Fintech & Payments
Banking, Financial Services & Insurance
💸
Fintech & Payments

CRM for Fintech & Payments.
B2B pipeline. Trial conversion. Enterprise sales.

B2B enterprise sales CRM, trial-to-paid conversion, and partnership management for fintech and payments companies scaling globally.

B2B pipeline
Enterprise sales CRM
Trial to paid
Conversion tracking
Partnership CRM
Channel management
GDPR ready
Data compliance

Why Fintech & Payments CRM is different

Fintech CRM is a B2B sales and product problem

B2B fintech and payments companies face a unique CRM challenge — they need to manage long enterprise sales cycles with complex buying committees, while simultaneously tracking product usage, trial conversion, and expansion revenue from existing clients. Most CRMs handle one well. We design for both.

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Enterprise sales cycles with 8-12 stakeholders
Enterprise payments deals involve procurement, compliance, finance, IT, and operations. No single contact owns the decision. CRM must map buying committees.
Trial users not converting at expected rates
Free or pilot users are engaging but not converting to paid. Product usage data and CRM data are disconnected. No visibility into why.
Partnership and reseller channel not in CRM
Payments companies distribute through banking partners, ISOs, and resellers. These channels are not managed in CRM — revenue attribution is guesswork.

What we deliver

CRM services for fintech companies

CRM & Data
CRM Implementation
HubSpot or Salesforce for fintech B2B sales
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Gen AI
Predictive Analytics
Conversion prediction and churn signals
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DX
Customer Data Platform
Product and commercial data unified
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Branding
Marketing Operations
B2B demand generation and attribution
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CRM & Data
API & Middleware
Product analytics to CRM integration
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Client result

What we delivered for a Fintech & Payments business

All case studies →
Case Study
180% increase in marketing-influenced pipeline

Marketing Operations Rebuild for a B2B Healthcare Company — From Campaign Chaos to Scalable Engine

B2B Healthcare Company

A B2B healthcare company had a marketing team of six producing campaigns manually from spreadsheets. No campaign tracking, no attribution, no lead scoring. HubSpot had been purchased twelve months earlier and barely used.

180%
Marketing-influenced pipeline
22%
Campaign spend reduction
12 weeks
Foundation built
Zero→full
Attribution visibility
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"We had the tools and the team. We just needed someone to build the system that connected them. Celumai did that in twelve weeks. What we have now would have taken us two years to build ourselves."

He
Head of Marketing
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Insights

Articles written for Fintech & Payments professionals

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Article 7 min read

Partner Business Development in Professional Services: Making It Systematic

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Article 6 min read

CRM for Real Estate: How to Unify Portal Leads and Stop Losing Buyers

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Article 8 min read

How to Rescue a Failing CRM Implementation

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Regulatory & compliance context

We design CRM for fintech companies that satisfies GDPR and CCPA for user and customer data, PCI DSS data handling requirements for payments data, FCA and EMI regulations for UK-regulated fintech, MAS PSA compliance for Singapore payment institutions, and PSD2 data architecture requirements for European operations.

FAQ

Fintech & Payments CRM questions answered

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Free assessment — Fintech & Payments

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Fixed-price delivery options
NDA available on request