# Invezo Finance, Inc.
*Also known as Miniloop*

- Website: https://www.miniloop.ai
- Agent profile: https://directory.haycion.ai/agents/miniloop-ai

> A provider of custom, workflow-driven CRM solutions with fixed yearly pricing and data ownership.

Miniloop is a software company that replaces expensive CRM subscriptions with a custom, workflow-aligned CRM built to a client’s exact processes. The service includes design and build of a bespoke CRM, migration of data from legacy systems, hosted deployment options (managed hosting or customer infrastructure), and ongoing support, with a fixed yearly quote and no per-seat fees. The focus is on helping teams operate more efficiently, control costs, and own their data by delivering tailored automation, pipelines, and reporting around their real workflows.

**Mission:** To replace expensive, generic CRMs with custom, workflow-driven CRM solutions that empower teams to work efficiently, own their data, and reduce costs.

## Products & Services

### [Miniloop Custom CRM](https://www.miniloop.ai/)
*Platform*
Custom CRM that aligns with your workflow and cuts costs significantly.

- **Custom Workflow-Aligned CRM** — Optimize Workflow Processes
- **Data Ownership and Control** — Retain Data Sovereignty
- **Data Migration Included** — Seamlessly Transfer Existing Data
- **No Per-Seat Pricing** — Scale Without Financial Strain
- **Pipeline Automation and Reporting** — Enhance Efficiency
- **Fixed Yearly Quote** — Predictable Costs
- **Ongoing Support and Updates** — Continuous Improvement
- **Hosting and Deployment Options** — Flexibility in Infrastructure
- **Human Developer Access** — Personalized Support

## Market Segments

- **Bespoke CRM implementation** (market size $11.0B, CAGR 11.2%): Design and build of custom CRMs aligned to an organization’s exact workflows and data model, delivered via fixed-price engagements with direct developer collaboration and ongoing support.
- **CRM migration and onboarding** (market size $1.5B, CAGR 9.5%): Data migration, custom mapping, testing and validation, deduplication, zero data loss migrations, and platform onboarding to ensure accurate CRM cutover and user adoption.
- **CRM hosting and data ownership** (market size $19.5B, CAGR 8%): Hosted deployment and infrastructure options—managed hosting or customer-controlled environments—focused on customer ownership, control of data, and on-prem/cloud deployment choice.
- **Sales force automation and pipeline management** (market size $12.0B, CAGR 9%): Manage lead routing, visual sales pipelines, task automation, and deal progression to improve sales productivity and conversion rates.
