Fintech platform (product-led growth)
Name withheld at the client's request
PLG Fintech Doubles Warm Pipeline from Contacts Already in the CRM
A product-led fintech platform sees more than 20,000 signups a month. Many of them use personal email addresses, so sales could not see which company was behind them. Our system matches these signups to their employer and turns them into business profiles. Around 80,000 personal addresses were converted this way, and warm pipeline from contacts already in the CRM doubled.
Published November 2026 · Figures: Reported by the customer
2×
Warm pipeline from CRM contacts
20,000+
Signups per month
~80,000
Personal emails matched to an employer
Background
Seed-funded fintech platform from North America that grows through self-service signups (product-led growth) and also has a sales team for larger customers.
At a glance
Challenge: Signups with personal addresses
Solution: Employer identified automatically
Result: ~80,000 business profiles
Challenge: Warm contacts unused in the CRM
Solution: Profiles enriched in the CRM
Result: Twice the warm pipeline
Challenge: Sales can't see which company uses the product
Solution: Prioritization by usage within each company
Result: Targeted outreach to existing user companies
The Challenge
The platform did not have a reach problem but a visibility problem: a large share of signups came in with Gmail or other personal addresses. To sales, these contacts were anonymous, even though they included employees of companies that were potential customers.
- 1More than 20,000 signups a month, many with personal email addresses
- 2Sales could not tell which company was behind a signup
- 3Warm contacts sat unused in the CRM
The Solution
We built a system that identifies the employer behind every signup with a personal address and creates a business profile from it. Sales can now see which companies already use the product and focus their efforts there.
- Step 1
Employers identified for signups with personal email addresses
- Step 2
Personal contacts turned into business profiles
- Step 3
Profiles enriched directly in the CRM
- Step 4
Sales prioritizes companies whose employees already use the product
Before and after
The Results
Twice the warm pipeline, without buying a single new contact
The pipeline did not grow through more reach but through contacts that were already there. Around 80,000 personal addresses were matched to an employer.
- Warm pipeline from existing CRM contacts doubled
- Around 80,000 personal email addresses matched to an employer
- Running continuously for more than 20,000 new signups a month
Frequently asked questions
Customers sign up on their own and try the product before anyone from sales talks to them. Sales steps in where a company is already using the product.
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warme Pipeline aus bestehenden CRM-Kontakten
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