Case Study: BloomSmith

Formed in 2015, BloomSmith provides VAT-bridging loans on real estate transactions to address funding and loan-to-value shortfalls in the lending market. Their customers are mainly experienced borrowers who are looking to benefit from an intelligent transaction structure in preference to a fixed legal charge.

Before adopting SpotlerCRM in 2019, the company’s process for contact management was using a combination of whiteboards and spreadsheets to manage their data and customer relationships. As the business grew and their aspirations became more complex, they realised they needed a more sophisticated system to manage this. That’s when they turned to SpotlerCRM.

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