How Emma built a revenue-generating CRM in 3 weeks without developers

Emma, a fast-growing B2C insurance platform, had recently raised $6.2M in Series A funding and grown to a team of 22. Looking to expand into the B2B market, they aimed to generate more revenue by providing qualified leads to financial advisors - and needed a new product to bring this idea to life.

Emma needed a solution to generate leads for financial advisors efficiently and cost-effectively. Jacomo wanted to build a CRM-like platform for advisors that could be customised to meet their specific requirements without having to invest a significant amount of time and resources.

Starting a new project can often take months, involving multiple meetings with the CTO and development team for analysis, time assessment, decision-making, and roadmap prioritisation. However, Emma needed to move quickly to respond to market changes. With Noloco, Jacomo quickly realised he had all the tools he needed enabling him to independently evaluate and launch the app in record time.

Jacomo discovered Noloco and found it to be the perfect platform to build the lead generation business on. With Noloco's ease of use and customization capabilities, he was able to deploy the app very quickly.

The platform Jacomo built acts as a CRM for financial advisors. Depending on the subscription package level chosen, advisors are provided with a set amount of leads per month. In the platform, advisors can login to view and manage their leads, make sales calls using the contact info provided and add notes about their clients.

Thanks to the app’s intuitive interface it didn't require extensive training or demos, resulting in extremely low customer support costs.

Emma Insurance's lead generation platform built on Noloco has become a significant source of revenue for the business. They aim to reach $1 million in revenue from this business line alone. Financial advisors can purchase lead packages through a subscription model, and the platform's intuitive interface has led to high user adoption and minimal support needs.

Emma plans to continue using Noloco for future projects and explore additional opportunities for growth. The platform's flexibility and agility have impressed Emma’s investors and provided the company with the ability to adapt to market demands effectively.

Overall, Noloco has proven to be an invaluable tool for Emma Insurance, enabling them to generate leads for advisors, increase revenue, and streamline their business operations.