CRM Client Stories | Industry adoption & Deployment Successes

SweepBright helped 1894, a real estate services company, automate and connect all their tools. 100% of their tools are now... integrated with SweepBright. 110 employees benefit from centralized information. The company cut administrative management time in half. All field teams gave positive feedback on the tool's ease of use.
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Follow Up Boss helped Changing Latitudes manage leads and growth across three offices in two states. The team switched from... an outdated CRM, migrating eight years of data. With Follow Up Boss, they streamlined lead distribution and agent onboarding. The brokerage tripled its team size in three years and reached $44M in annual volume. Recognized as a top agent by Zillow and others, Changing Latitudes continues to expand with strong team culture and efficient systems.
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Tribus helped BHHS Vision Real Estate launch a new brokerage website in just two weeks. The Ashland theme gave every... agent and team their own site, backed by a strong CRM and intranet. The platform included lead routing and concierge support. Staff praised the instant chat support and expert guidance. The quick setup and ongoing help built trust and confidence in Tribus.
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Lone Wolf Boost helped Intracoastal Realty grow its social media presence and boost property listings. The platform automated ad campaigns,... saving time and reducing complexity for the marketing team. Boost enabled targeted advertising, reaching buyers and sellers in key markets. Real-time performance tracking and customizable ad designs supported brand growth. The solution delivered seamless integration and improved visibility for listings online.
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Brivity helped Royal Realty automate tasks and manage up to 70 transactions at once. Nick Schauble used Brivity’s Auto Plans... to reduce manual work and improve client communication. The brokerage grew 2X to 5X annually without hiring more staff. Automated follow-ups and reporting dashboards made business tracking easier. Brivity’s tools supported launching a new brokerage and boosted client reviews through automated requests.
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Real Geeks helped Cape Homes Team RE/MAX earn over $3 million in commissions since 2018. Al Lewis started with no... network in Cape Coral and used Real Geeks to generate leads and build a team of six agents. The platform's automation and auto chat features enabled regular follow-ups and improved lead conversion. In the last 30 days, the team closed 10 transactions from Real Geeks leads. Al Lewis reports a 30-to-1 ROI from using Real Geeks for lead generation and management.
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Second CRM helped The Launchpad organize its growing member database and manage leads from many sources. The team moved from... Excel to a central CRM, making it easier to track members and sales leads. Automated workflows and office automation modules improved transparency and task management. Service requests are now tracked digitally, reducing manual work. The Launchpad saw better efficiency, higher customer satisfaction, and improved retention.
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IXACT Contact used Whitecap Canada to build a cloud-based CRM for real estate agents. The new system helped agents manage... contacts, automate marketing, and track key events. After five years, IXACT Contact grew its user base by 85% and refreshed its infrastructure with Intel Xeon servers. The upgrade cut page load times by 25% and let users access data up to 50% faster. Agents using the CRM saw business growth, with some doubling their sales in two years.
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Profit Power helped Coldwell Banker Advantage automate commission calculations and reporting. The company eliminated manual spreadsheets and workarounds from their... old back office software. Monthly reports are now sent automatically to managers, saving time and improving access. The user interface and support team made the transition easy. Ongoing training and responsive customer service let the accounting team focus more on supporting agents and managers.
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Purplebricks replaced its legacy CRM with Creatio’s AI-native, no-code platform. The company saved $2.6M in total cost of ownership and... cut lead response time from 3 days to under 20 minutes. Lead volume increased by 35% and conversions doubled within six months. Creatio automated lead triage, integrated with key property sites, and enabled rapid platform changes. Purplebricks now delivers faster, smarter service and supports business growth with real-time dashboards and automation.
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Top Producer X CRM helped Greenridge Realty, Inc. streamline real estate transaction management. Closing coordinator Alley Poll used task plans... and key dates to organize workflows for over 15 agents. MLS integration made property status updates automatic and easy to track. Alley found the system's dynamic workflows and regular webinars valuable for ongoing learning. The CRM improved efficiency and supported both her and her husband's real estate work.
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Lone Wolf Technologies helped Real Estate One, Inc. move from paper-based processes to digital workflows. Maureen Peterson, IT Project Manager,... led the change to Lone Wolf’s all-in-one real estate platform. The team saw a 15% boost in efficiency and satisfaction. They saved 6–10 hours each week. Customizable eSignatures and transaction management made daily work easier. Reliable support and scalable tools supported their growth.
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Lone Wolf Technologies helped Real Estate One, Inc. move from paper-based processes to digital workflows. Maureen Peterson, IT Project Manager,... led the change to Lone Wolf’s all-in-one real estate platform. The team saw a 15% boost in efficiency and satisfaction. They saved 6–10 hours each week. Customizable eSignatures and transaction management made daily work easier. Reliable support and scalable tools supported their growth.
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Lone Wolf Technologies helped Real Estate One, Inc. move from paper-based processes to digital workflows. Maureen Peterson, IT Project Manager,... led the change to Lone Wolf’s all-in-one real estate platform. The team saw a 15% boost in efficiency and satisfaction. They saved 6–10 hours each week. Customizable eSignatures and transaction management made daily work easier. Reliable support and scalable tools supported their growth.
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Knockwise helped Aaron Shrier, a real estate agent at Keller Williams Encino-Sherman Oaks, boost his door knocking results. Aaron saw a... 15-20% increase in new contacts added to his database each month using Knockwise. In a 2018 study, he completed 1,793 total visits and achieved 755 nurtures. He ranked in the top 2% for production volume among users. Knockwise supported Aaron in generating more opportunities from door-to-door outreach.
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UcaDO used Agile CRM with RingCentral to double its outbound call productivity. The team automated lead segmentation and follow-up emails,... saving time for decision makers. Agile CRM's integration enabled UcaDO to prioritize leads and track call outcomes. The solution helped UcaDO's sales team reach more prospects and grow faster. UcaDO now plans to expand into new markets using these tools.
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Reapit helped Duncan Yeardley Estate Agents triple their team size and expand from Bracknell to Ascot. The agency switched to... Reapit after their old system could not keep up. Reapit unified sales and lettings on one platform, automating admin and improving visibility. Management dashboards and reporting tools enabled faster, data-driven decisions. The team now delivers better service and grows efficiently with Reapit as their core system.
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Tenant Turner helped Compass Property Management handle tenant inquiries and leasing calls. The company wanted to grow without hiring more... staff. Previous systems were costly and did not save time. Tenant Turner automated the leasing process and integrated with their property management system. Staff now focus on closing applications faster. The team at Compass reports a better customer experience and happier staff.
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Zurple helps Marcia Monaco stay in touch with real estate leads for years. The platform sends messages to old leads,... prompting them to reach out even after a long time. Marcia says she could not remember to follow up with leads from years ago without Zurple. This tool keeps her connected to potential clients over time.
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Radius helped Poppy Real Estate close 57% more units year over year. Poppy wanted to grow without losing their boutique... identity. They needed a platform that offered freedom, flexibility, and support. Radius managed technology, compliance, and systems for them. This let Poppy focus on developing agents and delivering high-touch client service. Their brand and agent productivity grew quickly after joining Radius.
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Century 21 Select Group used PureAgent Testimonials Integration to centralize agent reviews. The system syncs testimonials from platforms like Zillow... and Google directly to brokerage and agent websites. Staff can moderate, tag, and publish reviews with built-in compliance. Agents build trust faster with verified testimonials on their profiles. The process supports agent recruitment and improves consumer engagement.
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FIG Properties used LeadSimple Operations to automate lease renewals. Before, they struggled to send renewal offers on time and often... missed lease increases. With LeadSimple, they now send offers 90 days in advance and renew leases within 60 days. This freed up time for leadership development and improved client relationships. The team can now focus on growth instead of daily tasks.
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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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InTouch Pro, powered by Market Leader, helps Coldwell Banker Pacific Properties reach contacts daily. Agents use customizable websites to let... clients search for listings and neighborhoods. Kelly Kanoa recommends loading all contacts into the CRM and using Pro features like the Blog. The solution helps agents stand out from competitors and manage their business more easily.
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Paramantra replaced SAP CRM for a leading real estate company in India. The company faced slow lead allocation, too many... disconnected systems, and heavy manual data entry. Paramantra unified sales and marketing processes, automated lead management, and reduced paperwork by up to 95%. Sales productivity increased with a real-time sales communication system. The solution improved data security and efficiency across 25+ projects.
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VisionFlow helped HSB Brf Viggbygärdet bring all issues and projects into one shared workspace. The team moved from scattered lists... and emails to a clear, user-friendly platform. VisionFlow's flexibility let them customize workflows and views for daily tasks and big projects. The system improved team overview, responsibility, and process safety. Fast customer support and easy adjustments made VisionFlow a long-term solution for their property management needs.
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Metroleads helped Pride Purple Group boost pre-sales productivity by over 20%. The company faced high lead data leakage, high telephony... costs, and poor sales data visibility. Metroleads implemented on-premise PRI with GSM gateway, phone and email masking, and automation for lead capture. Results include a 15% site visit conversion rate, 10-minute lead turnaround, and 30% savings in telephony costs.
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Yardi Aspire helped AHEPA Management Company cut onsite training from five days to two. The online learning platform replaced costly... travel and outdated training methods. AMC now offers over 40 courses and custom content to staff across 95 properties. Employees access training anytime, improving readiness for upgrades like Yardi Voyager 7S. Reporting on employee development also improved with Aspire.
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Yardi Aspire helped AHEPA Management Company cut onsite training from five days to two. The online learning platform replaced costly... travel and outdated training methods. AMC now offers over 40 courses and custom content to staff across 95 properties. Employees access training anytime, improving readiness for upgrades like Yardi Voyager 7S. Reporting on employee development also improved with Aspire.
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Buildout CRM helps Nexus Commercial Realty manage over 13,000 contacts and track 213 listings. In 120 days, brokers logged 5,000+... calls and 112,000 interactions. The CRM keeps all deal and client data in one place, saving time and boosting team collaboration. Dashboards and Chatter features improve pipeline visibility and communication. Nexus uses Buildout to grow their network and close more deals in commercial real estate.
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MoxiPresent helped Lauren Huffman at Land and Home Group cut CMA presentation time from hours to just 10 minutes. She now saves... 2-3 hours per presentation and delivers results to clients much faster. The software's live map and easy navigation made her workflow smoother. Lauren's presentations look more professional, boosting her confidence and clarity with clients. The biggest win: she reclaimed her evenings and weekends for family time.
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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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BoldTrail uses its all-in-one real estate platform to power brokerage growth and agent success. The platform connects back office, financials,... client management, websites, and marketing in one system. Brokerages and agents scale faster and stay focused with this solution. Teams deliver standout service at every stage using BoldTrail's platform.
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BoldTrail uses its all-in-one real estate platform to power brokerage growth and agent success. The platform connects back office, financials,... client management, websites, and marketing in one system. Brokerages and agents scale faster and stay focused with this solution. Teams deliver standout service at every stage using BoldTrail's platform.
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Bitrix24 helped DIGI-TEXX speed up work and improve teamwork. The CRM made client management easy. AI Copilot saved time with... smart automation. Workgroup, Task, and Workflow modules kept teams organized and efficient. DIGI-TEXX saw better productivity and smoother operations after using Bitrix24.
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Zoho CRM helped IDT and its subsidiary NRS unify sales, operations, and customer service for over 35,000 convenience stores. NRS replaced manual... spreadsheets and a failed Salesforce rollout with Zoho CRM, enabling automation, integrations, and streamlined workflows. The platform scaled from a few users to over 1,000, supporting rapid business growth and improved customer satisfaction. Integrations with telephony, shipping, and analytics tools further enhanced efficiency. Customer service, distributor management, and referral programs all run through Zoho CRM, driving better results across the business.
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Zoho CRM helped IDT and its subsidiary NRS unify sales, operations, and customer service for over 35,000 convenience stores. NRS replaced manual... spreadsheets and a failed Salesforce rollout with Zoho CRM, enabling automation, integrations, and streamlined workflows. The platform scaled from a few users to over 1,000, supporting rapid business growth and improved customer satisfaction. Integrations with telephony, shipping, and analytics tools further enhanced efficiency. Customer service, distributor management, and referral programs all run through Zoho CRM, driving better results across the business.
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Zoho CRM helped IDT and its subsidiary NRS unify sales, operations, and customer service for over 35,000 convenience stores. NRS replaced manual... spreadsheets and a failed Salesforce rollout with Zoho CRM, enabling automation, integrations, and streamlined workflows. The platform scaled from a few users to over 1,000, supporting rapid business growth and improved customer satisfaction. Integrations with telephony, shipping, and analytics tools further enhanced efficiency. Customer service, distributor management, and referral programs all run through Zoho CRM, driving better results across the business.
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Zoho CRM helped IDT and its subsidiary NRS unify sales, operations, and customer service for over 35,000 convenience stores. NRS replaced manual... spreadsheets and a failed Salesforce rollout with Zoho CRM, enabling automation, integrations, and streamlined workflows. The platform scaled from a few users to over 1,000, supporting rapid business growth and improved customer satisfaction. Integrations with telephony, shipping, and analytics tools further enhanced efficiency. Customer service, distributor management, and referral programs all run through Zoho CRM, driving better results across the business.
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Precursive helped Torrent Consulting, a Salesforce partner, manage rapid growth. Torrent struggled to track team capacity and project schedules using... Google Sheets. With Precursive on Salesforce, they now track people, projects, and revenue in one place. The team can mobilize faster and fill project gaps quickly. They also track project costs and margins more accurately. This improved planning and reporting gives Torrent a competitive edge.
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Zendesk unified IT and HR support into a single Employee Help Center, consolidating 17 separate environments. The company deployed AI... to handle 54% of internal support tickets, resolving 28% in one touch. This saved over 21,000 hours and achieved a 96% employee satisfaction score. Employees now access support through one entry point, improving collaboration and visibility. Zendesk also built custom security features to protect sensitive information.
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Zendesk unified IT and HR support into a single Employee Help Center, consolidating 17 separate environments. The company deployed AI... to handle 54% of internal support tickets, resolving 28% in one touch. This saved over 21,000 hours and achieved a 96% employee satisfaction score. Employees now access support through one entry point, improving collaboration and visibility. Zendesk also built custom security features to protect sensitive information.
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Microsoft Clarity helped Zobaze increase onboarding flow completion rates by 27%. Zobaze used Clarity’s session recordings and heatmaps to find... UI bugs and user confusion in their app. They fixed issues with language-specific UI and improved in-app guides. These changes led to higher customer satisfaction and more conversions. Clarity gave Zobaze real-time insights into user behavior across devices and regions.
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Posted used Close to manage over 2,200 organic leads in just five months. Their five-person team automated lead tracking, follow-ups,... and call summaries using Close workflows and AI call tracking. SDRs responded to leads within 20 minutes and closed deals in under a week. Every sales call was recorded and analyzed for objections and feature requests. Posted kept their team small while boosting conversions and learning from every deal.
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Scratchpad helped Recharge save 455 hours of seller admin work each month. The sales team used Scratchpad to centralize deal... updates, structure call notes, and automate MEDDIC updates in Salesforce. Sellers no longer wasted time switching tabs or retyping notes. AI-driven suggestions improved data accuracy and reduced manual entry. Leaders gained trust in CRM data and could coach more effectively. Recharge saw cleaner CRM hygiene and sharper sales execution.
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ViaDirect used NetHunt CRM to manage sales reporting and forecasting. The team tracks leads, analyzes deal outcomes, and reviews business... performance using NetHunt's Gmail integration. Filters and views help them understand lead conversion and sales reliability. The CRM links all client communication and history in one place. ViaDirect values NetHunt for its simplicity and seamless Gmail connection.
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Oorwin helped a staffing and technology consulting firm cut client onboarding time by 74%. The firm faced issues with scattered... client and vendor data and lacked centralized contact management. Oorwin's CRM enabled automation of lead management workflows and centralized all client interactions. The solution also improved tracking of conversations and integrated multiple data sources. This led to faster and more efficient onboarding for new clients.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours a year. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours a year. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours a year. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours a year. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours a year. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Barantum CRM helped Tada structure 85% of its complaint handling. Tada, a loyalty and rewards platform, faced challenges with separate... systems and manual chat management. By centralizing all communication channels into Barantum, Tada improved efficiency and reporting. The integrated ticketing system made daily operations faster and more organized. Tada now manages chats from WhatsApp, email, and more in one place.
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GameChangers used Globi Web Solutions to integrate email with Podio. All emails now go into Podio. The team can share,... track, and search emails easily. Each email links to the right item and contact. This setup helps teams manage communication in one place.
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SymVolli helped Streamwire improve IT support delivery. The team now produces management reports instantly, saving over an hour each week.... Everyone follows a standard help desk process. This new discipline meets their needs. The system supports proactive client service. Streamwire benefits from faster, more reliable 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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SalezShark Engage CRM Software helped Client X, a mid-sized B2B IT consulting provider, cut lead response time by 60%. Before using the... CRM, manual lead handling caused delays and lost opportunities. With automation, instant notifications, and lead scoring, Client X improved sales performance and customer satisfaction. The CRM enabled real-time alerts, auto lead assignment, and follow-up automation. Implementation took less than three months and delivered lasting results.
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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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CliniClowns used Spotler Engage to improve their social media and webcare operations. They combined professional agents and volunteers to monitor... and respond to messages seven days a week. The platform helped them deliver positive engagement, manage live chat during campaigns, and quickly address requests from parents and care institutions. Spotler Engage enabled efficient teamwork, direct publishing, and real-time sentiment monitoring for better service and storytelling.
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StratusLIVE 365 helped National FFA Foundation boost fundraising. The organization unified 14 separate systems into one platform. Staff used Microsoft... Dynamics 365 integration for donor management and reporting. In one year, total payment revenue rose by 18%. The average gift amount increased by 33%. The team improved donor engagement and pledge fulfillment rates.
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Thryv helped Dunamis Woman Enterprise, LLC automate their marketing and CRM. The organization grew from 15K to 45K, then tripled... revenue every year, reaching $3 million annually. Thryv's tools enabled them to handle up to 50,000 new leads in a week and maintain a 98% membership retention rate. Their email database grew to 130,000 contacts with a 35-40% open rate. Automation saved the team 20-30 hours per week.
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Act! CRM helped ZorgpleinNoord replace manual Excel processes. The organization now sends targeted newsletters in minutes instead of days. Internal... communication improved with shared client histories and Outlook integration. Act! enabled more professional external communications and streamlined workflows. Efficiency increased across departments, meeting the needs of over 180 member organizations.
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Phab used Beacon CRM to replace complex spreadsheets and manual tracking. The team now manages supporter journeys, fundraising, and Gift... Aid in one place. Automated integrations with JustGiving, Enthuse, and Mailchimp save time and reduce errors. Staff can focus on donor engagement and retention instead of admin work. Beacon CRM acts like an extra team member, helping Phab grow their mission of inclusion.
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Funraise helped Dressember grow its nonprofit fundraising. Dressember used Funraise for peer-to-peer campaigns and donor management. They saw 42% more... donations and 39% more donation dollars year over year. Fundraisers increased by 34%. Funraise made it easy to track donor data and run campaigns online. Dressember could focus on their mission and reach more supporters.
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Virtuous CRM+ helped Oasis for Orphans automate donor data and save eight hours a week. The nonprofit used segmented, multi-channel... campaigns to win back 17% of lapsed donors. Peer-to-peer fundraising revenue more than doubled, growing from 6% to 14% of annual revenue. End-of-year giving increased by over 62%. The team no longer needed to manually categorize donors, making fundraising more efficient.
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Procurios built a new website for ZORG. tech. The platform made it easier for members to connect and communicate. ZORG.tech...increased its activities from one per month to three or four. The invoicing process for their yearly congress went from over a year to much faster, improving cashflow. Members enjoy using the online community and forum. The mobile app offers both white-label and branded options.
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Glue Up helped the Arab-British Chamber of Commerce replace manual processes with a centralized platform. The Chamber used to manage... memberships, events, and payments across disconnected tools like Excel and Mailchimp. With Glue Up, they now handle applications, registrations, and communications in one place. Staff save time by automating workflows and reducing duplicate work. Members benefit from a connected digital experience and a white-label mobile app. The Chamber can now focus more on supporting members and less on administration.
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ONLYOFFICE helps Der Stammtisch connect young people and adults across Germany. The team uses ONLYOFFICE for a central document repository... and easy collaboration. Integration with their team portal lets members store and access important files from anywhere. The iOS app makes working together simple on the go. The platform is reliable, clear, and free for their needs.
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Giveffect helped The Writers Guild Foundation move in-person events online during the pandemic. Using Giveffect’s Zoom integration, the nonprofit quickly... set up virtual events and managed communications. Event attendance grew from 4,504 in 2018 to 18,089 in 2021, a 4x increase. The team used Giveffect’s CRM and reporting tools to target supporters and track event success. Staff found the platform easy to use for ticketing, donor management, and analytics.
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BIGContacts helped the Foundation for Financial Education organize attendee data from workshops. Before, they struggled to track names, emails, and... phone numbers. With BIGContacts, they imported contacts themselves and followed up faster. The CRM's easy interface made it simple to use. Their team saw better engagement and improved communication with attendees.
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Booking Ninjas helped YMCA of the North fix booking headaches by building a Salesforce-native reservation system. The new platform automates... seasonal cabin availability, payments, and guest data management. Staff now manage all reservations and payments in one place, saving time and reducing errors. Guests book cabins online with clear seasonal rules and automated split payments. Real-time dashboards and analytics give leadership better visibility into revenue and occupancy. The YMCA now has a scalable digital foundation for future growth.
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APPLiA used VeryConnect to improve membership security. They managed invoicing and document access on a secure platform. The solution helped... APPLiA transform how they handle member data. APPLiA now has better control over membership management. The platform supports secure and efficient operations for the trade association.
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Foundant’s CommunitySuite, GLM, and SLM helped Central Florida Foundation move from paper-based to digital workflows. The foundation reduced grant and... donation processing time by 25%. Monthly close time was cut in half. The team now has a simpler, cleaner review process. Systems are more connected and efficient.
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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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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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Muster helped ChamberRVA launch a digital advocacy program. Before using Muster, ChamberRVA relied on traditional outreach and could not track... member actions. With Muster, they sent more advocacy messages and mobilized members around key legislative issues. The platform increased their visibility and empowered members to support policy goals. ChamberRVA saw improved engagement and results from their advocacy efforts.
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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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Bloomerang donor management software helped The Children’s Center of Wayne County achieve a 300% increase in net contributions over 36 months. The nonprofit faced... a major fundraising challenge and needed to turn around its philanthropy operations. By using Bloomerang, they improved donor engagement and streamlined fundraising processes. This led to tripled fundraising results and greater impact for their mission.
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Toolyt’s mobile CRM helped SK Finance Ltd cut loan disbursement time from 27 days to 9 days. The company reduced... turnaround time by 64.5%. Loan disbursements increased by 86.1%. Manual processes were replaced with sales automation. SK Finance streamlined onboarding and operations using Toolyt.
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OutSystems helped Western Union launch digital banking apps in Germany and Romania in just 11 months. The company used OutSystems... to speed up app development, modernize IT, and improve customer experiences. Western Union delivered over 20 apps, including a multi-currency banking app and internal tools. The platform enabled faster product launches, with the front-end built in under four months. OutSystems reduced developer needs and improved team agility.
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Agentforce and Salesforce Service Cloud helped a leading US financial services firm cut loan processing time by 40%. The solution automated... information collection and integrated Equifax credit checks. Customers now get personalized loan recommendations and guided application support. Application accuracy improved by 25%, and customer engagement rose by 35%. The new process is faster, more accurate, and easier for both staff and clients.
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Agentforce and Salesforce Service Cloud helped a leading US financial services firm cut loan processing time by 40%. The solution automated... information collection and integrated Equifax credit checks. Customers now get personalized loan recommendations and guided application support. Application accuracy improved by 25%, and customer engagement rose by 35%. The new process is faster, more accurate, and easier for both staff and clients.
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Monument Group uses Altvia’s CRM to unify investor workflows across global offices. The platform provides a single source of truth,... eliminating data silos and improving team alignment. Real-time reporting and dashboards help track fundraising activity and investor status. Automation and integrated tools save time and boost efficiency. Monument Group relies on Altvia to scale operations and deliver transparent, tailored updates to investors.
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Thrive Wealth Management needed a CRM to unify multiple Credit Union wealth divisions. They chose Maximizer CRM to deliver more... personalized services and adapt to strict industry regulations. The platform became the backbone for sales and operations. It helped Thrive provide a seamless client experience at every life stage. Maximizer CRM supported compliance and service delivery in the wealth management sector.
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Affinity helped f7 Ventures organize and scale their $50 million fund. The firm moved from email and spreadsheets to a... single CRM for deal flow and relationship management. Affinity enabled f7 to evaluate thousands of companies using consistent data fields. The team now runs efficient deal flow meetings and manages investor and founder relationships proactively. With Affinity, f7 Ventures is more organized, accountable, and ready for long-term growth in venture capital.
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NMI Gateway helps Canyon Payments deliver modern payment tools to SMBs. Many small businesses struggle with complex payment systems. Canyon... Payments uses NMI to offer easy, all-in-one payment solutions. Tap to Pay adoption exceeds 75% after demos, speeding up payments for merchants. Canyon Insights, built on NMI’s API, turns payment data into useful business intelligence. NMI’s platform supports merchants, ISOs, and software companies with simple, scalable payment technology.
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ConvergeHub helped a financial services firm specializing in tax, accounting, and planning. The firm used QuickBooks Desktop integration to sync... client and financial data. This reduced data discrepancies by nearly 85%. Case management workflows improved documentation accuracy. Performance dashboards cut case resolution time by almost 30%.
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BNTouch Mortgage CRM helped EMM Loans LLC automate email and SMS campaigns. The company improved communication with borrowers and prospects.... EMM Loans used milestone campaigns and custom SMS consent fields to enhance client engagement. Automated birthday greetings led to new refinance opportunities. The CRM enabled fast, uniform messaging during a rebrand. EMM Loans now integrates social media campaigns and tracks lead conversions with BNTouch.
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Floify helped My Mortgage, Inc. improve communication between loan officers, borrowers, and referral partners. The platform made the mortgage process... faster and more professional for borrowers. My Mortgage used Floify to streamline document collection and reduce manual follow-ups. The company saw positive feedback from borrowers and increased efficiency for staff. Floify enabled My Mortgage to scale operations and support growth without sacrificing service quality.
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4Degrees helped Alcorn Partners automate manual tasks and save hundreds of hours. The team replaced Excel spreadsheets with a CRM... built for deal makers. 4Degrees syncs email interactions and links contacts to deals. The Outlook plugin lets them add contacts and deals quickly. Now, Alcorn Partners has more time to build relationships and evaluate investments.
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Hemingway Wealth wanted to improve how they set goals and tracked progress. The new COO led the team to define... key business metrics. Before this, the company did not track performance or set clear objectives. Team members wanted better data on sales, client service, and marketing. They also needed easier ways to prepare for meetings and manage data access. The company started using metrics-driven leadership to align teams and make smarter decisions.
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Wealthbox CRM helped Benchmark Wealth Management move away from slow Excel spreadsheets and a complex CRM. The firm now works... faster and serves clients better. Wealthbox made it easy for Benchmark to scale and grow assets under management. The team found the transition simple and improved their client acquisition. Benchmark now delivers more tailored financial strategies with less hassle.
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Wells Fargo Advisors chose NexJ CRM after a detailed review of top intelligent CRM vendors. NexJ CRM stood out for... its seamless integration with Wells Fargo’s financial systems and third-party apps. The solution supports over 20,000 advisors in wealth management. This case highlights CRM integration, financial services technology, and enterprise-scale deployment.
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CRM-UK transformed customer service for Mercedes Finance IT. The CRM system improved how the team manages customer interactions and support... tickets. Integration with Microsoft Outlook and multi-channel communication made it easier to track all activities. Customers are now happier with the improved service. Mercedes Finance IT praised CRM-UK for a smooth installation and positive experience.
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OptifiNow helped Solve Mortgage scale its wholesale lending business. Solve Mortgage needed a CRM for account management and broker responsiveness.... OptifiNow delivered a CRM with a B2B database, rate sheet distribution, and NMLS de-duplication. The system was up and running in 30 days. Solve Mortgage saw faster growth, better broker management, and improved sales and marketing controls. OptifiNow's support and cost-effectiveness made it the right choice for Solve Mortgage.
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Doxim Customer Communications Management (CCM) helped a leading U. S. mortgage servicer gain full control over their file production process....The company needed a solution to manage complex customer communications. Doxim CCM provided tools for better oversight and efficiency. The mortgage servicer improved their workflow and communication management. No specific metrics or customer quotes are mentioned.
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Xfactor. io helped an enterprise B2B company fix a stalled sales pipeline. The company had a $34M pipeline but expected...only $2.9M in revenue. Xfactor.io found hidden issues slowing deals and hurting win rates. Leadership used these insights to speed up deals and improve pipeline quality. Value-based selling unlocked $29M in new revenue.
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Auro CRM integrated WooCommerce with a leading Australian sustainability services provider's CRM. The solution synced business, order, and customer data... in real time. It simplified invoice generation and removed duplicate records. The provider gained a consolidated view of customer data. Sales and customer service improved with clean, accurate information.
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Alore helped Prospects, a Singapore-based recruitment firm, automate their hiring workflow. They built a database of 1,215 candidates and managed... outreach and qualification. This led to 245 responses and 65 interviews arranged. The project generated $110,000 in pipeline value from a $3,000 investment. Prospects overcame challenges with applicant quality and volume using Alore's solution.
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Soffront CRM helped American Security Programs boost sales productivity and save weeks of man hours with automated task flows. The company replaced... manual spreadsheets, enabling staff to manage hundreds of relationships and increase sales capacity. Soffront's system supported a 77% growth rate and provided a 360-degree view of contract operations. Real-time reporting and automation improved communication, inventory tracking, and quality assurance. The team praised Soffront for its easy customization and strong customer support.
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Esonic manages over 400 brewery automation projects each year. Their old CRM could not keep up with their growth and... complex sales model. eWay-CRM gave Esonic custom workflows for sales and project management. The system speeds up quoting and reduces errors with document templates. Real-time reporting helps leaders track team performance and cash flow. Esonic now has clear oversight of sales, projects, and finances in one place.
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Ladbrokes worked with bxp software to build custom training courses. The bxp team helped design the courses and advised on... the best media for each learning need. Ladbrokes received support throughout the project. The partnership improved their training delivery process.
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KeyTech helped Monochrome Blog improve their website performance. The team used website analysis, keyword research, and content writing. They also... optimized the site for better results. Monochrome Blog saw a 75% increase in conversions. ROI reached 90% and traffic grew by 95%. The project achieved a 100% success rate.
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Saleswah Service CRM helped a large DG Set maintenance provider improve billing accuracy. The system automated monthly billing, preventing revenue... leakage. It tracked asset health and contract changes, making planning easier. SLA penalties and deductions were calculated automatically. Billing and reconciliation time dropped from two weeks to one day.
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Dubsado helps Krystal Clark book clients quickly. She sends proposals that impress her clients. The mini sales page style and... on-brand design make a big impact. Clients book her services in minutes. Dubsado changes how she presents her business.
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Implisense CRI hilft einem Interessenverband, Mitglieder besser zu segmentieren. Der Verband betreut zehntausende Unternehmen mit unterschiedlichen Interessen. Implisense CRI nutzt... KI, um Daten aus Websites, Presse, Social Media und LinkedIn zu sammeln und automatisch im CRM zuzuordnen. Die Mitglieder werden in etwa 100 Kategorien eingeteilt. Das Ergebnis ist eine höhere Mitgliederzufriedenheit und mehr Beteiligung an Angeboten.
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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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TeamGram CRM helped Metraj Tente create sales quotes faster and with fewer errors. The company now manages its entire sales... process from start to finish using TeamGram. The CRM system improved efficiency and reduced mistakes. TeamGram supports sales teams with easy quoting and process management.
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Hippo helped Fatafat reduce turnaround time from hours to minutes. Order cancellations dropped by 37%. The number of orders increased.... Customer satisfaction improved. Fatafat built stronger relationships with customers using Hippo's tools.
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SutiSign helped Coeur Alaska meet external audit requirements. Their old PDF-based signature solution failed compliance checks. SutiSign provided a robust... e-signature platform. The implementation was fast and seamless. No IT support was needed. Coeur Alaska now stays compliant with audit standards.
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Tall Emu CRM helped BluSky Products Group manage their B2B sales and customer data. The CRM system supports order management,... inventory, and customer service. BluSky Products Group used Tall Emu CRM to streamline their business processes. The solution offers integration with Australian data storage and support. The case highlights improved efficiency for B2B operations.
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A client needed a system to process pensions efficiently. The Lunar Team built a CRM to handle the entire process... from enquiry to fund transfer. This CRM pre-populated documents to save costs. As a result, the client saw increased processing power and reduced costs, leading to a successful pensions business.
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MCS-rm helped Wall to Wall Communications move from paper-based processes to a digital rental management system. The company improved asset... traceability and managed depreciation with key management reports. All staff now use one system, reducing paperwork and increasing efficiency. The solution supports ISO procedures and integrates with Sage for accounting. Customer service improved with a central CRM for tracking interactions and managing opportunities.
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babymarkt. de used GREYHOUND to manage over 1,200 daily customer inquiries. Before, each team member had a separate inbox, causing...duplicate work and slow responses. GREYHOUND unified all communication, making customer history visible to everyone. The team now answers 40% more inquiries with the same staff. Response times dropped to under 12 hours. Customer satisfaction and team morale improved.
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Wavity help desk improved communication and transparency across V Bazaar’s 16 departments. The centralized ticketing system connected 90+ stores and... managed 100,000+ SKUs, preventing missed sales. Employees now resolve issues faster and share information easily. The platform’s low-code tools let V Bazaar customize workflows for IT, sales, and inventory. Customer satisfaction and sales both increased after adopting Wavity.
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VIENNA Advantage Retail Management Solution was implemented at a multi-store garment retailer. The retailer faced challenges with tracking sales, profits,... and inventory using a standalone POS system. VIENNA Advantage integrated POS, ERP, and CRM modules, enabling real-time reporting and better stock management. The solution improved decision making, launched loyalty programs, and allowed for targeted discounts. Sales tracking and motivational programs for staff increased overall sales and customer retention.
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Croma unified customer service across 550+ stores using Kapture CX. The platform brought all customer conversations into one place, giving... associates real-time context and AI-powered assistance. This helped frontline teams resolve issues faster and deliver consistent experiences on every channel. Croma now has better customer insights and more confident employees. Customers get seamless support whether they shop online, in-store, or through chat and voice.
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Budgy Smuggler used monday. com to manage rapid business growth and complex custom orders. The platform automated alerts and centralized...project management, saving 2,561 hours and $86,179 per month. Staff, suppliers, and customers now stay informed at every stage, reducing manual work and stress. monday.com helps Budgy Smuggler launch new products faster and manage sales, CRM, and manufacturing workflows. The team tracks goals and progress, supporting global expansion and a 53x ROI.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Homebase used Anthill to upgrade their appointment booking system. The new online solution replaced manual processes across all stores and... head office. Customers can now book appointments, upload project details, and choose showrooms online. Store teams see real-time availability and manage resources better. Anthill's workflow automation sends alerts, ensures best practices, and improves customer experience. Homebase now has better forecasting, resource allocation, and customer data capture.
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ZwierzakZooArt uses edrone Reviews to collect verified customer feedback for its online pet store. The store achieved a 4.6 out... of 5 rating based on 7 customer reviews. Customers praise fast shipping, careful packaging, and helpful service. One review notes a product image mismatch, but most highlight positive experiences. edrone Reviews helps ZwierzakZooArt build trust with shoppers.
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Aptos ONE mobile POS helped The North Face empower store associates and reduce wait times. The brand rolled out mobile... POS before the 2022 holiday season to streamline store traffic and improve customer engagement. The new system eliminated the static cash wrap, freeing up sales floor space and enabling flexible checkout. Associates now use mobile devices for transactions, stock checks, and promotions. Training was simplified with short manuals and videos, making adoption easy for staff.
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Mekari Expense helped Sentral Komputer speed up daily expense submissions. The company faced slow, manual approval processes for operational costs.... With Mekari Expense, all expense requests are now digital and paperless. This reduced errors and made tracking easier. The team saves time and can focus more on business growth. Sentral Komputer won a Best Transformation Retail award for its digital shift.
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Sansan helped Yonezawa Engineering Asia (Thailand) save 2. 5 hours of work time per day by digitizing business card management....The company centralized customer contact data, making it easy for sales staff to access information from anywhere. Sansan's support for 11 languages and strong local support were key factors in adoption. Sales activity tracking and reporting features improved team efficiency and reduced reliance on individual staff. The solution enabled better collaboration and streamlined sales operations during remote work.
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edge CRM gives Smart-I Systems full visibility into their sales pipeline. The platform helps manage both sales and service teams.... Smart-I Systems finds it easier to track business and team performance. The CRM makes sales management more effective. The company benefits from improved team coordination.
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Heeros PSA helps FreshWind manage projects and monitor finances. The software supports sales, cost calculations, and invoicing. FreshWind uses Heeros... PSA for real-time information and visual reporting. The tool improves internal communication and supports management decisions. FreshWind credits Heeros PSA for aiding their international growth and daily operations.
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One3D s. r.o. used EspoCRM to manage customer communication and internal processes. The company needed a way to keep all...customer data organized and accessible. EspoCRM provided an easy-to-use, web-based CRM that could be adapted for ERP, business documentation, and process management. Authorized users can track and update orders in real time. The system improved transparency and control for both customer service and internal collaboration.
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One3D s. r.o. used EspoCRM to manage customer communication and internal processes. The company needed a way to keep all...customer data organized and accessible. EspoCRM provided an easy-to-use, web-based CRM that could be adapted for ERP, business documentation, and process management. Authorized users can track and update orders in real time. The system improved transparency and control for both customer service and internal collaboration.
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Livespace CRM helped Kaleta Group organize sales and improve teamwork. The company replaced outdated tools with a single CRM hub.... Sales data, notes, and customer history are now in one place. Team members save time and respond to customers faster. Handovers and meetings are easier, especially during holidays. Livespace supports daily operations and boosts collaboration.
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Axelor ERP helped Thyssenkrupp Materials France (TKMF) restructure its management processes in just six months. The company needed a fast,... low-cost solution that would not disrupt production. Axelor enabled real-time inventory management, production flow tracking, and instant pricing. Employees now use connected tools and handheld terminals to manage operations efficiently. Sales teams can quickly generate quotes with up-to-date prices. TKMF plans to extend real-time access to customers for greater agility.
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BuddyCRM helped Knight Electronics manage their global sales team. Knight Electronics needed to improve their sales process and centralize information.... BuddyCRM provided a CRM solution with workflows, templates, and a quote engine. The new system let reps add leads and requests, alerting HQ for quotes. This made the sales process faster and more accurate. The Vice President of Sales praised BuddyCRM for its support and easy-to-use platform.
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CAREL INDUSTRIES S. p.A. used vtenext to manage its global sales team. The company needed to coordinate sales across 20...subsidiaries and 9 production sites, each with unique languages and currencies. vtenext's CRM and BPMN engine helped CAREL create custom sales processes and improve lead management. The solution enabled faster lead qualification and better communication between headquarters and branches. CAREL centralized customer data and improved sales strategy execution worldwide.
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Wakefield-Vette used C2CRM to boost efficiency and automate customer relationships. The company wanted a CRM that fit their unique business... processes and was easy to use. C2CRM helped them save time and improve their sales process. Wakefield-Vette valued Clear C2’s customer-focused approach and flexible implementation. The CRM’s features are now used daily by the team.
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Odoo helped Moisture Boss LLC, a Boulder-based e-commerce company, centralize its sales, inventory, and accounting. Before Odoo, the company struggled... with disconnected systems and manual processes. With Odoo, they automated order management and synchronized multi-channel sales from platforms like Amazon and eBay. This reduced errors, improved inventory accuracy, and unified financial tracking. As a result, sales increased while overhead stayed flat, supporting business growth.
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OroCommerce helped Wastequip launch a B2B eCommerce site for Mountain Tarp. Customers can now find parts using interactive diagrams and... order with custom pricing. OroCommerce integrated with Salsify, Hawksearch, Cybersource, Avalara, and FedEx. Wastequip saw a 40% increase in eCommerce sales and 83% growth in organic and direct traffic in the first year. The new site also sped up time to market by 2–4 weeks and became a key resource for sales and support teams.
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EcosAgile provided Saima Sicurezza with eGreenPass L for automated access control and Green Pass validation. Saima needed a solution to... check Green Passes for visitors and employees. The eGreenPass L device, with a 5MP camera and advanced features, enabled fast and reliable certificate validation. The system improved access control with real-time notifications and efficient automation. Saima benefited from a modern, easy-to-use solution that matched their business needs.
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JobBOSS² helped Valley Design Corporation cut work order creation time by 50%. Before, staff spent half a day entering 10... jobs using a homegrown system and Sage. Now, repeat jobs take just minutes and data flows between modules. The company moved to JobBOSS² on GovCloud for ITAR compliance and better security. The IT head says it's much safer and saves time on backups and security checks.
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MSSP 5D Model helped a leading Asian manufacturing company cut mean time to detect threats by 95%. The company faced... rising cyberattacks and lacked a security operations center. MSSP 5D Model delivered 24x7 monitoring, vulnerability testing, and employee training. Security incidents dropped by 91%. Employee awareness rose from 48% to 90%. The company now meets ISO 27001 and PDPA compliance standards.
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TSL Marketing used SyncMatters to connect ConnectWise and HubSpot for their clients. This fixed data silos and made marketing easier.... The new integration helped TSL win over 25 deals and reach a 60% conversion rate. TSL built a recurring revenue stream of over $200,000. The solution made TSL a trusted partner for CRM integrations and improved client retention.
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Streak helped Shine Talent Group manage 300+ creators and 2,000+ partners inside Gmail. The agency replaced spreadsheets and siloed emails... with shared pipelines and automated workflows. Streak’s CRM features gave full visibility into campaigns and saved 10+ hours per week. The team saw a 20% monthly increase in pitch volume. Onboarding 600+ creators became easier and faster.
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Senior Response used the FiveCRM platform for over 20 years to manage client communications. They needed a CRM that could... scale, was easy for agents to use, and allowed changes without developer help. FiveCRM provided flexibility, integration with telephony and client databases, and strong support. The platform enabled quick campaign setup and reliable operations, helping Senior Response grow and win new business. The company values FiveCRM’s stability, ease of use, and responsive support team.
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Polymath, a creative agency, needed a CRM to help manage rapid growth and long-term customer engagement. They chose Copper for... its easy Gmail and Mailchimp integrations. The team used Copper to manage their sales pipeline, track contacts, and automate follow-ups. With Mailchimp, they set up personalized drip campaigns for different client types and project phases. This helped them add 1,000 new contacts and engage new audiences. Polymath now reaches more prospects and expands client relationships with automated email marketing.
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Simplicate helped Leadrs, a marketing agency, cut admin time by 60%. Before, Leadrs used many tools and had little insight... into performance. With Simplicate, they got one solution for all their work. Project margins improved and reports became clear and fast. Productivity rose by 20%. Leadrs grew 35% per year with the same team size. The team now spends more time on clients and less on admin.
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Visual Art used Upsales to grow from 30 to 130 customers and expand into 32 countries. The company increased its... revenue to over 200 million. Upsales helped their sales teams find new customers in international markets. The BI solution "Insights" let them track performance and KPIs across countries. Visual Art is now preparing for an IPO and continues to use Upsales for global growth.
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Unbounce used its own popup tool to boost lead generation for two online events. For Digital Agency Day, an exit-intent... popup offered recordings, achieving a 19.03% conversion rate and capturing many leads. For CRO Day, a traffic shaping popup directed abandoning visitors to a signup page, with 27.31% clicking through and 67% of those converting. In total, Unbounce collected over 3,200 leads using just two popups. The popups were relevant, timely, and valuable, driving strong results for event registration and content access.
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Nimble Prospector helps Amy Franko build accurate contact lists from many platforms. She integrates this data into her CRM with... ease. This leads to better prospecting and higher value opportunities. Nimble Prospector lets her enrich contacts and manage follow-ups quickly. She can qualify prospects and keep her CRM up to date without manual work.
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BenchmarkONE helped Harbinger Labs increase lead volume by 65%. The agency drove $30,000 in new business after switching to the... platform. BenchmarkONE replaced multiple tools, reducing application overhead. Harbinger Labs now tracks sales activities and manages forms, contacts, and emails in one place. The team enjoys features like integrated CRM, form creation, and direct email from the contact database.
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BookCleaningJobs. com used Vendasta to streamline sales, billing, and fulfillment for carpet cleaning clients. The agency consolidated reputation management, social...media, and local listing services into one platform. In one year, they grew to 36 engaged accounts and 112 recurring billed product sales. Vendasta’s Snapshot Report and client portal helped them close deals and build trust. The platform enabled them to offer new services and scale their business in the carpet cleaning niche.
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CRM PipeRun helped 3MIND fix their sales process. They had trouble with mixed sales funnels and poor data in their... old CRM. PipeRun set up custom funnels and better reports. 3MIND cut their sales cycle from 41 days to 11 days. Lead qualification dropped from 17 days to 24 hours. Automated proposals and fast support made a big difference.
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SalesWorx - Field Marketing helped MediClass Global launch a strong pharmaceutical marketing strategy. The company faced low brand awareness and... weak eDetailing tools. SalesWorx gave them targeted content, interactive presentations, and analytics. MediClass Global improved brand visibility and HCP engagement. They now use data to refine campaigns and build better relationships with healthcare professionals.
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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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Fullcast Copy. ai helped Banzai's one-person marketing team increase output by 10x. The VP of Marketing used AI-powered workflow automation...to save over five hours daily on repetitive content tasks. Full-funnel campaigns that once took weeks or months now launch in days. This allowed Banzai to scale its content and SEO program without adding headcount. The solution enabled faster speed to market and greater strategic focus.
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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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Ellucian Banner Cloud helped PASSHE consolidate student information systems across multiple campuses. PASSHE faced declining enrollment and financial strain, risking... program cuts in rural Pennsylvania. By migrating to OneSIS, PASSHE enabled cross-campus course sharing and expanded program offerings from 30 to over 100. The new system supports 85,000 students and aims to keep graduates in local communities. Ellucian provided project management and technical expertise for this complex integration.
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ExtraaEdge helped IMAGE Creative Education improve admissions by tracking leads from enquiry to enrollment. The platform unified data, making it... easier to nurture leads through email, calls, and WhatsApp. Call recording let them monitor career advisor performance and set better processes. Customised reports gave them insights for data-driven decisions. Marketing automation tools generated new enquiries and boosted conversion rates.
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Moskit CRM helped Amigão da Estrada organize its sales process. Before, sales reps managed leads only through WhatsApp, with no... structure or reports. With Moskit, they automated tasks and tracked leads in one place. The team gained 99.9% control over lead volume and conversion rates. They increased revenue by R$ 30,000 through funnel testing and reactivated old leads for an extra R$ 20,000. The CRM gave clear sales metrics and improved decision-making.
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EngageBay helped A+ Test Prep and Tutoring replace six separate tools, saving 86% on monthly costs. The company unified marketing,... sales, and support in one platform, eliminating data silos and streamlining operations. Applicant conversions increased 6X, and first contact resolution improved by 50%. The switch simplified onboarding and improved customer engagement. A+ Tutoring now enjoys a single, integrated CRM solution that supports business growth.
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Leadsales helped ICEL University boost its contact rate from 35% to 75%. The university faced challenges reaching prospects who preferred... WhatsApp over calls or emails. Leadsales unified communications, letting multiple sales executives manage a single WhatsApp number. Automatic lead assignment and real-time response replaced long wait times. As a result, ICEL University exceeded its enrollment growth goals by 10%.
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LineLeader helped Sparrow Early Learning automate tour scheduling and parent communications. Parents now book tours instantly online, reducing manual work... for staff. Automated reminders cut down on no-shows and speed up enrolment conversions. Staff spend less time on admin and more time engaging with families. Digital tools improved lead capture and made communication seamless. Sparrow now operates more efficiently across 60 locations.
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Enrollment Rx and Salesforce helped Wingate University manage a 37% growth in enrollment over five years. The university replaced manual... email processes with a scalable CRM solution. They implemented Enrollment Rx in just four months. The new system reduced marketing and communication costs. Wingate now offers self-service communication tools to students and prospects. The platform supports a growing applicant pool, from 5,000 to 15,000 since 2017.
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Freshservice helped Manchester Metropolitan University replace siloed systems with one unified platform for 45,000 students and staff. Nearly 90 teams... now use shared metrics, SLAs, and live reporting. The rollout improved collaboration and reduced duplicate work. University leadership rated the implementation 10 out of 10. A major student records system launch was managed smoothly with Freshservice. The platform created a single portal for all service requests.
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Blackbaud Award Management helped Sam Houston State University simplify its scholarship process. The platform reduced application completion time to under... an hour. Nearly 90% of scholarship opportunities are now auto-matched to students. The university saw a 40% year-over-year increase in applications. Mobile access improved, making it easier for students to apply. Staff and students both benefited from the streamlined system.
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Blackbaud Award Management helped Sam Houston State University simplify its scholarship process. The platform reduced application completion time to under... an hour. Nearly 90% of scholarship opportunities are now auto-matched to students. The university saw a 40% year-over-year increase in applications. Mobile access improved, making it easier for students to apply. Staff and students both benefited from the streamlined system.
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Blackbaud Award Management helped Sam Houston State University simplify its scholarship process. The platform reduced application completion time to under... an hour. Nearly 90% of scholarship opportunities are now auto-matched to students. The university saw a 40% year-over-year increase in applications. Mobile access improved, making it easier for students to apply. Staff and students both benefited from the streamlined system.
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Blackbaud Award Management helped Sam Houston State University simplify its scholarship process. The platform reduced application completion time to under... an hour. Nearly 90% of scholarship opportunities are now auto-matched to students. The university saw a 40% year-over-year increase in applications. Mobile access improved, making it easier for students to apply. Staff and students both benefited from the streamlined system.
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Blackbaud Award Management helped Sam Houston State University simplify its scholarship process. The platform reduced application completion time to under... an hour. Nearly 90% of scholarship opportunities are now auto-matched to students. The university saw a 40% year-over-year increase in applications. Mobile access improved, making it easier for students to apply. Staff and students both benefited from the streamlined system.
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Blackbaud Award Management helped Sam Houston State University simplify its scholarship process. The platform reduced application completion time to under... an hour. Nearly 90% of scholarship opportunities are now auto-matched to students. The university saw a 40% year-over-year increase in applications. Mobile access improved, making it easier for students to apply. Staff and students both benefited from the streamlined system.
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Builder Prime helped Privacy Fence Company of West Michigan double jobs sold and boost gross profit margin from 15% to 47%. The company struggled... with manual data tracking and limited reporting before switching from Jobber. Builder Prime delivered real-time profit tracking, lead management, and robust reporting. The team saw a 30% increase in close rates and a 35% rise in net sales per lead issued. Builder Prime’s support and financial visibility transformed their operations and profitability.
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Vertec helped Sutter Ingenieur- und Planungsbüro AG cut administrative work by digitizing invoicing and expense recording. The company replaced manual... Excel and paper processes with integrated business software. Invoicing is now faster with e-invoice, and resource planning is managed in one system. Technicians can now handle expenses on mobile, saving time. The solution fits their company size and is highly customizable.
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MarketSharp helped John McCarter Construction centralize all customer and lead data. Before, information was scattered and hard to track. With... MarketSharp, the team now manages communications and production scheduling in one place. This change improved efficiency and made workflows uniform across multiple offices. The company credits MarketSharp for supporting their steady growth each year.
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Unanet ERP AE helped Envirotech Engineering & Consulting, Inc. transform its billing and accounts processes. The company doubled its staff... and needed faster, more accurate AP and AR workflows. Unanet replaced manual, paper-based tasks with digital automation. This change led to a 25% increase in efficiency for both AP and AR. Staff now spend less time on paperwork and more time on valuable work. The new system improved invoice accuracy and sped up approvals.
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Stone Martin Builders used monday. com to improve construction project management. They cut project planning time by 60 days. The...team reduced overhead costs by 30% with automation and better collaboration. Productivity increased by 40% using real-time tools. The company now builds faster and more efficiently.
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WEM No-Code helped De Heer Land en Water automate 90% of their time registration process. The company replaced manual, error-prone... workflows with a custom app that syncs data daily with their CRM. Employees now register hours in real time from any device, saving time and reducing mistakes. The new system integrates over five variables, including projects and equipment. Planning is more accurate, and the platform can scale for future needs.
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TopBuilder’s Bid Management Software helped Hatzel & Buehler handle hundreds of bids each month. Their old system was slow, hard... to use, and did not connect with their ERP. TopBuilder made tracking bids easy and fast. The team at TopBuilder worked closely with Hatzel & Buehler to set up the software and train users. After switching, Hatzel & Buehler increased their bid win rate by 28%.
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Apptivo CRM Software helped Descon Engineering Limited improve its bidding process. Descon replaced spreadsheets with Apptivo's integrated CRM and Office... 365 solution. The Opportunities App let Descon track bids, automate forms, and manage sales forecasts. Internal communication improved with Apptivo’s collaboration tools. Descon saw better productivity, higher conversion rates, and improved accuracy in bidding.
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JobNimbus helped Armando Jacox Jr. grow his business from zero to $2 million in just 12 months. The platform enabled... his team to handle high job volume efficiently. JobNimbus streamlined operations and improved team performance. Armando credits JobNimbus for making this rapid growth possible.
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Tableau and eCMS helped Clark Builders, a major construction management company, improve project tracking and decision-making. Clark Builders used Tableau... dashboards to visualize job cost, labor hours, and work on hand. The solution delivered real-time, interactive reports for faster, more efficient decisions. Business intelligence and data visualization made performance improvements possible. Clark Builders operates across Alberta, Saskatchewan, and Northern Canada.
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KulaHub helped Reveal Doors and Windows centralize customer and project data, replacing error-prone spreadsheets. The CRM unified email marketing, lead... generation, and project tracking, reducing duplication and manual work. Reveal now segments clients for targeted campaigns and uses dashboards for sales visibility. Staff received hands-on training, making processes more efficient and secure. Management reports improved, and Reveal values KulaHub's cloud-based data protection.
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Visit York County used Simpleview CMS, CRM, and Playeasy to engage over 15,000 event attendees. The team replaced manual outreach... with digital tools that connect visitors to local businesses before and during events. Playeasy Compass delivered real-time, location-based recommendations to attendees. The integration drove 7,000 referrals to partners and 54,000 widget impressions in two weeks. Staff saved time and gained new ways to track visitor engagement.
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Aline Menus by Grove helped Bickford Senior Living cut food waste and control costs across 55 communities. Before, each chef... made their own menu, causing inconsistency and high expenses. Aline Menus brought centralized menu planning and forecasting, while Aline Point-of-Sale enabled real-time order tracking. This reduced manual errors and improved compliance. Now, Bickford delivers consistent, high-quality dining and keeps food budgets on track.
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TrackPMS helped Resort Group automate manual tasks and cut charge entry time by 97%. The company replaced outdated workflows and... reduced accounting bottlenecks. TrackPayments lowered interchange fees and improved payment resolution. Staff now spend less time on manual work and more on guest service. Resort Group simplified accounting and improved transaction visibility with integrated tools.
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HubSpot’s Customer Agent helps Wilderness Motorhomes resolve 81% of web enquiries with AI. The company unified marketing, sales, and service... data into one platform. 50% of customer conversations now happen after hours, up from 35%. AI handles 150 web chats and 250 WhatsApp conversations monthly. The team now focuses on high-value, personalized service while AI manages routine queries.
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HubSpot’s Customer Agent helps Wilderness Motorhomes resolve 81% of web enquiries with AI. The company unified marketing, sales, and service... data into one platform. 50% of customer conversations now happen after hours, up from 35%. AI handles 150 web chats and 250 WhatsApp conversations monthly. The team now focuses on high-value, personalized service while AI manages routine queries.
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SmartWe CRM helped traveljunkies GmbH manage more customer inquiries and travel projects. The team now works from anywhere and keeps... all sales opportunities visible in one place. Centralized information and automated workflows improved customer service speed and personalization. Integration with Outlook and WordPress supports efficient communication. The CRM's dashboards and customization fit each team member's needs.
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Ambassador Cruise Line used Sage HR to improve their business processes. The company wanted to make their operations smoother and... keep their data safe. Sage HR helped them manage their work better. The solution also protected important information. This made it easier for the team to focus on their main goals.
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Wyndham Hotels & Resorts replaced old reporting tools with Infor Birst. The company automated real-time reporting and saved up to... 24 hours per week per department. Decision making is now faster and based on data. This helps Wyndham support global growth and expansion. The brand is more confident and accurate in its strategy.
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Sugati CRM helped Family Twist improve client relationships and automate key business tasks. Before Sugati, Family Twist struggled with customer... retention, slow proposal creation, and manual invoicing. With Sugati, they now use targeted campaigns, automated workflows, and a custom itinerary builder. The invoicing process is automated and errors are gone. Response times are faster and no clients are forgotten. Family Twist can now focus on delivering high-end travel experiences.
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CRMJetty built a Salesforce vendor management portal for a leading pharmaceutical manufacturer. The company needed to protect sensitive supplier data... from unauthorized access and breaches. CRMJetty's solution used advanced access controls, secure communication, and encryption. The portal achieved 99% confidentiality of supplier information. Supplier trust grew, with a 15% rise in collaborative projects. Workflow efficiency improved by 25%.
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Otsuka Europe and Bayer AG used Veeva PromoMats and Vault CRM to unify their content supply chain. They connected content... creation and delivery, making it easier for teams to find and use approved materials. Real-time synchronization and document mirroring reduced manual work and sped up content updates. AI tools helped automate compliance checks and content personalization. Teams now use data-driven insights to improve engagement with healthcare professionals.
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Sanofi Genzyme used Novatek International's cloud-based solution to manage environmental and utility monitoring data. The project aimed to reduce workload,... improve data integrity, and automate trend analysis. Implementation took less than six months, with 8 key users trained on site and 35 users trained remotely. Over 44,000 environmental and 9,000 utility samples were managed post-implementation. The QC department successfully digitalized its activities, meeting regulatory and validation needs.
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Omnipresence CRM helped Sanofi China deploy a unified, cloud-based CRM to over 5,500 users. The solution replaced legacy systems and... improved omnichannel customer and employee experiences. Sanofi achieved compliance with Chinese Data Residency and PIPL laws. The CRM enabled better decision making, streamlined operations, and reduced total cost of ownership. Integration with Microsoft Dynamics 365 and Teams accelerated communication and business outcomes.
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KPI. com helped ADCHEM, a Dubai-based distributor, streamline business processes and improve communication with suppliers and customers. ADCHEM needed an...integrated system to manage long sales cycles and regulated products. KPI.com replaced their previous ERP/CRM, offering scalability and customization as ADCHEM grew from a startup to an SME. Over 50 users now rely on KPI.com for faster workflows and better client satisfaction. ADCHEM credits KPI.com for supporting their expansion and operational stability.
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PRxCloud helped a leading pharmaceutical company in Maharashtra automate daily reporting for over 50 medical representatives. Before, staff filled reports... by hand and traveled for meetings, which cost time and money. With PRxCloud, reps now submit real-time reports in under 30 seconds and manage doctor lists online. Managers track targets and results instantly. The company increased sales by 50% after using the software.
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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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Valkre helped Pfizer unify its key account management process across five business units. Before Valkre, teams used inconsistent tools like... CRM, Excel, and SharePoint. The new platform improved KAM team satisfaction and increased adoption. Pfizer now collects more granular data on key account activities. The solution supports efficiency, effectiveness, and a "One Pfizer" approach to strategic account management.
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Kommo helped Silicon Cities Consulting & Advisory adapt during the Covid-19 pandemic. The company used Kommo’s WhatsApp integration to connect... with clients quickly and keep all conversations in one place. This made it easier to track sales and respond fast. The sales cycle became shorter and conversion rates increased. Kommo’s unified inbox also let them manage both WhatsApp and email in one CRM.
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Pipedrive helped Cascade Energy increase revenue by 150% since 2018. The company scaled from 40 to 133 users and now... runs 82 active automations. Cascade Energy replaced Salesforce with Pipedrive for its intuitive interface and lower cost. Teams use Pipedrive to manage sales, recruitment, and partner relationships in one system. Collaboration and lead tracking improved, with around 1,000 leads now managed in the CRM.
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Teamleader Focus helped Digly automate scheduling, saving 15 minutes per appointment. Digly, a consultancy for accountants, faced challenges managing multiple... calendars and growing online meetings. Switching from Calendly and Zapier to Teamleader's integrated scheduler reduced tool complexity. The solution cut weekly scheduling time by 2-4 hours, lowered no-show rates, and improved meeting preparation. Digly also saw fewer errors and interruptions, boosting productivity for both staff and clients.
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VipeCloud CRM helped The Franchising Company double its franchise consulting revenue. Before VipeCloud, they struggled with disorganized lead management and... lost revenue. The CRM provided advanced features like email marketing, automation, and customizable workflows. Matt and Jennifer now save time, stay organized, and follow up with leads efficiently. Automated emails and custom forms help them qualify candidates and keep business running smoothly, even when away.
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AllClients has helped Dylan McGrath at SD Business Advisors for over 15 years. The platform keeps business operations organized and... streamlines daily tasks. Dylan uses AllClients to manage prospecting and keep all communications in one place. This tool makes it easier to stay on top of client interactions. Organization and efficiency have improved with AllClients.
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Steilpass chose Coevera as their CRM to support strategy, brand, and destination consulting. The platform acts as a central hub,... tracking hundreds of opportunities for Steilpass and its partners. The team values Coevera's easy-to-use interface and flexibility. Key features include the Outlook add-in, Buying Center, and reporting tools. Coevera helps Steilpass manage business growth and client relationships.
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UpLead helped TBM Consulting Group get 50 new leads per week. Before UpLead, TBM relied on manual lead generation and... buying lists. UpLead made it easy to automate lead generation and save time and money. The system is simple, cost-effective, and delivers high-quality leads. TBM recommends UpLead for startups and companies needing fast, affordable lead generation.
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Erpisto for distribution replaced Zenla's complex tier 1 ERP system. The old system was too rigid and could not be... customized. Erpisto delivered a flexible, easy-to-use ERP tailored to Zenla's needs. Zenla saw ROI in less than three years and reduced IT staff. The new system cut processing time by almost 90% and eliminated paperwork. Zenla now has real-time inventory tracking and robust reporting.
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StayinFront TouchCG helped Casella Family Brands improve field team efficiency. The platform made it easier to process customer orders and... track performance. Management gained better visibility into in-field activities. Casella could quickly onboard new field teams. The solution supported both sales growth and sustainability goals.
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Nuxe uses easiware to manage customer service since 2013. The team of 10 advisors wanted to reduce the number of... tools, better understand customers, and centralize feedback. easiware helped them organize requests, provide fast and relevant answers, and improve customer loyalty. Nuxe achieved 81% Once and Done, cut resolution time by 67%, and reduced average handling time by 24%.
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Teamzy helped Leah S and her Juice Plus+ team grow by 35% in just 6 months. The platform made it... easier to attract new team members and build stronger business relationships. Teamzy brought more joy and fun to their daily work. The team gained momentum toward their business goals. Teamzy improved connections and made business growth easier.
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ATOLLON helped MALCOM, a supplier of agricultural and municipal equipment, manage sales and service in one system. MALCOM integrated ATOLLON... with ABRA Flexi for real-time connection between sales, service, and accounting. Sales teams now use a single program for all customer and business data. Field service tracks service orders and technology history. Management benefits from real-time process monitoring and reporting. Customers see more transparency and faster responses to service requests.
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Prospect CRM helped Evolution Packaging Products Ltd grow over 20% in one year. The company used Prospect CRM, Unleashed, and... Xero to manage customer data and orders. Before, they relied on manual paperwork and had no CRM system. Now, they save time, reduce mistakes, and track customer activity with RFM analysis. Prospect CRM's quoting and reporting features improved efficiency and sales team visibility.
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MAI Fulfillment helped Peepers Reading Glasses move their fulfillment operations to a new center. The goal was to improve order... accuracy and on-time delivery. MAI Fulfillment now processes 1,400 orders daily for Peepers, handling over 5,800 SKUs. They achieved a 99.5% order accuracy rate and 99.7% on-time delivery. An automated return policy improved customer service and reduced costs.
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Westfield Insurance used Sircon for Carriers from Vertafore to automate producer compliance and agent onboarding. Before, onboarding was slow and... costly, with agents appointed in many states unnecessarily. With automation, Westfield now appoints agents only when they write business. This cut onboarding costs and freed staff for strategic work. Agents get a faster, seamless experience, and Westfield saves money year after year.
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BriteCore helped Bremen Farmers Mutual Insurance Company boost business operations productivity by over 30%. The insurer replaced a legacy system... with BriteCore’s cloud-based platform, automating manual processes and eliminating costly workarounds. Agents gained real-time access to policyholder data, and the company cut printing and postage costs by 15x. After implementation, Bremen Mutual maintained premium levels with a team two-thirds smaller than before. Integrations with vendors like LexisNexis and Sage Intacct further streamlined workflows.
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Guidewire Cloud helped WSIB modernize workers’ compensation in Ontario. WSIB replaced slow, manual processes with digital solutions using Guidewire and... Jutro Digital Platform. They embedded AI to identify and escalate high-risk claims early. This led to a 29% reduction in claims decision time and $3.7M in benefit payment savings in under a year. 90% of employers now use online services, and phone calls dropped by 20%.
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Pega Platform helped Zurich Santander cut claim resolution time by 30%. 65% of customers now use the new digital claims... process. Net Promoter Score for claims rose by 20 points. The company integrated Pega with legacy systems for real-time claim tracking. During a major storm, Zurich Santander used Pega to guide 7,200 affected customers and reduce losses.
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Jarvis CRM helped Stuckey & Company save over 200 employee hours each month. The insurance provider automated policy renewals, commission... tracking, and agent management. Employees now use a simple interface to handle quoting, invoicing, and compliance. The system integrates with The Hartford and 51 other carriers. Automated emails and reporting improved efficiency across the business.
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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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Workbooks CRM helped Inseto, a specialist distributor, replace spreadsheets and a legacy CRM with a single platform. The integration with... SAP Business One improved sales opportunity management and forecasting. Inseto gained real-time reporting, better customer response times, and reduced manual work. The platform enabled multi-entity and multi-currency management. User adoption was strong across the business.
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Gold-Vision CRM helped T I Midwood (TIMco) streamline sales and marketing processes. TIMco needed to manage digital marketing, improve data... quality, and enable better team communication. Gold-Vision delivered an integrated CRM that increased growth by 20% in the first year. The system lets TIMco segment customers, send targeted messages, and track engagement. Sales teams now follow up faster on leads, improving customer response rates.
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SugarAI helped FSIoffice handle 40% more cases by automating sales processes. Before, sales reps relied on spreadsheets and reacted to... customer requests. With SugarAI, reps now spot up-sell and cross-sell opportunities using AI and machine learning. They can act quickly and set up campaigns in one place. This led to better customer engagement and more efficient sales operations.
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Pipeline CRM helped XpressConnect track sales activity and organize data better than Excel. The CRM enabled custom quote tracking, revealing... gaps in sales conversions. XpressConnect used Pipeline CRM to manage a national sales team and monitor all sales activities. Clean data imports supported targeted marketing to 70,000 contacts. The CRM made it easy to retain sales information and improve campaign results.
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White Cup BI helped Callico Distributors make better decisions for over 10 years. The platform gave the team on-demand reporting... and insights without needing analysts. Salespeople now create their own reports and spot sales trends fast. Callico saw more data-driven decisions and found new ways to grow profit margins. The tool is easy to use and fits the wholesale distribution industry well.
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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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CoolLife. io helps accounting and tax professionals manage compliance and client documents. The platform centralizes files, automates document requests, and...tracks deadlines. Firms use secure VDR and CRM features to protect sensitive data and improve collaboration. Automated workflows reduce manual errors and save time. According to Accounting Today, automation can cut processing time by up to 50%.
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JLP Payroll Services used popcorn CRM to organize their sales and marketing. Before, their process was spread out and hard... to manage. With popcorn, they set up a clear sales pipeline and used targeted email marketing. They now save 14 hours per campaign on follow-up. Their sales conversion rate from email to meeting is 6%. The team learned the system in just 2 hours.
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Kreston Reeves used Intapp Collaboration to replace a slow, legacy document system. The new SharePoint-based platform made all client information... easy to find and share. Staff can now access documents and emails from Outlook, SharePoint, and mobile devices. Automated workflows and advanced search save time and improve compliance. The firm is now ready for AI-powered tools and better client service.
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SP Employee Hub helped Prager Metis, a global accounting firm, centralize communication and information. The company unified 13 departmental sub-sites... within Microsoft 365, making it easy for staff to find up-to-date documents. The intranet improved collaboration and data security across their worldwide offices. Since 2018, Prager Metis has maximized its Microsoft 365 investment with this solution. The hub-and-spoke design supports both company-wide and department-specific needs.
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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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First Federal Savings Bank used 360 View to fix siloed customer data and weak marketing. The bank sent over 32,000... onboarding emails in three months. They opened 1,200 new accounts and welcomed 400 new customers in six months. New account openings rose by 24% per month. Staff now have a full view of customer relationships. The marketing team launched four campaigns in four months using the platform.
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First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users... and automated prequalification. The bank integrated consumer, loan, and property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.
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CRMNEXT helped Bank Danamon boost leads by 370%. The bank used a modern CRM platform to unify customer data and... streamline onboarding. AI-driven lead management improved sales follow-up and conversion. Digital journeys enabled instant account opening and reduced dropouts. The solution integrated with over 70 systems and supported 10,000+ users across 1,200 branches. Real-time analytics gave managers better insight into sales performance.
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nCino helped Allied Irish Banks cut loan drop-off rates by 24%. Funds now reach customer accounts in as little as... 17 minutes, down from up to six weeks. 94% of AIB customers use DocuSign for digital document signing. 74% of loans are processed through auto decisioning. AIB is going paperless, improving efficiency and reducing environmental impact. The bank has lent over €2 billion since adopting nCino.
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Prophet CRM helped SeaComm improve client relationships and streamline workflows. SeaComm faced challenges tracking member interactions as their credit union... grew. Prophet CRM offered seamless Outlook integration and an easy user interface. The solution unified business development and commercial loaning departments. Team members quickly adopted Prophet CRM, reducing redundant work and missed follow-ups.
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Vtiger CRM helped Lemon Yellow, a design agency in India, centralize its sales data. Before, sales information was scattered in... spreadsheets, making tracking hard. With Vtiger CRM, Lemon Yellow reduced record duplication by up to 50%. The sales team saved 25–30% of their time on tracking and reporting. Manual work dropped, and everyone could see deal progress more easily.
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Vtiger CRM helped Lemon Yellow, a design agency in India, centralize its sales data. Before, sales information was scattered in... spreadsheets, making tracking hard. With Vtiger CRM, Lemon Yellow reduced record duplication by up to 50%. The sales team saved 25–30% of their time on tracking and reporting. Manual work dropped, and everyone could see deal progress more easily.
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Quickbase helped ProPoint Graphics cut unproductive staff time by 33%. The company gained $100,000 in billable staff time and reached... a 95% staff utilization rate. Quickbase centralized project management and improved real-time data access. Staff can now manage four times more projects without missing deadlines. Repeat customer business increased by 10%.
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eZnetCRM helped Speck Design manage complex sales cycles with many decision makers. The sales team struggled to track progress and... identify key contacts. eZnetCRM gave them a systematic way to organize leads and sales activities. The cloud-based CRM improved efficiency and provided a 360-degree view of customers. Speck Design now handles both small startups and large enterprises more effectively.
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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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Soleran’s Capital Planning Manager helped Hurley Medical Center move from spreadsheet-based planning to a centralized, data-driven system. The hospital faced... challenges with aging infrastructure and costly equipment maintenance. With Soleran, Hurley now tracks asset conditions and maintenance history in one place. Budget planning is faster and more accurate. The new system supports proactive replacement decisions and reduces downtime for uninterrupted patient care.
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Front helped Trusted Health scale its healthcare staffing marketplace. The team uses shared inboxes and automated workflows to manage high... volumes of clinician and facility conversations. Advocates and account managers now handle more conversations per person, without losing quality. Front’s routing and automation ensure seamless handoffs and fast payroll support. Trusted Health grew its business without increasing headcount at the same rate.
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Vanderbilt University Medical Center needed single sign-on (SSO) for hundreds of Drupal sites. They wanted to connect all sites to... Ping Identity Provider and remove the need to update the IdP for each new site. miniOrange built a solution using a master Drupal site as a mediator. The SAML SP module was installed on all sites. Now, users log in once and access all sites, and new sites can be added without changes to the IdP. This improved security and made site management easier.
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MyMedLeads helped Ponte Vedra Plastic Surgery speed up lead-to-patient conversion from 4-5 minutes to under 30 seconds. The practice switched... back to MyMedLeads after another software failed to handle their high lead volume. MyMedLeads provided seamless integration with their practice management and EHR systems. Staff productivity improved with accurate, easy-to-use lead tracking and reporting tools. The platform also enhanced marketing spend efficiency through detailed analytics.
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NexHealth helped North American Dental Group digitize over 200 dental practices. The group used NexHealth to improve patient engagement and... streamline operations. As a result, they achieved a 5x increase in new patient appointments. NexHealth's platform enabled online booking and automated workflows. This led to better efficiency and more satisfied patients.
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SalesNOW helped Brock Street Brewing Company replace spreadsheets with a custom CRM. After a few sessions, they had a CRM... tailored to their unique sales process. The team could access customer and lead data from anywhere using the mobile app. Email notifications and custom fields improved sales management. SalesNOW made sales tracking flexible and easy for the growing brewery.
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Sysco uses the Wingmate app to capture leads quickly and easily. Drivers and sales teams can send leads in under... 10 seconds using photos, voice notes, or descriptions. The app helps Sysco grow its business and retain customers by making it simple for everyone to participate. Real-time updates and accountability keep the sales team engaged. Sysco recommends Wingmate for its ease of use and strong results.
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PM AM CRM helped Taste for Life Foods accept orders 24/7 using web, IVR, and mobile apps. The new system... automated order notifications for customers and staff. Managers can now track every order from start to finish. No extra staff was needed, so costs stayed fixed as sales grew. Franchise partners use a mobile app to update order status and place orders anytime. The company is now ready to expand internationally.
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Delta Sales App helped Delicioso Food control their sales team and support field sales. The app offered tools for order... taking and daily reporting. Delicioso Food found the support team very helpful. The end-of-day report feature made sales reporting easy. The app improved sales management and data tracking for Delicioso Food.
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