CRM
Dixon Wealth Organization
End-to-end CRM in GHL, from client onboarding to dispute resolution with DisputeFox integration.
The Challenge
The financial firm managed onboarding, document collection, and dispute tracking across disconnected tools, creating manual handoffs and missed follow-ups.
The Solution
Built a complete CRM system in GHL covering client onboarding, document collection, Voice AI inquiry handling, and a custom integration connecting DisputeFox dispute data directly into GHL.
Key Features
- Voice AI agent for inbound inquiries
- Automated onboarding & document collection
- DisputeFox ↔ GHL data sync
- End-to-end dispute pipeline tracking
Results
100% automated onboarding, 24/7 inquiry handling.
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