SOHO Wealth CRM

Project Overview

SOHO Wealth Group's team was handling calls, follow-ups, documents and bookings across separate tools. DRIBBLOX designed and built a custom CRM, live at crm.sohowealthgroup.com, with an AI voice assistant at its centre, so every enquiry is captured, qualified and followed up without extra admin.

The CRM brings calls, leads, contacts, meetings, messages, emails, website submissions, partners, documents and support requests into one dark, focused workspace built around the way a credit and funding team actually works.

The Challenge

Credit repair and funding enquiries arrive at all hours, often from people who need answers quickly. Missed calls meant missed clients, and manual follow-up across email, text and spreadsheets slowed the team down.

The firm also handles sensitive financial information, so the system had to be secure by design, with clear permissions over who can see and delete records.

Our Approach

We started with the phone. Ashley, an AI voice assistant, answers the firm's line in English, Spanish and Chinese, understands whether a caller needs credit help or funding, and logs every call with a transcript, summary and outcome.

Every conversation becomes a lead on a pipeline board, split by credit, business and personal funding. Booking links and confirmations go out automatically by email and SMS, and booked meetings appear in one calendar view.

Behind the scenes we added a secure document upload centre for client files, a partner programme with referral links, website form submissions that create contacts and leads automatically, and encrypted storage for sensitive client details with access logged.

What We Delivered

• Custom CRM: overview dashboard, calls, leads, contacts, meetings, messages, emails and support

• AI voice assistant for inbound calls in three languages, plus outbound calling

• Automated follow-up with email and SMS booking links and confirmations

• Document upload centre and partner referral system

• Secure by design: encrypted sensitive data, role-based permissions and audit logging

The Result

SOHO Wealth Group now answers every call, captures every lead and follows up automatically, with the whole client journey in one place. The team spends its time on clients, not admin.