Case study · Business brokers
Business Transfer Group: a brokerage on one connected platform.
Business Transfer Group moved onto the Coreflow business platform, keeping the website, Mailchimp, Adobe Sign and Sage that still earned their place. Six hours of daily admin became six hours of selling. New enquiries answered in under a minute, day or night.
No big-bang project. The tools worth keeping connected straight in, the patchwork holding everything together was replaced by the platform, and the team kept working throughout.
Headline outcome
Instead of losing a role, the brokerage created one. The hours that used to disappear into data entry and chasing now go into closing deals.
One of the UK's leading business brokers.
Business Transfer Group, including Blacks Business Brokers, is among the UK's number one business brokers. Around 30 people across four offices, delivering a personal service to entrepreneurs buying and selling businesses.
The same systems had run the business for over a decade. Growth exposed the limits. Today the brokerage runs on the Coreflow business platform, with the tools worth keeping connected straight in.
Auto-acknowledgement for new enquiries, 24/7
Routine admin on enquiries
Accuracy on routine checks
Website, Mailchimp, Adobe Sign and Sage kept and connected
A brokerage that had outgrown its own admin.
Growth had exposed a bottleneck. Hundreds of enquiries were arriving every day, at all hours, and each one needed real manual work to process.
The people handling admin were the same people who should have been closing deals. Six or more hours a day went into data entry, checking details, sending acknowledgements, and chasing NDAs.
Overnight enquiries were not touched until well into the next working day. In a market where buyers and vendors expect an instant response, that delay was a poor first impression, and momentum was lost to faster competitors.
The root cause was not the people, and it was not the tools. It was disconnected systems and manual processes that could not scale with the business.
"These days, customers want instant responses. If we don't deliver that, particularly to initial enquiries, we lose the momentum with the customer."
Move to the platform. Keep what still earns its place.
The old setup had hit its ceiling. The answer was not to bolt on more software, and not to rip out everything overnight either. Phil wanted practical results, one step at a time.
The good tools stayed
The website, Mailchimp, Adobe Sign and Sage were all earning their place. There was no case for replacing them. They just were not talking to each other.
The platform took the centre
The patchwork holding everything together was replaced by the Coreflow business platform. The kept tools connected straight in, and the team kept working throughout, with less friction every week.
This is the "move to the platform" path in practice. Core operations moved onto Coreflow, the tools worth keeping stayed and connected in, and the recommendation was made for their business, not for our pricing.
What got connected
We tackled improvements one at a time, with one rule: every change had to earn its place. The Coreflow platform sits at the centre, and each integration built on the last.
Instant enquiry capture
APIs pull enquiries from key lead sources straight into the platform, with reference lookup and confidentiality rules applied automatically. No more manual data entry, and an immediate acknowledgement every time.
The website feeds the workflow
Their existing website stayed and now plugs into the platform, so web enquiries land in the same connected workflow as every other source instead of starting from scratch in an inbox.
Automated workflow logic
The repetitive decision-making that ate up hours every day is now programmed. Acknowledgement emails, NDA requests, and follow-ups trigger on their own, reliably, on the right rhythm.
Vetting, NDAs and approvals in one place
Structured buyer vetting before any business detail is shared, vendor approval on who progresses, and the NDA handled as an online audited acceptance, with no signing step at all. That removed the old emailed-PDF and e-sign step for NDAs entirely, with the full audit trail captured by default.
Contracts signed and filed
Adobe Sign handles the contract stage. Sales agreements and instruction documents are e-signed, with signed copies flowing back into the platform against the deal.
Invoicing without switching systems
Invoices raised on completion straight from the workflow, so finance stays connected to the deal instead of sitting in a separate silo.
"Someone sends us a request, and although there are various factors to consider, it's the same logic every time. Now it's automated, reliable, and instant."
The numbers
What was once more than a full-time job now takes a fraction of the day. The team focuses on adding real value, and customers get the instant, professional response they expect.
What this proves
One brokerage, one connected platform, and a clear pattern we see again and again.
A connected platform
One joined-up flow from first enquiry to final invoice, instead of five tools and a person remembering the next step.
Best of breed by design
The website and tools worth keeping stayed and connected straight in. The patchwork that no longer fit was replaced by the platform. No big-bang project, no team retraining.
Built around broking
A practical roadmap shaped around how a brokerage actually runs, delivered by people who understand the work, not a generic transformation project.
"Streamline Digital has taken a huge headache away and provided us with a huge jump in productivity. It has made something that was labour-intensive and difficult to train into something that is reliable and instant."
Take a closer look
Three closer looks at how Coreflow actually fits together.
Every user works through the platform. The platform talks to every integration. No more copying data between systems or wondering which version is correct.
Your website is part of the system, not just a brochure
For most brokerages, the website sits separately from the rest of the process. Enquiries come in, get emailed around, and the workflow starts from scratch every time.
With Coreflow, the website is a working part of the system. It captures enquiries, presents listings, guides users to the next step, and feeds directly into follow-up, qualification, agreements, and progression.
A better digital front door
Fewer gaps. Faster action. A clearer experience for buyers, sellers, and your team.
Enquiries come from multiple places. Your website, BusinessesForSale.com, referrals, campaigns, and other inbound channels. The real value comes from bringing them into one connected process.
The enquiry is not just captured. It becomes part of a wider follow-up, agreement, and sales workflow designed to move opportunities forward faster.
Lead sources
Website, BusinessesForSale.com, Rightbiz, referrals, campaigns, and other inbound channels.
Connected workflow
Lead capture, qualification, follow-up, broker routing, agreements, and progression.
Commercial outcome
Faster response, better follow-through, improved productivity, and more deal capacity.