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Case Study: AHA Mortgages doubles year-over-year revenue with Salesmate

AHA Mortgages Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
AHA Mortgages
Industry
Financial Services
Challenge
Deals were tracked on pen and paper, and competing CRMs felt limiting or cumbersome.
Headline result
Pipeline automation across eight pipelines raised deal volume without longer hours

Key results

2x
Growth in year-over-year revenue
8
Sales pipelines managed simultaneously

The challenge

AHA Mortgages, a mortgage brokerage, tracked deals manually on pen and paper. The team evaluated other CRMs, including HubSpot, Pipedrive, and Zoho, but found them limiting, cumbersome, or lacking the functionality it needed.

The solution

AHA Mortgages implemented Salesmate CRM for pipeline management and task automation, running eight sales pipelines simultaneously and triggering activities for deal owners as deals move between stages.

Every time I move deals from one stage to another, what gets triggered is an activity for deal owners or relevant people. That's what helps us attain a high volume of deals without working 12 hours a day!

CA
Chris Adkins
President and CEO, AHA Mortgages

The results, in context

According to the published Salesmate customer story, AHA Mortgages achieved 2x growth in year-over-year revenue while managing a high volume of deals across eight pipelines, and reported doing so without extending its workday to twelve hours.

Products used

Salesmate Salesmate