AutomationCredit & Financial Services2026

Lendrix

A credit-solutions experience that guides prospective clients through service information, enquiry capture, and follow-up.

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2026

Automation experience

Credit & Financial Services

GoHighLevel

ClientLendrix

IndustryCredit & Financial Services

EngagementFinancial-service funnel design · GoHighLevel pipeline setup · Lead follow-up automation

Project year2026

✳Lendrix✳Financial-service funnel design✳GoHighLevel pipeline setup✳Lead follow-up automation✳GoHighLevel✳CRM✳Workflow automation✳Credit & Financial Services✳Automation✳Lendrix✳Financial-service funnel design✳GoHighLevel pipeline setup✳Lead follow-up automation✳GoHighLevel✳CRM✳Workflow automation✳Credit & Financial Services✳Automation

01The challenge

Finding the right problem to solve.

Financial-service enquiries need a clear first step and an organized way for a team to continue the conversation.

Context

How Lendrix entered the market

01 / 02

02The response

Shaped into a product people actually use.

GoHighLevel connects the service journey with structured contact capture, CRM stages, and follow-up workflows.

Financial-service funnel designGoHighLevel pipeline setupLead follow-up automation

03 GoHighLevel platform

The system behind every conversation.

11 key views presented at their natural proportions, from first impression to the details that make the experience work.

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A screen from the Lendrix GoHighLevel experience.

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A screen from the Lendrix GoHighLevel experience.

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Showcase 03
A screen from the Lendrix GoHighLevel experience.

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Showcase 04
A screen from the Lendrix GoHighLevel experience.

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Showcase 05
A screen from the Lendrix GoHighLevel experience.

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Showcase 06
A screen from the Lendrix GoHighLevel experience.

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Showcase 07
A screen from the Lendrix GoHighLevel experience.

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Showcase 08
A screen from the Lendrix GoHighLevel experience.

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Showcase 09
A screen from the Lendrix GoHighLevel experience.

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Showcase 10
A screen from the Lendrix GoHighLevel experience.

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Showcase 11
A screen from the Lendrix GoHighLevel experience.

Showcase 01 — 01 / 11
Showcase 01
A screen from the Lendrix GoHighLevel experience.

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Showcase 02
A screen from the Lendrix GoHighLevel experience.

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Showcase 03
A screen from the Lendrix GoHighLevel experience.

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Showcase 04
A screen from the Lendrix GoHighLevel experience.

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Showcase 05
A screen from the Lendrix GoHighLevel experience.

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Showcase 06
A screen from the Lendrix GoHighLevel experience.

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Showcase 07
A screen from the Lendrix GoHighLevel experience.

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Showcase 08
A screen from the Lendrix GoHighLevel experience.

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Showcase 09
A screen from the Lendrix GoHighLevel experience.

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Showcase 10
A screen from the Lendrix GoHighLevel experience.

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A screen from the Lendrix GoHighLevel experience.

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04Project snapshot

At a glance.

3Services included

3Core technologies

11CRM views

2026Project year

01Discover02Design03Develop04Deliver

05Project focus

What this project was designed to make possible.

01

Clear service pathways

02

Organized prospect details

03

Connected follow-up workflow

Technology stack

GoHighLevelCRMWorkflow automation

Paramount Tax & Accounting

Tax & Accounting · Automation

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Lendrix Case Study — Stackivo