How Finanshels grew business 25% with Gallabox

About Finanshels

Finanshels is a Dubai-based accounting and tax platform built to simplify financial life for SMEs and startups across the UAE and GCC. Instead of asking a founder to juggle a bookkeeper, a tax consultant, and a CFO separately, Finanshels brings bookkeeping, VAT, corporate tax, audits, AML compliance, and fractional CFO support under one roof.

Founded by Muhammed Shafeekh and Muhammed Musthafa, the company now supports more than 7,000 founders across the region, has accounted for over $1 billion in value and 500,000+ transactions, and in 2025 launched an AI-driven corporate tax filing portal that gets returns filed in under five minutes.

Leads without a source attached

Google Ads campaigns were working, in the sense that they kept generating leads, and more of them every month. But a growing number of enquiries isn't the same thing as a growing pipeline. Somewhere between the ad click and the sales conversation, the information that actually mattered, which campaign, which keyword, which piece of creative had brought that person in, wasn't being captured at all.

• Google Ads campaigns were generating a growing number of enquiries, but the marketing team had no clear way to trace which campaign or keyword actually produced each lead.
• Without that attribution, the team couldn't tell which campaigns were worth optimizing further and which were quietly generating junk enquiries.
• A high percentage of leads coming through digital campaigns turned out to be low-quality or irrelevant, slowing down the sales process with enquiries that never should have reached it.
• Finanshels had been relying on Zoho SalesIQ and manual tracking, neither built to capture detailed marketing attribution or connect that data directly into their CRM.

Why Finanshels chose Gallabox

Finanshels needed a way to capture exactly which campaign, keyword, or advertisement had generated each lead, and to carry that information into the CRM the sales team already relied on, without adding a manual step in between.

Gallabox addressed both requirements directly. UTM parameters and lead sources were captured at the point of contact, and that data was passed into Zoho CRM automatically alongside each lead's details, closing the gap that Zoho SalesIQ and manual tracking had left open.

The result gave marketing a clear view of which campaigns were actually generating qualified interest, and gave sales full context on every enquiry from the moment it arrived.

How they use Gallabox

• UTM tracking links every lead straight to the campaign that brought it in.
• Google Ads lead tracking shows exactly which ad, keyword, or campaign is actually driving qualified enquiries, not just raw click volume.
• WhatsApp chatbots ask the basics before a lead ever reaches sales, filtering out the ones that don't belong.
• Zoho CRM integration carries lead details and attribution data into the CRM together, automatically.
• Shared team inbox keeps pre-sales and sales working from the same conversation, so a lead moves to the right person without getting lost in a handoff.

Outcomes

• Finanshels estimates Gallabox contributed to approximately 25% of its overall business growth, driven directly by better lead attribution and more efficient campaign optimization.
• Employee productivity rose 35%, as automated UTM tracking and chatbot qualification replaced manual attribution work and filtered out low-quality enquiries before they reached a person.
• Marketing and sales now operate off the same attribution data, letting the team focus effort on campaigns proven to generate qualified leads rather than guessing at what was working.

What other financial services and SME-focused companies can do with WhatsApp and CRM integration

• Companies running paid campaigns at scale can track every lead back to its source, instead of losing that information somewhere between the ad and the CRM.
• Financial services and compliance-driven businesses can filter enquiries with a chatbot before they reach a consultant, protecting expert time for prospects who are actually a fit.
• Any business running marketing and sales as separate systems can connect both, so attribution and lead details travel together instead of needing to be reconciled by hand.
• Accounting and tax firms facing seasonal deadlines, VAT filing, corporate tax season, can send reminders to hundreds of clients at once instead of chasing each one individually.
• Firms offering multiple services under one roof can route an enquiry straight to the right specialist, bookkeeping, tax, or CFO support, instead of a generalist fielding it first and passing it along later.