Discover how Committed to Capital replaced a basic WP Form with a Typeform qualification funnel that helped route better-fit funding inquiries, automate CRM follow-up, and create a faster path from application interest to booked demo.
63%
increase in demo requests
40%
fewer unqualified calls
02
CRM integrations
Multiple
connected channels
Previously, Committed to Capital used WP Forms to collect basic contact and funding inquiries. The form worked for simple submissions, but it did not give the team enough structure to qualify business owners before a sales conversation.
The team needed to understand each prospect’s funding needs, business stage, credit profile, timing, and level of intent before routing them into the right workflow. Without that structure, staff had to manually review submissions, copy details into CRM tools, and coordinate follow-ups across different platforms.
This created extra admin work and made it harder to separate serious funding inquiries from low-fit leads. As a business built around fast decisions and clear support, Committed to Capital needed a smoother intake process that matched the speed promised on its website.
We replaced the basic WP Form with a Typeform qualification funnel designed to guide business owners through a clearer funding inquiry process.
The Typeform captured key qualification details upfront, including funding interest, business needs, and readiness to speak with the team. We then connected the funnel with Pipedrive and HubSpot so qualified submissions could automatically create or update CRM records.
Communication tools were connected to trigger instant notifications and follow-up workflows. Social media lead sources were also routed into the same automation system, giving the team one connected process for handling inquiries from multiple channels.
Instead of manually sorting submissions, Committed to Capital now has a cleaner lead flow that helps the team respond faster, organize CRM data, and prioritize prospects who are more likely to move forward.
Committed to Capital provides fast, flexible small business financing for companies that need working capital, lines of credit, equipment financing, SBA loan guidance, commercial mortgages, factoring, revenue-based financing, and startup funding.
The company positions itself as an alternative to traditional banks, helping business owners access funding with speed, clarity, and personal support. Its website highlights decisions within 24 to 48 hours, funding from $10K to $5M, terms from 6 to 60 months, and dedicated advisors for every client.
"Before Typeform, our team spent too much time reviewing inquiries that were not a good fit. The qualification funnel helped us capture better information upfront, route serious prospects faster, and focus our sales efforts on conversations that matter."
Committed to Capital
