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Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of Propflo Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Habito Professional Services 59 $7M United Kingdom Propflo Propflo Real Estate CRM 2023 n/a In 2023, Habito integrated Propflo, deploying Propflo’s GreenVal and PortfolioAudit modules into its mortgage-broker customer journey. The deployment positioned Propflo as Habito’s Real Estate CRM to surface tailored energy-efficiency business cases and retrofit guidance to homeowners. Propflo’s PortfolioAudit was configured to segment Habito’s homeowner population and drive targeted campaign delivery, while GreenVal produced homeowner-facing reports that presented supplier quotes and retrofit recommendations. Implemented capabilities included customer segmentation, homeowner report generation, supplier quote presentation, and integration of business-case modeling into mortgage advisory workflows. Operational scope focused on homeowner-facing sales and marketing touchpoints within the mortgage-broker journey, aligning segmentation to campaign and referral channels. The Propflo go-live in 2023 produced reported outcomes including referral revenue up to £1,000 per property and campaign open rates reaching 68%.
Molo Tech Banking and Financial Services 45 $4M United Kingdom Propflo Propflo Real Estate CRM 2023 n/a In 2023, Molo Tech partnered with Propflo to deploy Propflo across lender and landlord engagement workflows. The engagement introduced Propflo’s GreenVal retrofit tool and HomeHub capability to identify at-risk buy to let properties, present compliance options, and provide direct supplier quotes as part of lender customer engagement and portfolio management, following a successful summer pilot that produced increased engagement and was rolled out in 2023 using Propflo GreenVal and HomeHub for quote and work management. Propflo was configured to serve as a Real Estate CRM, with GreenVal executing energy retrofit assessments and compliance option workflows, and HomeHub handling quote generation and work order management. Configuration focused on property risk profiling, compliance option presentation, supplier quote capture, and work management capabilities consistent with Real Estate CRM functional workflows. Operational coverage included lender front office, customer servicing, and portfolio management teams engaging landlords and buy to let portfolios in the United Kingdom. The implementation enabled direct supplier quote flows into Propflo and embedded HomeHub into lender customer engagement channels and portfolio review processes. Governance centralized decisioning around compliance options within Propflo and standardized quote and work management processes for supplier interactions, the summer pilot informing a staged rollout completed in 2023. Increased engagement during the pilot was cited as the validation signal for the full deployment.
Propflo Professional Services 27 $2M India Propflo Propflo Real Estate CRM 2023 n/a In 2023, Propflo deployed Propflo Real Estate CRM on its public website to centralize lead capture and property marketing. The deployment establishes Propflo, the company, using the Propflo application as the primary customer and property relationship platform. Configuration emphasized typical Real Estate CRM capabilities including web lead capture forms, contact and tenant management, property listings linked to CRM records, pipeline management for sales workflows, appointment scheduling and basic analytics reporting. Automation routed inbound website leads into structured CRM records and classified opportunities by property type and deal stage to streamline sales and operations workflows. The implementation is delivered as a vendor-managed cloud-hosted SaaS and is integrated directly into the public website for form-based lead ingestion and initial engagement. Operational scope covers the firm’s sales and operations functions, with governance focused on centralizing customer and property data as a single source of truth, role-based access controls and standardized lead handling processes to enforce consistent follow up.
Construction and Real Estate 300 $12M United Kingdom Propflo Propflo Real Estate CRM 2023 n/a
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