CRM Success Stories: How Companies in 2025 Industries Drive Results

VipeCloud CRM helped The Franchising Company improve their sales processes. The case study... highlights the benefits of using VipeCloud's CRM platform. It focuses on streamlining sales and marketing efforts.
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Freedom Software helped Springfield JCC update their old software and website. The new system... includes a modern website, member portal, event registration, CRM, email marketing, and finance tools. Staff no longer do manual finance work. Members can register for events online and use dynamic forms. Custom features like pool schedules and voucher purchases make things easier. The new solution improved user experience and operations for Springfield JCC.
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4Degrees helped Alcorn Partners automate manual tasks and replace Excel with a single CRM system. The team used... to spend a lot of time entering and sorting data in spreadsheets. With 4Degrees, they now track contacts and deals in one place and sync email interactions automatically. This change saved them hundreds of hours. The team can now focus on building relationships and finding new investments.
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Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made... the loan process faster and more professional for customers. My Mortgage used Floify to streamline document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.
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Pipedrive helped Interesting Content, a UK-based video production agency, grow sales by 4x. Before Pipedrive, they... tracked leads on paper and Google Sheets, which was slow and messy. With Pipedrive, they moved 2,000 customer records into one CRM. The team now tracks every lead and deal in one place. This led to a 4x increase in deals, sales, and revenue. Pipedrive made their sales process clear and predictable.
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Insource Ltd, a healthcare software company, needed a new CRM system as their existing one was not suitable for their growing business. They chose Gold-Vision... CRM to unify lead generation, sales, and project delivery processes. The solution provided a complete view of the customer journey, project tracking, and Microsoft Suite integration. As a result, Insource streamlined processes, improved sales automation, and enhanced project management. They also benefited from webform integration for capturing leads.
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Dubsado helped Berlez, a wedding photography business, grow their business by 20% year-over-year. Berlez switched from... an old CRM that caused friction and lacked branding options. With Dubsado, they streamlined client communication, used branded forms, and improved their client experience. The mobile app and automations saved time and let them respond quickly. Working with a Dubsado specialist, they created a seamless digital experience. As a result, Berlez improved closing rates, built client trust, and expanded their services cross-country.
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NinjaOnboarding by 500apps helped KPSYNCLAB improve task and project monitoring. The platform brought... all apps together in one place. This made it easy for the team to use them at once. The CEO praised the solution for boosting productivity. The experience was positive and efficient for the company.
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Simplicate helped Bluehub, a consultancybureau, solve problems with project oversight and low productivity. Before Simplicate, Bluehub... used many Excel sheets and missed key KPIs. With Simplicate, Bluehub gained one complete solution for planning, time tracking, and invoicing. Bluehub saw a 20% increase in billability and improved revenue. The team now works faster, plans 3-6 months ahead, and enjoys higher employee satisfaction.
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Mekari helped Bardi improve their business operations. The case study... highlights Bardi's use of Mekari's software solutions. It shows how Bardi streamlined processes and managed their business better. The story focuses on digital transformation and business management. No specific metrics or numbers are mentioned in the content.
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Copper CRM helped On Your Feet get started quickly because it worked with Gmail. The team used... integrations right away. There was almost no setup time. Copper made it easy for them to organize contacts and manage relationships. The customer said they were sold on Copper because of its ease of use and fast setup.
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Xfactor. io’s Value Solution...helped Accruent improve sales conversations and show clear ROI to customers. Accruent replaced manual spreadsheets with Xfactor.io, making value communication consistent and credible. Sales teams closed new logo deals 23% faster and increased average selling price by 33%. Cross-sell win rates rose by 65%. Accruent saw better customer engagement and more bookings after using Xfactor.io.
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Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used... many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all customer info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.
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Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used... many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all customer info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.
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Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used... many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all customer info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.
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Zoho CRM helped Agappe Diagnostics manage sales and service in one system. Before, Agappe used... many tools and had no single view of customers. Zoho CRM gave field agents a mobile app with all customer info. The company now has better reporting and a 360-degree customer view. Agappe saw an 80% increase in productivity and higher operational efficiency.
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Affinity helped Highland Europe fix its fragmented tech stack. The firm used... Affinity to connect tools like Zapier, Notion, and Google Docs. This created a single system for deal sourcing and portfolio management. Highland Europe now tracks over 200 activities a year for 40+ portfolio companies. Affinity automates workflows and improves data sharing. The firm is ready to use new AI features in the future.
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American Security Programs used Soffront to improve their business. They saved weeks... of man hours with automated processes. They increased sales productivity and contact frequency. Their sales capacity grew, leading to a 77% growth rate. They were recognized as a fast-growing company.
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The Delaware Tourism Office needed to update its outdated website. They wanted a... fresh design, better user experience, and improved digital accessibility. They used Simpleview's CRM and CMS, along with AudioEye's accessibility platform. The new website led to a 45% increase in travel guide requests, a 37% rise in event page views, and a 256% increase in attraction page views.
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iKargo is a technology company that connects shippers and transporters. They needed a... technology partner to automate their e-commerce business. With a limited budget, they sought a one-stop solution provider. After evaluating options, they chose Second CRM. Second CRM implemented the solution in six weeks. iKargo was impressed with the speed and flexibility of the solution, allowing future scalability.
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SutiSign helped Coeur Alaska meet external audit requirements. Their old PDF-based... signature solution was not enough for compliance. SutiSign provided a robust system. The implementation was fast and seamless. No IT support was needed.
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e-automate helped Bryan S Ryan manage their office technology business. The solution improved... profitability and efficiency. Bryan S Ryan used e-automate to streamline business operations. The software provided an all-in-one management system. This made daily tasks easier for the team. The company saw better results from using e-automate.
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FBA used Breeze, an AI-powered tool in the HubSpot platform, to improve sales and marketing. They wanted to... get more leads. After using Breeze, FBA increased lead generation by 216%. This shows how AI tools in HubSpot can help companies grow their sales and marketing results.
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FBA used Breeze, an AI-powered tool in the HubSpot platform, to improve sales and marketing. They wanted to... get more leads. After using Breeze, FBA increased lead generation by 216%. This shows how AI tools in HubSpot can help companies grow their sales and marketing results.
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FC Bayern faced challenges with time-consuming and manual HR processes. They used SAP... SuccessFactors HCM to transition their HR processes to the cloud, optimizing functions like employee self-services and recruiting. This allowed employees to access data securely and streamline tasks. Additionally, SAP Sports One helped in managing player health and performance. The introduction of SAP Customer Checkout improved the fan experience at Allianz Arena by enabling mobile orders. FC Bayern also consolidated fan data from 52 systems to enhance marketing campaigns.
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bxp software helped ACOI connect all member contacts in one place. The solution brought... together many functions into a single network. ACOI values the support and personal service from the bxp team. The testimonial highlights improved organization and communication with members.
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Odoo ERP helped SA Equip fix problems with separate systems and manual work. The company had... trouble with data silos, slow processes, and tracking safety rules. Target Integration set up Odoo ERP to bring sales, inventory, manufacturing, accounting, rentals, and HR into one place. Now, SA Equip can see real-time data, manage stock better, and handle more business as they grow. The new system makes work faster and helps them follow safety rules in tough industries.
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Safran Aerosystems worked with Infor to move to a cloud-based ERP. They combined multiple... ERPs into one solution. The migration was smooth and on budget. This change improved scalability and flexibility. Safran is now ready for long-term success and better ROI.
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Ultimate Podio Email Integration lets all email go into Podio. Users can share... emails with the team. Every email is tracked and linked to the right item and contact. Emails are easy to filter and search in Podio. GameChangers uses this setup to help their clients manage email better.
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Our client wanted to improve their data usage and found their existing dialler expensive and limiting. Lunar Media replaced... the dialler with a Lunar CRM for Contact Centres using click to dial technology. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
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ConvergeHub helped Alexa, a CEO, with their business needs. Shampa from ConvergeHub... shares the story. The content highlights a personal experience. It invites others to connect and learn more. No specific results or metrics are mentioned.
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MCS Rental Software helped euroloo scale from one to seven depots and grow from 800 to 5,000 rental units. The software made... it easy to set up new depots and expand product lines. euroloo used digital checklists and photo capture to monitor toilet servicing and improve service quality. The Resource Planner feature optimized delivery routes and saved time and fuel. Integration with Sage improved productivity and business analysis, supporting euroloo's rapid growth.
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Waterfront Properties partnered with Real Estate Webmasters to enhance their online presence. They aimed to... create a user-friendly platform for luxury real estate. The new website features advanced search and seamless navigation. This collaboration improved client service and increased traffic through SEO and PPC campaigns. Waterfront Properties now offers an exceptional digital experience for luxury homebuyers.
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Brivity helped the Christin Kingsbury Group solve technology and staffing problems. Christin replaced two... full-time admin employees with one Brivity VA, cutting costs. She used Brivity’s all-in-one platform to manage marketing, CRM, and client communication. Her sales volume grew from $16 million to $42 million per year. Client satisfaction increased with automated updates and transparent processes.
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Lone Wolf Boost helped Intracoastal Realty grow their social media presence and boost their listings. The tool automated... ad campaigns and made the process seamless. Intracoastal Realty trusted Boost because of their existing relationship. The VP of marketing said using Boost was as easy as expected. The company saw improved exposure for their listings online.
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Coldwell Banker Advantage, a real estate company in Raleigh, NC, faced challenges with their previous back office software, which lacked flexibility in commission plans and had cumbersome reporting. They switched to... Profit Power in 2018, introduced by their sister company. The new system improved their workflow with better user interface, commission options, and reporting features. The implementation process was smooth, and the support team was helpful. As a result, they eliminated manual workarounds, automated report distribution, and improved customer service, allowing more time to support agents and managers.
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LeadSimple helped 1st Choice Property Management improve response times to new leads. Before LeadSimple, the... team struggled with slow replies and repetitive tasks. After using LeadSimple, they responded faster and got more five-star reviews. The software made their process seamless and consistent. Property managers now spend more time on important work, not admin tasks.
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Authentisign by Lone Wolf helped Barbara from Howard Hanna Coach Realtors manage contracts and e-signatures with ease. She used TransactionDesk... to handle every listing and paperwork electronically. This made her work faster and more efficient. She saw a 20% increase in transactions and 30% better efficiency. She saved 10 hours each week. Her clients found the signing process simple and convenient.
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Authentisign by Lone Wolf helped Barbara from Howard Hanna Coach Realtors manage contracts and e-signatures with ease. She used TransactionDesk... to handle every listing and paperwork electronically. This made her work faster and more efficient. She saw a 20% increase in transactions and 30% better efficiency. She saved 10 hours each week. Her clients found the signing process simple and convenient.
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Authentisign by Lone Wolf helped Barbara from Howard Hanna Coach Realtors manage contracts and e-signatures with ease. She used TransactionDesk... to handle every listing and paperwork electronically. This made her work faster and more efficient. She saw a 20% increase in transactions and 30% better efficiency. She saved 10 hours each week. Her clients found the signing process simple and convenient.
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A large real estate organization in India faced challenges with their sales and marketing processes. They used multiple... systems, including SAP, for managing leads, which was inefficient and time-consuming. Paramantra replaced SAP CRM, providing an enterprise-grade solution that automated lead management and reduced paperwork by 95%. This improved sales productivity and data security, allowing the sales team to focus more on selling rather than data entry.
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Radius helped 1Vision Real Estate launch a boutique brokerage in Southern California. The challenge was... a lack of backend support to build a brand-focused business. Radius provided tools, flexibility, and broker support so 1Vision could scale without losing its values. The platform enabled growth from 4 to 49 agents in less than a year. 1Vision built a standout reputation, attracted growth-minded agents, and delivered high-touch service.
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Tenant Turner helped Results Property Management Group solve problems with tenant no-shows and manual leasing. Before, Regina Ingram... spent most of her day waiting for tenants who did not show up. Tenant Turner automated the pre-qualification process and enabled secure, contactless showings. Regina cut her time spent on leasing in half. The ratings feature gave her feedback to help property owners improve their rentals. Regina calls Tenant Turner a game-changer for convenience, security, and time savings.
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Accenture’s SynOps for supply chain helped a global healthcare technology company fix its fragmented inventory systems. The company needed... better visibility and higher fill rates for spare parts. Accenture centralized and standardized inventory management with SynOps. This boosted back-office productivity by up to 12% each year. The partnership delivered over $130 million in business impact. The company now has a streamlined, responsive supply chain.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided... built-in compliance and mobility features. This made it easier for the agency to handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided... built-in compliance and mobility features. This made it easier for the agency to handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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Buildout helped Allen C. Buchanan at Lee... & Associates win major real estate listings. He secured a $4,000,000 listing, a $1,575,000 listing, and sold a $3,000,000 investment using Buildout. The platform made his job easier and more professional. Buildout delivered strong results for commercial real estate deals.
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Follow Up Boss helped AV Home Experts at Keller Williams Realty organize their sales process. The team used... data, automation, and integrations to track leads and improve agent performance. With just 7 agents, they reached $47M in sales volume in 2022. The platform's reporting and dialer features let the team set clear goals and coach agents to higher earnings. AV Home Experts became a top-ranked real estate team in Florida and the US.
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Zurple helped Oscar Contreras by integrating with his Zillow account. This integration led... to an average of 15-20 transactions each year using Zurple. Oscar used Zurple to generate more real estate leads. The platform supported his business growth and client generation.
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AllClients CRM helps Samson Properties manage leads, customers, and clients. The platform makes... contact management simple. It combines marketing and follow-up in one place. This helps Samson Properties grow their business. The CRM saves time and reduces stress for the team.
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Homesuite used Jungleworks to build a marketplace for corporate housing. The challenge was... to make booking monthly furnished housing easy and transparent for business travelers. Homesuite used AWS, Salesforce, HubSpot, Looker, Stripe, Zendesk, and DocuSign to support their platform. They ran a successful Facebook ad campaign targeting travel nurses, which increased referral traffic. Homesuite offers more affordable and comfortable options than hotels or traditional corporate housing providers.
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IXACT Contact helps Heather MacDonald, a Keller-Williams real estate agent in Canada, organize her contacts and manage client relationships. She needed a... CRM tailored for real estate, as generic systems did not meet her needs. IXACT Contact provided features like keep in touch plans, mass emails, and a business directory. The CRM made it easy for her to track notes, correspondence, and business activities. As her business grew from solo agent to team, IXACT Contact helped her stay organized and build better relationships.
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MoxiWorks helped Barrett Sotheby's International Realty centralize their technology for agents. The company needed... a customizable platform that integrated with their existing tools. MoxiWorks provided a hub that connects with MLS, RealScout, and DocuSign. This made it easier for agents to manage their work and reduced tech fatigue. The new system improved recruiting and helped the agency grow from a boutique to a larger operation.
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Realvolve helped Pinnacle Realty Group triple their real estate transactions in 2021, reaching over 200 deals. Jason Brown, the... owner, credits Realvolve's workflow automation for this growth. The CRM made lead follow-up and nurturing easier. Jason says he gets more leads and referrals from past clients thanks to Realvolve. He believes the investment in Realvolve pays off many times over.
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Top Producer CRM helped Carle Properties, a family-owned real estate business in Arkansas, organize client data and streamline lead generation. Michael Allen used... to track leads on sticky notes and his phone, making it hard to stay organized. With Top Producer CRM, he built a database, reduced daily lead generation from hours to 20 minutes, and improved follow-up with clients. The system let him track every contact and manage his sales pipeline efficiently. Carle Properties closed 162 deals last year, with one agent maintaining 15-20 listings at a time.
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kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE... to 2,500 agents, those who used it regularly saw a 30% increase in closed transactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
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kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE... to 2,500 agents, those who used it regularly saw a 30% increase in closed transactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
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Ascendix Search helped Savills Ireland improve how they use Salesforce data. Before Ascendix, teams... worked in silos and used Excel files, making data sharing hard. With Ascendix Search, they can now search properties on a map and create reports quickly. The tool saves them a lot of time. What used to take four hours now takes just ten minutes.
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Booking Ninjas helped Worldwide properties, a Miami-based real estate brokerage, manage their property listings and event management platform. The company needed... a digital management system to handle many properties and streamline operations. Booking Ninjas provided cloud-based property management features, including listings and unit monitoring. The solution improved property representation and made management easier. The implementation was successful and met the company's needs.
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RaiseNow helped Campax boost online fundraising. The "Cover the... Fee" feature lets donors pay transaction fees, so Campax gets the full donation. Over 90% of donors now cover these fees. Flexible donation forms and reliable data tracking improved conversion rates and planning. RaiseNow's tools and support fit Campax's needs as a non-profit.
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CiviCRM helped a non-profit human services group in Pittsburgh move from multiple Access databases to an online system. The group needed... staff to update participant info from the field but faced high costs. Using Drupal and CiviCRM, they registered events, managed donations, and sent bulk emails. They built a new database to track program and HR data online. Improved permissions for activities and cases made CiviCRM a better fit for their needs.
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CommunitySuite by Foundant helped Albuquerque Community Foundation improve their processes. They moved from... FIMS to CommunitySuite. The foundation benefited from ongoing training and unlimited customer support. The solution supported both donor management and finances. The organization saw better operations across the board.
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Giveffect helped the Writers Guild Foundation move their in-person events to Zoom during the pandemic. The nonprofit used... Giveffect’s Zoom integration and email marketing tools to manage events and communicate with supporters. Event attendance grew from 4,504 in 2018 to 18,089 in 2021, a 4x increase. The Foundation uses Giveffect’s CRM to group supporters and send targeted messages. They also use reporting tools to track event success. Staff say Giveffect made it easy to manage tickets, donations, and communications.
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Keela helped Backpack Buddies boost online donations during a tough back-to-school campaign. The nonprofit used... Keela’s email marketing, donor management, and reporting tools to send personalized appeals and track donor engagement. With Keela, Backpack Buddies raised over $150,000 and gained 2,000 new subscribers, including 200 monthly donors. The team improved donor relationships and streamlined fundraising efforts, leading to a 10% revenue increase.
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Hope for Tomorrow used storytelling to share Aria's journey from poverty to college. The nonprofit focused... on child education. Their story showed how education can change lives. Sharing Aria's story brought strong support for their cause. Storytelling helped them connect with donors and highlight their impact. This case shows the power of authentic stories in nonprofit fundraising.
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NewOrg's case management software helped a small non-profit organization find an affordable and customized solution. The organization needed... a tool to manage client data and streamline their case management process. NewOrg provided a user-friendly system that improved their workflow. The Executive Director said they are very satisfied with the software. The solution made it easier for the team to manage cases and serve their clients.
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StratusLIVE 365 helped National FFA Foundation replace 14 separate technology platforms with one integrated Microsoft Dynamics 365-based solution. The new platform... improved donor engagement, reporting, and dashboard creation. Staff used Microsoft Office integration and Outlook plugins to streamline daily tasks. In one year, National FFA Foundation saw an 18% increase in total payment revenue and a 33% rise in average gift amount. The platform made donor data easy to access and improved team efficiency.
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Sales Cloud and Findock helped The Ocean Cleanup manage and track all donations in one place. The organization wanted... better insight into donor behavior and campaign results. Cobra implemented Findock on Salesforce, integrated multiple payment platforms, and set up automated thank-you emails. Now, The Ocean Cleanup has a clear overview of donations and can target campaigns more effectively. This helps them build stronger donor relationships and increase their impact.
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vtenext helped Banco di Napoli foundation digitize its grant application process. The foundation moved... from paper-based, manual workflows to a cloud-based CRM with a dedicated web portal. This allowed for centralized records, automatic data checks, and digital archiving. The new system enabled remote work and improved transparency. The project went live in just one month, making daily work faster and more efficient.
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Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted... to cut production costs, increase creative agility, and keep their brand consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.
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eWay-CRM helped Castell Project manage rapid growth in their leadership programs for women in hospitality. Before eWay-CRM, Castell... used Excel, which could not handle their expanding contact database. With eWay-CRM, they organized contacts, tracked communications, and managed events more easily. The software's Outlook-like interface made it easy for the team to learn. Castell now filters candidates for events and sends professional emails quickly, improving event organization and outreach.
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Blackbaud Enterprise Fundraising CRM helps The Salvation Army, USA Southern Territory manage donor data and fundraising. The software supports... over 600 users across 15 states. It streamlines workflows and boosts productivity for staff. The system helps engage 6.5 million constituents. The organization distributed 60,011 food boxes and provided over 426,000 snacks last year. Staff value the flexibility, integration, and support from Blackbaud and partners like BrightVine.
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Blackbaud Enterprise Fundraising CRM helps The Salvation Army, USA Southern Territory manage donor data and fundraising. The software supports... over 600 users across 15 states. It streamlines workflows and boosts productivity for staff. The system helps engage 6.5 million constituents. The organization distributed 60,011 food boxes and provided over 426,000 snacks last year. Staff value the flexibility, integration, and support from Blackbaud and partners like BrightVine.
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Blackbaud Enterprise Fundraising CRM helps The Salvation Army, USA Southern Territory manage donor data and fundraising. The software supports... over 600 users across 15 states. It streamlines workflows and boosts productivity for staff. The system helps engage 6.5 million constituents. The organization distributed 60,011 food boxes and provided over 426,000 snacks last year. Staff value the flexibility, integration, and support from Blackbaud and partners like BrightVine.
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Blackbaud Enterprise Fundraising CRM helps The Salvation Army, USA Southern Territory manage donor data and fundraising. The software supports... over 600 users across 15 states. It streamlines workflows and boosts productivity for staff. The system helps engage 6.5 million constituents. The organization distributed 60,011 food boxes and provided over 426,000 snacks last year. Staff value the flexibility, integration, and support from Blackbaud and partners like BrightVine.
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Blackbaud Enterprise Fundraising CRM helps The Salvation Army, USA Southern Territory manage donor data and fundraising. The software supports... over 600 users across 15 states. It streamlines workflows and boosts productivity for staff. The system helps engage 6.5 million constituents. The organization distributed 60,011 food boxes and provided over 426,000 snacks last year. Staff value the flexibility, integration, and support from Blackbaud and partners like BrightVine.
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Blackbaud Enterprise Fundraising CRM helps The Salvation Army, USA Southern Territory manage donor data and fundraising. The software supports... over 600 users across 15 states. It streamlines workflows and boosts productivity for staff. The system helps engage 6.5 million constituents. The organization distributed 60,011 food boxes and provided over 426,000 snacks last year. Staff value the flexibility, integration, and support from Blackbaud and partners like BrightVine.
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Snowball Fundraising helped Friends of Franklin Parks make donating easier for supporters. The nonprofit wanted... a simple, all-in-one platform with text-to-give and easy setup. Snowball’s clean interface let new staff learn it in minutes. Their first online auction with Snowball raised over $41,000, a 64% increase from the previous year’s $25,000. Supporters gave positive feedback on the donation process, silent auction, and text-to-donate features.
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Click & Pledge Campaign and Payment Forms helped Assateague Coastal Trust improve their fundraising. The nonprofit used... QR codes for easy mobile registration. Custom branding made their campaigns more recognizable. The forms connected directly to their CRM, saving time and reducing repetitive work. Creating templates in the software helped them avoid starting from scratch each year.
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Funraise helped Dressember grow donations by 42% year over year. Dressember used Funraise's... peer-to-peer fundraising platform to manage campaigns and donor data. The nonprofit saw a 39% increase in donation dollars and a 34% rise in fundraisers. Funraise made it easy for Dressember to track supporters and boost nonprofit fundraising results.
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Hope Media Group is a ministry that works through radio, events, and online content. They had problems... with high costs and using many different software tools that did not work well together. This made it hard for teams to share information and slowed down their work. They switched to Virtuous CRM to bring all their work into one system. This helped them save money, work together better, and give donors a more personal experience.
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Wealthbox CRM helped Greg Brown, a financial advisor, improve his workflow. Greg used Wealthbox's... automated workflow feature. He found the CRM easy to use and liked its design. Greg shared feedback that helped shape new features. He experienced a "Zen technology moment" with Wealthbox CRM.
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PipeRun CRM helped Fix Pay, a fintech in Fortaleza, improve its sales process. The old CRM... was inflexible and hard for field sales teams to use. PipeRun gave Fix Pay more control, better data centralization, and easy customization. The team quickly saw positive results and better adoption. Integration with Power BI and mobile features made sales tracking and lead management easier. Fix Pay reduced customer service time and improved the sales journey.
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Practifi helped Apollon Wealth Management improve client service by streamlining operations. Apollon faced challenges... with disconnected systems and inefficient processes. Practifi provided a unified CRM that centralized client data and integrated with existing tools. The new platform reduced administrative work for advisors. This allowed them to focus more on personalized financial guidance for clients.
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Scratchpad AI helped Settle automate sales admin work. Settle's sales team... lost up to 25 minutes per call on CRM updates, hurting selling time and data quality. With Scratchpad, they automated Salesforce updates and used AI to capture and transcribe sales calls. Sellers reclaimed up to 25 hours a month, totaling 6,000 hours a year. Over 80% of opportunity fields now have accurate data. Leadership trusts the data, and customer handoffs improved.
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NexJ CRM helped a leading financial institution replace its old Oracle Siebel system. The company wanted... better tools for managing client relationships. NexJ CRM provided a modern solution for their needs. The report highlights the advantages gained after switching. The institution improved its operations with NexJ CRM.
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Mercedes Finance IT wanted to improve how they worked with customers. They chose CRM-UK... because they trusted the team. CRM-UK installed the CRM system with little fuss or disturbance. The new system changed how Mercedes Finance IT deals with customers. Their customers are now happier with the improved service.
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Salesforce Financial Services Cloud helped a US fintech firm solve CRM challenges. The company unified... sales, service, and management teams on one platform. They migrated over 20 million records to Salesforce. This reduced costs and increased ROI. User adoption grew by 86%. Customer satisfaction and agent efficiency improved.
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Salesforce Financial Services Cloud helped a US fintech firm solve CRM challenges. The company unified... sales, service, and management teams on one platform. They migrated over 20 million records to Salesforce. This reduced costs and increased ROI. User adoption grew by 86%. Customer satisfaction and agent efficiency improved.
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Altvia’s CRM helped Monument Group, a global placement agent, unify investor workflows and scale fundraising. The platform provided... a single source of truth across four offices, improving coordination and transparency. Monument Group saved time on reporting and gained real-time LP visibility. The CRM enabled dynamic, on-demand reporting and supported firmwide consistency as the company expanded services. Monument Group has relied on Altvia for over a decade to drive operational efficiency and growth.
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Intapp DealCloud helped Hamilton Lane manage relationship data better. The firm had... three investment teams using different systems and spreadsheets. This made it hard to track deals and relationships. With Intapp DealCloud, Hamilton Lane brought all data into one place. Teams now work together more easily. The firm improved how it manages relationships and data.
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OptifiNow TPO helped Oaktree Funding boost account executive productivity. Oaktree needed a... custom CRM for their direct-to-broker wholesale lending. OptifiNow TPO provided a tailored CRM with integrated call center tools and a scenario ticketing module. This let reps give loan quotes in under two minutes and automate account distribution. Oaktree saw more broker engagement, higher loan submissions, fewer idle accounts, and a 40% increase in sales team size.
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Doxim helped Worldsource Securities improve advisor productivity. The solution also... enhanced client service. Doxim provides customer communications management and engagement technology. The focus is on regulated markets like financial services. The case highlights better efficiency and customer experience.
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NMI Customer Token Vault helped International Payment Solutions improve approval rates for recurring transactions. The solution uses... network tokenization to reduce fraud and chargebacks. Merchants benefit from lower costs and fewer declined payments. The platform also keeps card details up to date, making online payments smoother. This builds trust for small business owners and supports seamless recurring sales.
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Cool Life CRM and VDR help business brokers manage a surge in M&A transactions from retiring Baby Boomer owners. Brokers use secure... document sharing and automated deal management to reduce compliance risks and speed up closings. The platform centralizes financial records, tracks due diligence, and protects sensitive data. CRM features improve client engagement and ensure no deal is missed. Brokers gain efficiency, transparency, and better resource allocation with Cool Life's technology.
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MarketSharp helped Crawl Space Ninja track leads and automate follow-ups. Before using MarketSharp,... they lost sales due to poor lead tracking. With MarketSharp, they set up automated processes for sales and follow-ups. This improved sales tracking and communication. As a result, Crawl Space Ninja had their best month ever, closing over half a million dollars in sales.
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Auro CRM built a timesheet plugin for a leading electrical and lighting solutions provider in the UAE. The company needed... to sync user, project, and task data between their ERP (SAP) and CRM, and to track billable hours. The solution included custom fields, APIs, and a timesheet plugin for accurate time entry and billing. Integration with HR and ERP systems improved project allocation and timesheet management. The company saw better productivity, accurate billable hour capture, and improved analytics.
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Maximizer CRM helped Heidelberg Materials Contracting move from spreadsheets to a unified CRM system. The company struggled... with tracking opportunities and slow reporting due to scattered data. Maximizer's Sales Leader Edition provided a cloud-based, easy-to-use solution tailored for opportunity management. The new system enabled faster reporting, improved follow-up, and created a single source of truth. As a result, Heidelberg Materials Contracting saw better win rates and smarter business decisions.
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geoquotes helped Craftsman Concrete Floors fix their sales workflow. Before, they wasted... time copying data between their CRM and monday.com. With geoquotes and expert support from eligeo, they cut their quoting templates by over 50%. Sales efficiency improved by 50% in four months. The team now sends more quotes each day and saves at least an hour daily. Labor costs dropped and productivity went up.
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Quickbase helped Balfour Beatty solve asset tracking problems on a nuclear reactor project. The company used... outdated paper processes and faced data fragmentation. NDC introduced Quickbase’s Dynamic Work Management platform and an Asset Tag Solution with QR codes. This made asset tracking and compliance easier. Balfour Beatty saved up to £20,000 per day and improved incident reporting times. Audit time was reduced by 60% for NDC.
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Pipeline CRM helped Bay Area Underpinning increase sales by 15–20%. The company used... the CRM to organize client information and documents. The dashboard feature gave quick access to important data. Team members used the software for scheduling, tracking, and reporting. Custom fields made the CRM fit their unique business needs. The leaderboard feature encouraged the team to reach sales goals.
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Prophet CRM helped Alston Construction fix sales and client relations problems. Rapid growth caused... disorganization and poor communication. Alston chose Prophet CRM for its flexibility and Outlook integration. The team worked with Avidian to customize the CRM for tracking customer and opportunity data. Prophet CRM data now powers Alston's Sales IOR report, helping leaders make better decisions. The CRM also improved accountability across the company.
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Builder Prime and Wisetack helped Yellow Rose Painting fix slow, high-cost financing. The company set... up the new system in two hours. Customers now get easy, flexible financing with lower rates. Yellow Rose Painting saw a 35% increase in contracts and a 26% jump in sales in one quarter. The all-in-one platform made sales, payments, and job management simple.
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Microsoft Power BI helped a large U. S. electrical contractor...improve field workforce projections. The company struggled with slow, inaccurate Excel and SQL tools that could not combine data from ERP and CRM systems. Onware built a new Power BI solution that connects data in near real time and uses NECA models for better forecasting. The new tool gives up-to-date dashboards, detailed breakdowns, and flexible scenario modeling. This improved planning, data integration, and decision-making for the contractor.
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Swinerton is a large commercial construction firm. They struggled with... using two separate systems, Salesforce and CMiC, which caused data problems and low user adoption. They needed a single solution to manage business relationships and improve data quality. Swinerton chose Unanet CRM by Cosential because it is made for AEC businesses and offers better integration and transparency. Now, Swinerton can manage contacts, proposals, and projects more easily in one place.
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Anthill helped Homebase replace their manual appointment booking system with a live, online solution. Homebase used Anthill... to manage customer appointments across all stores and teams. The new system improved appointment categorization, forecasting, and resource allocation. Customers can now book appointments online and share project details, making meetings more effective. Anthill's workflow automation streamlined internal processes and improved customer experience.
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GREYHOUND helped babymarkt. de improve customer...service. The company faced high volumes of customer inquiries and struggled with slow response times and double handling. GREYHOUND unified all communication, making customer history visible to the whole team. Staff could answer more questions, faster. Response times dropped to under 12 hours. With the same number of staff, they now handle 40% more requests. Customers and employees are happier.
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KeyTech helped Phone Store improve their website and digital marketing. The team did... website analysis, keyword research, content writing, and website optimization. Phone Store saw a 75% conversion rate, 90% ROI, and 95% more traffic. The project reached a 100% success rate. This case shows strong results for digital marketing and web development in retail.
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VIENNA Advantage Retail Management Solution helped Batir Spa, a modern food retail company, improve operations. Batir Spa needed... fast implementation and high automation for their new retail concept. VIENNA Advantage ERP and CRM was deployed in the cloud, supporting 10 stores and a central warehouse. The solution enabled stock optimization, automatic replenishment, and real-time reporting. Batir Spa achieved a central system with remote upgrades and offline capabilities, improving efficiency and reducing costs.
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monday. com helped Officeworks...improve retail processes and data accuracy. Before, teams used scattered emails and spreadsheets, causing confusion and lost details. With monday.com, Officeworks created clear workflows and dashboards. They replaced 635+ spreadsheets and cut over 10,000 emails. Teams now see all tasks and updates in one place. This made work faster and more organized.
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Close CRM helped Trufan replace HubSpot and scale their sales operations. The retail team... of 5 used Close to improve customer engagement and drive revenue growth. They ran social media campaigns, email marketing, and in-store events. After 6 months, Trufan saw a big increase in engagement and revenue. The project included 2 weeks of research, 4 months of implementation, and a final report.
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Odoo helped Perumda Varia Niaga Samarinda manage six business units with one system. Before Odoo, each... division used separate software, causing slow coordination and lost inventory. Odoo's multi-company features and apps like Accounting, Subscriptions, and POS unified all business data. Now, financials and inventory are tracked in real time. The company saw faster processes and better data accuracy across all business lines.
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FranConnect’s World Manager helped Snooze Australia improve employee training and communication. Snooze used the... platform, called SCOPE, to connect over 500 employees in more than 80 stores. The Notices feature replaced email for important updates, making sure staff read messages. Custom dashboards and Quick Links made it easy to find training, policies, and order forms. The platform let Snooze target messages to the right teams and keep management training consistent across all locations.
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Nextiva helped Canyon Coolers, an e-commerce retailer, improve their customer experience. The solution included... AI-powered tools, agent tooling, and analytics. Nextiva unified all customer interactions into one platform. This made it easier for Canyon Coolers to manage customer journeys. The platform offered features like real-time dashboards and intelligent routing. These tools helped Canyon Coolers deliver better service to their customers.
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360 View helped Providence Bank and Trust improve their customer relationship management. The bank needed... a better CRM system. They chose the 360 View growth platform. This led to increased profit and positive change. The platform gave them new profitability insights. The bank made real improvements using these insights.
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SK Finance Ltd had slow and manual loan disbursement processes. This caused long... turnaround times and fewer loans given out. They started using Toolyt’s mobile CRM to fix these problems. The new system made their work faster and easier. Their loan turnaround time dropped by 64.5%. They also saw an 86.1% increase in loan disbursements.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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JobNimbus helped Foothills Roofing and Exteriors grow from $0 to $2 million in one year. The company used... JobNimbus to manage more work and boost efficiency. The owner said it would be impossible to handle that volume without JobNimbus. The platform made it easier to track jobs and grow the business fast.
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Enrollment Rx and Salesforce helped Wingate University manage rapid growth in student admissions. The university needed... a better way to handle more students and improve communication. They set up a new CRM system in just 4 months. This change cut marketing and communication costs. The admitted applicant pool grew from 5,000 to 15,000 since 2017. Staff now use self-service tools to talk with students and prospects.
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LeadSquared marketing automation helped Care Hope College save 30% of their time. The college struggled... with manual reporting, slow student responses, and no automated communication. After switching to LeadSquared, they used pre-set email templates and automated workflows. This improved efficiency and boosted student engagement by 93%. Email communication increased by 1.5 times. The team now tracks student activities and campaign results easily.
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Jarvis CRM helped the Described and Captioned Media Program (DCMP) manage all client data and communications in one place. DCMP needed a... better way to track user activity and streamline processes. They chose Jarvis CRM for its customization and integration with FileMaker. After implementation, DCMP improved client management and communication. Jarvis CRM supported a surge in service requests during COVID-19 and made email communication easier.
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Leadsales helped ICEL University improve their sales process. The university struggled... to reach prospects by phone and email, as students preferred WhatsApp. Leadsales unified communications with a single WhatsApp number and automated lead assignment. The contact rate increased from 35% to 75%. Response times dropped from up to 48 hours to real time. The university exceeded its enrollment growth goals by 10%.
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LineLeader Enrol helped Story House Early Learning grow to 51 locations by streamlining enrolment and automating communication. The CRM platform... enabled consistent enquiry management and real-time pipeline visibility. Story House reduced admin work and improved brand consistency across all sites. Families and service teams saw a smoother, more personal enrolment experience. Data-driven insights from LineLeader Enrol supported better decisions and faster growth.
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Spotler's WhatsApp and Live Chat help Radboud University answer student questions fast. The university uses... one WhatsApp number and Spotler's dashboard to let many staff reply at once. They track question history and add tags to see common topics. Live Chat is cheaper than their old chat tool. Students get quick answers because the system is easy to use and the team is large.
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Maximizer CRM helped Experience Education unify data across 20 brands and over 230 users. The company faced... issues with inconsistent CRM adoption, fragmented databases, and lack of central leadership. The Single Customer View project streamlined databases, standardized software versions, and improved data integrity. Integrations became cheaper and onboarding new brands cost nothing extra. Dashboards and standardized email marketing tools enabled better reporting and targeted campaigns.
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ExtraaEdge CRM helped FOSTIIMA Business School move from manual admissions to a digital system. The school faced... problems with communication delays, data duplication, and poor outreach. ExtraaEdge provided a centralized database, unified communication hub, and custom workflows. FOSTIIMA saw better data integrity, improved engagement, and easier admissions management. The school praised ExtraaEdge for strong support and deep customization.
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Darcoid Rubber Co. , a distributor...of custom-engineered sealing solutions, faced challenges in predicting inventory needs and visualizing key performance indicators. They used White Cup BI, a cloud business intelligence software, to improve data visualization and decision-making. The transition to White Cup BI enhanced charting functionality, reporting speed, and operational efficiency. Predictive sales forecasting with White Cup BI has shown promising accuracy, aiding in better financial planning and resource allocation.
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Axelor ERP helped Thyssenkrupp Materials France (TKMF) improve production management. TKMF needed a... fast, low-cost solution to restructure management processes without stopping production. Axelor ERP was deployed in six months, much faster than the industry average. The system enabled real-time stock monitoring, faster quotations, and better production flow management. TKMF now benefits from connected tools and greater flexibility with Axelor’s Low Code technology.
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Pipeliner CRM helped Headworks International improve sales process management. The company switched... from Salesforce due to ease of use and better data visibility. Pipeliner's visual tools made it easier to target key opportunities and manage long sales cycles. Reporting and filtering features saved time and improved forecasting. Headworks implemented the system in under three months, much faster than previous CRM rollouts.
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Sugar Sell helped Creative Foam automate sales and connect ERP, IHS, and CRM systems. Before, they struggled... with Excel and lacked real-time data. After using Sugar Sell, they tracked quotes and opportunities in one place. Their pipeline grew by 42%. They exceeded their annual sales goal by 44%. The platform enabled data-driven decisions and improved hit rates.
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Russell Finex switched from Salesforce to Workbooks to manage sales operations. The company wanted... a better way to handle sales processes. Workbooks helped them improve sales management and efficiency. The new system made it easier for the team to track leads and close deals. Russell Finex saw better results after making the change.
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BluSky Products Group had trouble managing inventory and customer data. They used many... Excel spreadsheets and manual processes. This made it slow to check stock and quote prices. Tall Emu CRM helped them bring all their data into one system. They could now see customer buying history and manage stock better. The team could quote faster and work more efficiently.
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KulaHub helped Reveal Doors and Windows organize customer data and manage sales leads. Reveal moved from... spreadsheets to KulaHub’s CRM, making data management easier and reducing errors. The new system connects email marketing, lead generation, and project tracking in one place. Reveal now has better visibility of sales and marketing activities with dashboards. Staff received training and ongoing support, making business processes more efficient and secure.
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FiveCRM helped Senior Response scale its telemarketing operations for over 20 years. Senior Response needed... a CRM that was easy for older agents to use, could scale with growth, and allowed in-house changes. FiveCRM provided a flexible, customizable platform with API integration and strong data security. The platform enabled quick campaign setup, easy user management, and direct support for client needs. Senior Response credits FiveCRM for helping win new business and supporting ongoing growth.
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EcosAgile helped Bene Assicurazioni manage HR processes as the company grew. Bene Assicurazioni needed... a human capital management system to support digital transformation and employee growth. They chose EcosAgile for its flexibility and smart features after comparing many HCM systems. The solution enabled mobile access for employees and integrated AI-powered CV parsing for recruitment. This improved HR efficiency and supported the company's digital strategy.
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Datalyse CRM helped Drive&Win, a digital insurance company, manage its growing sales and operations team. Drive&Win needed to... optimize sales cycles and reduce high telecom costs. Datalyse unified communications, automated workflows, and provided detailed sales reports. In just 3 weeks, Drive&Win increased lead conversion and lowered monthly telecom expenses. The team now manages sales more efficiently with all operations in one platform.
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Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow... manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated systems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.
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BriteCore helped Bremen Farmers Mutual Insurance Company modernize its policy admin system. The company replaced... a 1990s legacy system with BriteCore’s cloud-based platform. This change automated manual processes and made key information easy to access. Bremen Mutual saw a 30% increase in business operations productivity. They also cut printing and postage costs by 15 times and now support the same premium volume with a team two-thirds the original size.
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CRMNEXT helped a leading life insurance company manage over 30 million customers across 350 branches. The company replaced... outdated systems and manual processes with a unified CRM platform. First-time resolution rates increased by 250%. Straight-through processing improved by 80%. Sales turnaround time improved by 70%. Operating expenses dropped by 28%. Assets under management grew by 30%. The company integrated 18 systems and decommissioned 26, streamlining operations and boosting efficiency.
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Sales Creatio, Marketing Creatio, and Service Creatio helped Saskatchewan Blue Cross improve customer service and technology. The company needed... a scalable, customizable CRM and automation platform. Creatio delivered end-to-end sales management, automated workflows, and advanced analytics. Staff performance increased by 25%. Fast deployment led to rapid ROI and better operational transparency.
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InsuranceSuite on Guidewire Cloud helped Aioi Nissay Dowa Management New Zealand move from a legacy system to a modern platform. The company automated... a 13-step manual business intake process. They tripled their business in six years. Product offerings grew from 1 to 8 brands, with over 50 products. The solution improved security, flexibility, and business process efficiency. The project finished ahead of schedule and on budget.
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PRxCloud helped a leading pharmaceutical company in Maharashtra. The company had... 50+ medical representatives who struggled with manual reporting and planning. PRxCloud automated their workflow, allowing real-time daily reports and online master lists. Managers could track targets and achievements in real time. The company increased sales by 50% after using PRxCloud.
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Veeva CTMS helped Heron Therapeutics manage clinical trials more efficiently. The company used... the modern clinical trial management system to streamline operations. This improved their ability to track and manage studies. Heron Therapeutics benefited from faster processes and better oversight. The solution made clinical trial management easier and more organized.
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Vaccitech, a spin-out from the University of Oxford, needed a secure way to share sensitive information with investors for their Series A fundraising. They chose SmartRoom's... Virtual Data Room to host due diligence. SmartRoom quickly transferred Vaccitech's data from the cloud and customized the room for security and branding. This included restricting document access and adding watermarks. The platform allowed Vaccitech to track investor activity, aiding in negotiations. As a result, Vaccitech secured £20m in Series A funding.
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Omnipresence CRM helped Chinese Pharma solve integration and compliance challenges. The company needed... a unified system for healthcare professionals, retail sales, and events. Omnipresence CRM deployed to over 5,500 users in China. The solution improved decision making, customer engagement, and go-to-market execution. It ensured compliance with Chinese Data Residency and PIPL laws. The company reduced costs and eliminated legacy systems, accelerating digital transformation.
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Pega helped AbbVie automate clinical and R&D workflows. AbbVie needed a... more flexible system than their old in-house request management tool. They partnered with Pega and Accenture to build a reusable, flexible request platform. The new solution works across multiple research areas. This lets scientists focus on their mission and improves how experiment requests are managed.
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ADCHEM used an integrated system to manage business processes and improve communication with suppliers and customers. The company operates... in niche markets and needed better data and information control. ADCHEM distributes innovative ingredients for pharmaceutical, food, and cosmetics industries. The solution helped ADCHEM enhance flexibility and quality for its customers. ADCHEM now serves over 500 customers in more than 20 countries.
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Novatek International delivered a digital solution for Sanofi Genzyme's Lyon manufacturing site. The software improved... contamination control and data integrity. It automated trend analysis and reduced workloads. The project finished in 12 weeks. The number of samples, protocols, and specifications created increased. The QC department successfully moved to digital operations.
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BriteBiz is a self-funded SaaS company. They chose not... to take venture capital. This lets them focus on customer needs and product quality. They grow at a steady pace and keep control of their vision. BriteBiz listens to customer feedback and adapts quickly. They donate part of their profits to charity and follow strong ethical standards.
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ONLYOFFICE helped One-ERP Systems improve document collaboration for its clients. The company added... ONLYOFFICE to its ERP and communication solutions, including Odoo. This allowed users to edit and work on documents together in real time. Teams can now manage invoices, contracts, and reports inside Odoo. The integration reduced manual work and boosted productivity for businesses.
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Oorwin's AI-Powered Talent CRM helped a staffing and technology consulting firm speed up client onboarding. The firm faced... issues with scattered data, lack of follow-ups, and no record of client conversations. Oorwin provided a central place for contacts, documents, and all client interactions. The solution automated lead management and gave insights into companies and contacts. As a result, the firm saw a 74% decrease in time taken to onboard new clients.
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Apptivo ERP and CRM helped Intellect Faces Consulting fix missed deadlines and poor communication. The firm used... Apptivo to track sales leads, manage projects, and monitor employee work. Managers saw less stress and better control over projects. Timesheets and invoice apps made tracking and billing easier. Intellect Faces now meets more deadlines and has higher customer satisfaction.
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Intelliverse helped a large data center services provider improve appointment setting and marketing intelligence. The client wanted... more qualified meetings and better brand awareness than their in-house team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
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Google Workspace helped THAIPCSUPPORT move their work to the cloud. AquaOrange Software managed... the migration and setup. The solution made it easier for the team to work together. The company now uses Google Workspace for daily tasks. The change improved how the team works and shares files.
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SmartTouch® Interactive uses its marketing automation and CRM tools to help build to rent communities attract renters. The company started... BTR marketing in 2014, working in markets like Phoenix and Atlanta. Their 'All Lines In' strategy combines SEO, SEM, social media retargeting, and email to boost property demand. They focus on branding and storytelling to set BTR communities apart from traditional rentals. This approach helps BTR builders and developers control their brand and reach more renters.
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Teamwork. com helped Invanity,...a UK digital marketing agency, modernize project and resource management. The agency replaced a legacy tool with Teamwork.com to improve efficiency and profitability. Invanity saw a 50% decrease in time spent building project plans and 80% less time on weekly workload management. They also delivered 20% more projects on time. Teamwork.com became the operational backbone for tracking profitability and utilization.
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Vendasta helped an agency achieve 177% growth. The agency used... Vendasta's AI-powered marketing platform. They attracted, converted, and engaged more customers. The platform offered tools for lead capture, reputation management, social marketing, and CRM. The agency scaled its business and improved client results. This led to significant business growth.
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Upsales helped Visual Art grow into 32 countries over 10 years. Visual Art used... Upsales to improve their sales team and find new customers in new markets. The company reached over 200 million in revenues. Upsales Insights let them track performance and KPIs in every country. Visual Art plans to keep expanding and aims for an IPO.
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NetHunt CRM helped Recom, a B2B lead generation agency, grow their client base by five times. Recom used NetHunt... CRM to automate email sequences, centralize data, and streamline onboarding for new business developers. The CRM saved each employee two hours per week and delivered 20-25 more high-quality leads per month. Recom found it easy to duplicate workflows and pipelines for each client, improving efficiency and reporting. NetHunt CRM's integration with Gmail and automation features were key to Recom's success.
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FLG helped Sales Fuel, a performance marketing agency, grow fast after joining in March 2021. Sales Fuel used... FLG's CRM and automation tools to manage leads and book sales appointments. The team broke records by generating over 1,000 leads in one day across 9 products. They booked over 200 sales appointments at a conversion rate of nearly 30%. This was a big improvement from 18 months before, showing strong business growth.
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JunariCRM+ helped Franklins Fire and Safety Ltd fix slow and manual reporting. Before, the team... spent days making management reports. Now, with JunariCRM+, reports take just 10 minutes each week. The system is tailored to their needs and easy to use. The support team is quick and proactive. This change lets the team focus on business growth instead of paperwork.
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BioSystems Diagnostics Pvt. Ltd is a... health care equipment manufacturer with 5000+ clients in India. They needed a way to manage customer issues and track 150+ service engineers. RSoft created a custom software solution for them in about a month. The new system automated ticket handling and improved communication with customers. Now, issues are addressed on time and service engineers can request spares and get feedback easily. The company can track service activities and customer satisfaction has improved.
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Teamgate Sales CRM helped Animacel d. o.o., a Slovenian...veterinary technology startup, manage their sales pipeline and set clear sales goals. The CRM made it easy to track leads, analyze customer data, and automate daily sales tasks. Animacel saw a 10-20% reduction in average deal closing time. The company praised Teamgate for its professional support and user-friendly features. Animacel now recommends Teamgate to other startups looking to improve their sales process.
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Thryv helped Paternity Testing Solutions build a digital foundation. The business owner... replaced scattered paperwork with Thryv's CRM and client management tools. He launched a professional website and used social media management to boost credibility. Thryv's platform doubled his revenue and filled his calendar. Courts and legal professionals now trust his streamlined process.
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Tata 1mg wanted to improve how they support their customers. They used Kapture's... tools to help answer customer questions quickly. Kapture's AI agents and self-serve options helped Tata 1mg resolve 90% of customer queries without human help. This made their support team more efficient. Tata 1mg was able to free up 60% of their agent capacity.
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Salesmate helped Body Rejuvenation MD improve lead tracking and patient acquisition. The clinic struggled... with disorganized processes and missed follow-ups before using Salesmate. With features like team inbox, email and text automation, and Instagram integration, they gained full visibility into their sales pipeline. Communication improved and patient conversions increased. Michael Dier called Salesmate a game-changer for their business.
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Method:CRM helped Savvy Bird Consulting manage growing demand for QuickBooks training and accounting services. Kayla Prusinski, the... owner, needed a CRM that fit her small business budget and offered strong data privacy. Method:CRM provided customizable workflows and a real-time, two-way QuickBooks sync. This made lead management easier and saved time for both Kayla and her clients. Kayla says Method:CRM is the perfect tool for QuickBooks users.
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Glue Up helped Shift DBS bring all their member data, events, and community tools into one place. Before Glue Up,... Shift DBS used many separate tools and had slow, manual processes. Glue Up’s platform gave them an integrated CRM, event management, and a community feed. Shift DBS now saves time and has fewer errors. Members get a better experience with easier access to events and updates.
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OnePageCRM helps L&J Tax attract and keep tax clients. Before using OnePageCRM,... Laura Lynch struggled to remember client details and follow-ups. The CRM lets her record notes, track referrals, and set reminders. L&J Tax uses the pipeline feature to manage projects and keep clients updated. Regular check-ins with clients help build trust and improve service quality.
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WORKetc helped Permit Place speed up permit approvals. Permit Place used... to handle lots of paperwork. They needed a better way to manage permit applications. With WORKetc, they tracked customer interactions and projects in one place. This made it easier to get permits approved faster. Permit Place grew into one of the largest permit expediting companies in the US.
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Teamleader Focus helped Digly automate scheduling for online meetings. Digly faced challenges... matching multiple calendars and managing a growing number of appointments. The integrated scheduling feature replaced separate tools like Calendly and Zapier. Digly now saves 15 minutes per appointment, totaling 2-4 hours weekly. The solution reduced interruptions, decreased no-show rates, and improved meeting preparation. Fewer errors occur in scheduling and customer data entry.
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StayinFront TouchCG helps Casella Family Brands improve field team efficiency. The tool lets... managers see in-field activities better. Casella processes customer orders faster. They track and report customer performance to find top outlets. The platform makes it easy to onboard field teams. These changes support growth and sustainability for Casella Family Brands.
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Zendesk helped Thrasio, a global consumer goods company, transform its customer experience. Thrasio relaunched Zendesk... with new integrations and agent training. This led to a 99% decrease in full resolution time and a 97% decrease in average first reply time. Thrasio also reduced its tech stack by 85%. The team now uses Zendesk data to find new sales opportunities and improve customer service.
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Zendesk helped Thrasio, a global consumer goods company, transform its customer experience. Thrasio relaunched Zendesk... with new integrations and agent training. This led to a 99% decrease in full resolution time and a 97% decrease in average first reply time. Thrasio also reduced its tech stack by 85%. The team now uses Zendesk data to find new sales opportunities and improve customer service.
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ATOLLON helped MALCOM manage sales and service for agricultural and municipal equipment. MALCOM needed a... system to handle sales, service, and workflow. ATOLLON integrated with ABRA Flexi for accounting and inventory. The solution gave MALCOM one program for all business, sales, and service records. Staff can track orders, service, and customer data in real time. Customers benefit from transparent service records and fast responses.
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BenchmarkONE helped Alabama Sawyer, a small woodworking and furniture business, replace HubSpot with a simpler, more affordable CRM and email marketing tool. Leigh, the head... of operations, needed a solution that saved time and fit her budget. BenchmarkONE made it easy to follow up on leads, automate sales tasks, and send targeted email campaigns. Website traffic and sales increased, and Leigh made three wholesale sales from a campaign she would not have sent without BenchmarkONE. The tool's integrations with Shopify and Xero also made business operations easier.
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Precursive helped Cognite, a global SaaS leader, double its services headcount while keeping processes and collaboration strong. Cognite used Precursive... to standardize tracking, improve resource management, and streamline revenue operations. The platform replaced manual spreadsheets with real-time dashboards and unified data. This led to better forecasting, improved CSAT, and early risk identification. Integration with finance ensured accurate revenue management and data consistency.
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Kommo helped amoCRM manage its partner relationships. Alexandra Najaryan, head... of the expert partner program, used Kommo to organize and automate partner management. The team doubled its partnership network in just 8 months. Kommo features like RingCentral SMS, Salesbot, and team messaging supported this growth. The CRM made it easier to handle marketing, sales, and support tasks.
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Fakturownia. pl needed a...way to handle customer support as their user base grew. At first, one person managed up to 250,000 accounts using Sugester. As the company grew to over 1 million accounts, an 11-person support team used Sugester to manage all customer messages in one place. Sugester let them handle emails, calls, chat, and forum posts together. The team now answers 250-300 calls a day and can quickly help customers. Sugester helped Fakturownia.pl keep support fast and organized as they grew.
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Front helps Scratchpad manage all customer interactions in one place. The team moved... from Gmail to Front to improve collaboration and response speed. Front's shared inbox and integrations let Scratchpad centralize email, chat, and text, making it easy to track and resolve requests. The company now keeps inbox zero and delivers fast, high-quality support. Scratchpad achieved 100% CSAT and exceeded response time goals using Front.
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A leading coffee distributor in the Middle East wanted to automate delivery confirmations and notifications. They used Reson8... to send automated SMS notifications, integrating it with their ERP system and online shopping portal. This allowed customers to easily schedule or reschedule deliveries. The integration saved time, simplified the delivery process, and improved customer experience.
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Delta Sales App helped QSTEK Farming manage their sales and field force. QSTEK Farming wanted... to move away from manual sales processes. They used Delta Sales App to capture sales transactions in real time and generate sales reports. The app made it easy to track sales, collections, and manage the sales team. QSTEK Farming found the reports feature very useful and praised the support team for prompt help.
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Taste for Life Foods wanted to grow their business but had problems with their order process. They could only... take orders for a few hours each day and had trouble tracking deliveries. PM AM CRM gave them a system with web, IVR, and mobile app platforms so customers could order anytime. The new system sends automatic messages to customers and staff and helps track every order. Now, sales have gone up, and the company can handle more orders without hiring more people. Managers and partners can see order status easily, and the company is starting to expand internationally.
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Unbounce helped Love Child Organics grow their email list. The brand started... with 2,000 email subscribers. Using Unbounce landing pages and social ads, they reached over 16,000 subscribers in about a year. The challenge was turning Instagram followers into email subscribers. The solution was to use targeted landing pages to collect emails. This gave the brand a direct way to reach customers and boost future sales.
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Stim, a copyright organization, needed a new system to handle complex management and large data from music streaming. They chose VisionFlow... for its traceability and integration with existing CRM systems. VisionFlow improved transparency and collaboration, providing valuable data for better business decisions. Stim's departments now work more efficiently with virtual teams and plan to introduce a customer portal.
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SP Facilities helped Atlas Performing Arts Center manage their growing facility needs. The center used... SP Facilities on Microsoft 365 to move away from emails and spreadsheets. This solution let them log tickets, create work orders, and manage assets in one place. Staff used a familiar interface, which reduced training needs. The system improved security and made operations more efficient. Atlas Performing Arts Center now serves patrons and tenants better.
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Gleantap helped Altitude Trampoline Park boost email open rates by 300% at Bossier City. The platform enabled... automated SMS and email marketing, driving higher engagement and bookings. Odessa booked nearly 500 birthday parties from one campaign series. Gastonia achieved a 52% open-to-click ratio. Gleantap improved campaign results, customer engagement, and ROI for this nationwide franchise.
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Bitrix24 helped a team of over 100 business consultants in India improve collaboration. The team used... Bitrix24 CRM to manage sales, clients, and communication. They also used tools for project management, task tracking, and online meetings. The solution made teamwork easier and improved productivity. The team benefited from features like chat, video calls, and shared documents.
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Vtiger CRM helped Aurik, a business accelerator in Johannesburg, improve turnaround time and boost team performance. Aurik needed a... simple tool to track progress and manage handovers for its 350 business clients. They chose Vtiger for its easy setup, project management, and strong case management with SLAs. Employees start their day with Vtiger, using its dashboard to track work. The system made it easy for Aurik to build a tool that fit their needs.
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Vtiger CRM helped Aurik, a business accelerator in Johannesburg, improve turnaround time and boost team performance. Aurik needed a... simple tool to track progress and manage handovers for its 350 business clients. They chose Vtiger for its easy setup, project management, and strong case management with SLAs. Employees start their day with Vtiger, using its dashboard to track work. The system made it easy for Aurik to build a tool that fit their needs.
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Atria Senior Living’s El Camino Gardens, led by Natasha Georges, won the Q Award for high-quality resident care. They used Aline... Quality, a mobile quality management solution, to conduct thorough assessments and ensure compliance with standards. Georges implemented action plans to address issues, focusing on critical factors like timely assessments. Weekly meetings and mock audits helped maintain compliance. The Q Award now helps them build trust with prospects and differentiate from competitors.
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TrackSuite helped Resort Group automate property management and save on payments. Resort Group manages... over 5,000 units and 90 HOAs in Steamboat Springs, CO. Their old property management system became obsolete and the replacement did not meet their needs. The CFO and team chose TrackPMS, TrackDistribution, and TrackPayments for smart automation. This improved efficiency and reduced manual work for their large hospitality operation.
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SevenRooms helped Gosford RSL improve member engagement and Google reviews using automation and AI. The club used... SevenRooms' CRM, marketing automation, and review management tools. Automated emails led to a 54% open rate and $121,380 in revenue in less than a year. The platform helped the team address negative feedback quickly and improve their Google score. SevenRooms allowed Gosford RSL to manage over 30,000 covers a month while keeping a personal touch with members.
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CREST-ERP helped Aldica Technologies improve production planning and inventory management. Before, Aldica tracked... inventory and production with manual processes and excel, leading to errors and downtime. With CREST, Aldica automated production plans, die management, and sub-contracting. This improved machine efficiency, reduced downtime, and made costing more accurate. The new system also cut errors in quality control and made it easier to track finished goods and die usage.
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Livespace CRM helped Auto Partner Garcarek, a Mercedes-Benz dealer, cut response time to new leads by 90%. The sales team... improved customer service and increased conversion rates, especially among new salespeople. The CRM made it easier to track sales opportunities in a complex, multi-step process. Garcarek also saved time onboarding new sales staff. Livespace enabled better lead management and higher sales efficiency.
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Reputation Studio helped Les Schwab manage online reviews across nearly 500 tire centers. Before, the team... took 4 minutes to respond to each review and managed 150 reviews daily using manual processes. With Reputation Studio integrated into Salesforce, reviews from Google, Yelp, and Facebook were pulled in real-time, prioritized, and responded to directly from dashboards. The average review response time dropped to under 60 seconds in the first week, and later to 30 seconds. The response rate increased from 50% to 99%, and efficiency improved by 92%.
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Ponte Vedra Plastic Surgery offers cosmetic and reconstructive treatments in Northeast Florida. Their team includes... surgical and nonsurgical providers and support staff. The case study highlights their practice profile. No specific challenge, solution, or results are described in the content.
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medi used Microsoft Azure to move from on-premise to the cloud. The goal was... to improve performance, scalability, and cost efficiency for their data platform. b.telligent delivered a cloud-first approach for a smooth migration. medi now has a modern analytics foundation and supports future growth. The project connected many data sources and kept reporting formats stable for users.
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Soleran ICM helps Children's Hospital manage compliance and facility operations. The platform connects... work orders, rounding, safety, and permit management in one place. This reduces data entry and operating costs. Over 400 hospitals use Soleran ICM for healthcare compliance. Children's Hospital benefits from real-time reports and integrated compliance management.
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Prospect CRM and Unleashed helped Trimbio, a medical equipment supplier, solve integration and manual data entry problems. The company saw... a 16.6% growth in sales and an 18.8% increase in gross margins. Admin time dropped by one day per week across all departments. Staff can now track customer conversations, manage stock, and coordinate repairs more easily. The solution improved quoting, order tracking, and customer retention.
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Act! CRM helps Asian... Medical, Inc. manage international sales. Michael O’Malley uses Act! to organize contacts and schedule key meetings. The mail merge feature lets him send personalized emails to dealers worldwide. Outlook integration logs every email and sales activity. Act! gives sales insights to track data and spot prospects needing attention. This helps Asian Medical, Inc. grow and serve both factories and dealers efficiently.
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WEM's no-code platform helped TSN Groen improve logistics operations. TSN Groen wanted... to reach 100% CO2-neutral operations. They used WEM to build and deploy modules fast. The platform made HR and logistics tasks easier. TSN Groen saved money and time. They improved client service and grew revenue. The company is now on track for full sustainability.
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BuddyCRM helped LTS Global Solutions solve data fragmentation and manual process issues. LTS used BuddyCRM... to centralize client data and automate routine tasks. The CRM integrated their warehouse, client management, and finance systems. LTS saw 20% faster client response times and a 90% same-day query resolution rate. The team now works more efficiently and clients are happier.
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EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed... a CRM to unify data from events, magazines, and websites. Their previous CRM was costly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.
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EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed... a CRM to unify data from events, magazines, and websites. Their previous CRM was costly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.
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Sage Intacct helped Ground Control manage multi-entity financial consolidation and recurring revenue. The company reduced... its monthly close time by 55%, from 11 days to five. Overdue debt dropped from 22% to 8%. Ground Control freed up over £900k in operating cash flow. Staff productivity and job satisfaction improved. Order-to-cash efficiency increased with Salesforce integration.
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A DG set vendor managed over 30,000 diesel generators at telecom sites across India. They struggled with... outdated software and needed better asset tracking, cost control, and service quality. They used Saleswah CRM to manage field service operations, including asset health, spares, and contract compliance. The CRM helped improve response times, SLA compliance, and stock visibility. The customer could now track asset history, prevent revenue loss, and pass quality audits.
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Voyado helped Blutsgeschwister, a fashion brand, move from generic campaigns to advanced segmentation and personalized automation. The team used... Voyado to target different customer journeys and manage marketing in-house. They saw a 69% increase in conversion rate, a 29% rise in email open rates, and a 60% boost in click-to-open rates. The average receipt value went up by 8.2%. The brand built loyalty through emotional connection, not discounts, using Voyado’s easy-to-use but powerful tools.
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Alore helped a fashion e-commerce company in Delhi reach 24,000 prospects with targeted messaging. They started 8,640... conversations and generated 112 qualified leads. The campaign cost $4,500 and created a pipeline value for the client. The process was handed over to the client after three months. The client wanted to quickly build a new distribution channel as lead generation from cold calls had slowed.
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Qymatix Predictive Sales Software helped a leading electrical wholesaler in Baden-Württemberg improve customer lifetime value. The company wanted... to use AI to boost pricing, cross-selling, and reduce customer churn. Qymatix enabled dynamic pricing and better sales recommendations. The wholesaler saved up to 0.5 million euros in pricing, gained 2.5 million euros in extra CLV, and retained about 5 million euros in revenue each year. Sales teams now get clear product suggestions for each customer.
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weclapp helped BoBoQ GmbH manage their wholesale bubble tea business in Germany. BoBoQ faced challenges... with unorganized processes and slow information flow. They chose weclapp for its easy interface and modular setup. The onboarding and data migration were smooth. With weclapp, BoBoQ improved IT integration, reduced data redundancy, and lowered return rates. They now save 6-20 hours of work and cut costs by 10-25%.
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RedHorse CRM helped Security of Los Angeles (SOLA) manage customer accounts in one place. SOLA switched from... multiple software tools to RedHorse for better integration. The CRM let them manage telemarketers, service tickets, and billing with QuickBooks. RedHorse improved email, document storage, and company-wide visibility. SOLA reduced paper use and improved business operations.
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Wingmate's Lead Generator and Simple CRM helped Sitex boost lead submission by 700%. Sitex replaced a... paper-based route lead program with a digital solution. The team achieved 75% actionable leads, a 60% conversion rate, and 85% employee engagement in one month. Over 300 leads came in across 26 routes in just 2 months. Communication and efficiency improved for route service reps and sales.
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CRMJetty Dynamics 365 Portal helped CIMSPA manage memberships and partner onboarding. Their old system... caused delays and errors in tracking and approvals. The new portal unified registration, automated workflows, and integrated payments. Admins now track applications, payments, and compliance in one place. Members and partners manage profiles and payments easily. CIMSPA gained better efficiency, transparency, and control over the membership process.
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Leap Event Technology helped the Kansas City Chiefs improve their marketing and CRM operations. The Chiefs used... Leap to centralize their CRM data and automate lead management. This made it easier for sales and fan development teams to track and follow up with fans. Leap also managed digital ad campaigns across platforms like Meta and Google Ads, running about 65 campaigns in 2024. The Chiefs saw a big increase in conversions and return on ad spend after using Leap's solutions.
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VeryConnect provided APPLiA, a European home appliance trade association, with a custom membership management platform. APPLiA needed a... faster, more secure system for managing members, documents, and billing. VeryConnect built a solution that loads data quickly, supports 250,000+ emails per year, and meets strict security needs. The platform includes automated invoicing, CRM features, and tools for working groups. APPLiA now saves time and engages members more effectively.
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C2CRM helped Aiphone, a provider of intercom technology, overcome challenges from the economic downturn. The sales and... support teams use C2CRM to track customer activity and spot market trends. C2CRM replaced a failed $500,000 CRM project, with installation completed in just 32 hours for under $70,000. The system improved productivity, reduced training time, and cut operating costs. Many processes are now paperless, saving time and money.
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HyperTeam used its PM Toolbox to build a digital workplace for Collier County Public Utilities Department's Engineering & Project Management Division. The solution included... a cloud-based SharePoint 2016 system with modules for project approval, management, and reporting. Project managers now track and manage projects, collaborate, and generate reports in minutes instead of days. The new system improved work efficiency and centralized project data. The solution also enabled quick, organized documentation and easier project coordination.
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SalezShark Connect+ helped 1HR Market, an HR services platform, solve campaign management problems. They replaced many... tools with one platform, automating marketing and improving team collaboration. Campaign creation and execution became 35% more efficient. Campaign performance improved by 25%, with an 18% increase in engagement and a 22% rise in conversion rates. Team productivity rose by 15%, and client satisfaction increased by 27%.
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RIDER1991 is a Ukrainian designer watch project that raised over $27,000 on Kickstarter. Co-founder Nazar Malets... shares insights on their crowdfunding experience. The watch design is inspired by motorcycle culture. The team used cloud solutions for collaboration. They emphasize the importance of studying competitors and preparing marketing content for a successful campaign.
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SuperOffice CRM helped Signify Research Limited improve staff workflow and customer knowledge. The company needed... detailed targeting and integrated contact management for a small, specialized client base. SuperOffice provided a solution with strong data integration, campaign scheduling, and GDPR compliance. Staff now avoid duplicate outreach and deliver timely, relevant market insights. The marketing team uses campaign analysis tools to improve newsletters and reach prospects in different time zones. SuperOffice supports growth with a scalable, license-based model.
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Barantum CRM helped AnterAja centralize all business data in one place. Before Barantum, teams... worked with scattered files and no unified system. With Barantum, AnterAja standardized processes for sales and after sales support. The CRM improved productivity and made collaboration easier. AnterAja now manages leads and customer service more effectively using Barantum's features.
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LeadNeuron™ by Rhetorik helped a leading US cloud-based cybersecurity provider find 10x more qualified leads. The customer wanted... to reach tech personas in North America and EMEA with the right skills and knowledge. Previous suppliers could not deliver accurate contacts at a good cost. LeadNeuron™ used AI and skills-based targeting to deliver better, customized leads. The customer saw a 10x increase in qualified leads.
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InStreamCRM helps Planners Polska Sp. z o.o manage... customer relationships and sales processes. The company uses InStreamCRM to monitor communication and respond quickly to customer needs. Key features like content sharing, mailbox integration, and process management support their daily work. The CRM system fits their needs and helps with customer acquisition, relationship building, and project realization. Planners Polska values how InStreamCRM supports their business in the event organization industry.
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