Industry: Fintech / Digital Payments
Website: tumatap.com
Challenge:
Tuma Tap was expanding its merchant network and needed a system to manage thousands of merchants, partners, and internal sales processes — all while maintaining compliance and clear communication across departments.
Our Solution:
We implemented HubSpot CRM to centralize merchant onboarding, automate agent follow-ups, and build custom pipelines for POS deployments and bank partnerships. Tailored workflows were set up for customer support, device provisioning, and KYC management.
Results:
Unified visibility across customer support, operations, and finance teams
300% increase in onboarding speed
4X improvement in sales team task management