligently and automatically reassigned if they were not actioned within a set timeframe.
Beyond that, management required clear visibility over lead sources, client journeys, and contractor performance, making data accuracy and robust reporting essential parts of the build.
What began as a simple lead management request quickly revealed deeper operational needs. M Capital run frequent financial education seminars, attracting both new and returning clients. The CRM therefore had to detect duplicates, connect individuals to the right administrator, and feed seminar data back into the main system accurately.
The company also operates with around 400 independent contractors in a hierarchical structure similar to multi-level organisations. Leads needed to be allocated intelligently and automatically reassigned if they were not actioned within a set timeframe.
Beyond that, management required clear visibility over lead sources, client journeys, and contractor performance, making data accuracy and robust reporting essential parts of the build.
Solution
We created a custom CRM designed specifically for M Capital’s operational model. The core of the system was an intelligent data importer capable of recognising existing clients, separating them from new seminar leads, and assigning them to the correct administrators or contractors.
We built bespoke user journeys that guided contractors through predefined steps for managing clients and leads, ensuring consistency and accountability across the organisation. Automated rules redistributed inactive leads to prevent opportunities from being wasted.
To support management and decision-making, we developed detailed reporting dashboards covering client activity, lead sources, conversion paths, and contractor performance — all updated in real time. This allowed leadership to monitor trends and assess which campaigns or users were delivering results.
We created a custom CRM designed specifically for M Capital’s operational model. The core of the system was an intelligent data importer capable of recognising existing clients, separating them from new seminar leads, and assigning them to the correct administrators or contractors.
We built bespoke user journeys that guided contractors through predefined steps for managing clients and leads, ensuring consistency and accountability across the organisation. Automated rules redistributed inactive leads to prevent opportunities from being wasted.
To support management and decision-making, we developed detailed reporting dashboards covering client activity, lead sources, conversion paths, and contractor performance — all updated in real time. This allowed leadership to monitor trends and assess which campaigns or users were delivering results.
Results
The platform has become a central operational tool for M Capital. Seminar leads are now imported and categorised automatically, dramatically reducing manual work and improving data accuracy. Returning clients are correctly identified, ensuring consistent records across the entire organisation.
Contractors follow clear, structured client journeys, while management benefit from rich reporting and visibility over performance at every stage. Automated lead reassignment ensures no potential client is overlooked, creating a more efficient and scalable workflow.
The CRM now underpins M Capital’s growth — connecting education, client management, and financial services with a system built around their unique structure.
The platform has become a central operational tool for M Capital. Seminar leads are now imported and categorised automatically, dramatically reducing manual work and improving data accuracy. Returning clients are correctly identified, ensuring consistent records across the entire organisation.
Contractors follow clear, structured client journeys, while management benefit from rich reporting and visibility over performance at every stage. Automated lead reassignment ensures no potential client is overlooked, creating a more efficient and scalable workflow.
The CRM now underpins M Capital’s growth — connecting education, client management, and financial services with a system built around their unique structure.