Case study Finance / Workflow Automation

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.

100%

automated workflow

Real-time

user tracking

manual handoffs

The problem

No connection between the pension savings app and the sales & marketing stack

Conseq is one of the largest investment companies in the Czech Republic, managing billions in assets across mutual funds, pension savings, and private equity. Their internal application for arranging pension savings had no integration with the commercial team's tools.

Every lead, every user interaction, and every status change in the pension savings app was invisible to the sales and marketing teams. Data was passed around manually, if at all, creating blind spots and bottlenecks at every step.

Key pain points:

No connection between the internal pension savings application and CRM or marketing tools
All data handoffs between teams were manual and error-prone
No real-time visibility into user behavior inside the pension savings app
Sales team had no way to time outreach or personalize follow-ups
Connecting new services or tools required complex, time-consuming custom development

Without real-time visibility into user behavior inside the app, the commercial team had no way to time their outreach, personalize follow-ups, or identify drop-off points. Everything was manual, slow, and unreliable.

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 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.”