CRM Customer wins | Real Customer Results Across Industries 2026

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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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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Whissel Realty Group used Follow Up Boss to organize their real estate team. The platform helped them engage with leads... and coach their agents. They became one of the top four teams at eXp Realty. The team achieved $1B in sales. Follow Up Boss supported their growth in San Diego and across the US.
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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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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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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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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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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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Homeland used Front to manage over 4,300 weekly emails across six teams. They switched from Zendesk to Front for better... collaboration and faster responses. With Front, Homeland cut average reply time by 7 hours in six months. Message templates and SLA rules helped them handle most messages in 5 minutes. Front’s analytics let Homeland track response times and improve customer satisfaction. This gave Homeland a strong edge in the French property management market.
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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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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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Lone Wolf Technologies helped Real Estate One, Inc. move from paper-based processes to a digital platform. Maureen Peterson, IT project... manager, used Lone Wolf’s all-in-one solution with Authentisign eSignatures and zipForm for transaction management. The company saw a 15% improvement in efficiency and satisfaction, and saved 6-10 hours each week. Lone Wolf’s Level 2 Support provided strong assistance. Maureen now recommends Lone Wolf for its reliable and scalable real estate technology.
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Radius helped Poppy Real Estate close 57% more units year-over-year. Poppy wanted to grow but keep their boutique identity. Radius... managed technology, compliance, and systems for them. This let Poppy focus on agents, brand, and client service. The platform gave them structure and support to scale without losing their personal touch.
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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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Lone Wolf Technologies helped Real Estate One, Inc. move from paper-based processes to a digital platform. Maureen Peterson, IT project... manager, used Lone Wolf’s all-in-one solution with Authentisign eSignatures and zipForm for transaction management. The company saw a 15% improvement in efficiency and satisfaction, and saved 6-10 hours each week. Lone Wolf’s Level 2 Support provided strong assistance. Maureen now recommends Lone Wolf for its reliable and scalable real estate technology.
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Lone Wolf Technologies helped Real Estate One, Inc. move from paper-based processes to a digital platform. Maureen Peterson, IT project... manager, used Lone Wolf’s all-in-one solution with Authentisign eSignatures and zipForm for transaction management. The company saw a 15% improvement in efficiency and satisfaction, and saved 6-10 hours each week. Lone Wolf’s Level 2 Support provided strong assistance. Maureen now recommends Lone Wolf for its reliable and scalable real estate technology.
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LeadSimple helped Innovative Property Solutions document and automate their property management processes. Before LeadSimple, the team struggled to scale with... processes kept in the owner's head. Competing tools like Trello and Podio were too complex or limited. With LeadSimple, they streamlined lease renewals, integrated with PropertyWare, and automated communications. The team found it easy to train new staff and reduce reliance on the owner. This enabled the business to grow and operate more efficiently.
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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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Zurple helped Oscar Contreras by integrating with his Zillow account. This integration led to an average of 15-20 transactions each... year using Zurple. Oscar used Zurple to generate more real estate leads. The platform supported his business growth and client generation.
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IXACT Contact helps Heather MacDonald, a Keller-Williams real estate agent in Canada, organize her contacts and manage client relationships. She needed a... CRM tailored for real estate, as generic systems did not meet her needs. IXACT Contact provided features like keep in touch plans, mass emails, and a business directory. The CRM made it easy for her to track notes, correspondence, and business activities. As her business grew from solo agent to team, IXACT Contact helped her stay organized and build better relationships.
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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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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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Williston Northampton School uses Blackbaud Financial Edge NXT to manage its finances. The school’s finance team relies on the software... for transparent reporting and strategic planning. Automated integration with Blackbaud Raiser's Edge NXT saves time by streamlining reconciliation and eliminating duplicate data entry. The team can quickly create tailored reports for different audiences, including department heads and donors. User-friendly reporting features help the school make informed budgeting and spending decisions.
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Williston Northampton School uses Blackbaud Financial Edge NXT to manage its finances. The school’s finance team relies on the software... for transparent reporting and strategic planning. Automated integration with Blackbaud Raiser's Edge NXT saves time by streamlining reconciliation and eliminating duplicate data entry. The team can quickly create tailored reports for different audiences, including department heads and donors. User-friendly reporting features help the school make informed budgeting and spending decisions.
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Williston Northampton School uses Blackbaud Financial Edge NXT to manage its finances. The school’s finance team relies on the software... for transparent reporting and strategic planning. Automated integration with Blackbaud Raiser's Edge NXT saves time by streamlining reconciliation and eliminating duplicate data entry. The team can quickly create tailored reports for different audiences, including department heads and donors. User-friendly reporting features help the school make informed budgeting and spending decisions.
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Williston Northampton School uses Blackbaud Financial Edge NXT to manage its finances. The school’s finance team relies on the software... for transparent reporting and strategic planning. Automated integration with Blackbaud Raiser's Edge NXT saves time by streamlining reconciliation and eliminating duplicate data entry. The team can quickly create tailored reports for different audiences, including department heads and donors. User-friendly reporting features help the school make informed budgeting and spending decisions.
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Williston Northampton School uses Blackbaud Financial Edge NXT to manage its finances. The school’s finance team relies on the software... for transparent reporting and strategic planning. Automated integration with Blackbaud Raiser's Edge NXT saves time by streamlining reconciliation and eliminating duplicate data entry. The team can quickly create tailored reports for different audiences, including department heads and donors. User-friendly reporting features help the school make informed budgeting and spending decisions.
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Williston Northampton School uses Blackbaud Financial Edge NXT to manage its finances. The school’s finance team relies on the software... for transparent reporting and strategic planning. Automated integration with Blackbaud Raiser's Edge NXT saves time by streamlining reconciliation and eliminating duplicate data entry. The team can quickly create tailored reports for different audiences, including department heads and donors. User-friendly reporting features help the school make informed budgeting and spending decisions.
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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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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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CRMJetty built a custom education portal on Dynamics 365 for a leading private university. The university faced fragmented admissions, document... mismanagement, and slow workflows. The portal enabled automated communication, status tracking, and secure digital uploads. Applicant inquiries dropped by 40%. Application processing became 35% faster. Staff productivity rose by 30%. International response time was cut by 50%.
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Enrollment Rx and Salesforce helped Wingate University manage rapid growth in student admissions. The university needed a better way to... handle more students and improve communication. They set up a new CRM system in just 4 months. This change cut marketing and communication costs. The admitted applicant pool grew from 5,000 to 15,000 since 2017. Staff now use self-service tools to talk with students and prospects.
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ONLYOFFICE Desktop Editors helped Kimmo Granqvist, a senior lecturer at the University of Helsinki, solve document compatibility issues on Linux. He needed a... secure, collaborative, and reliable office suite for both personal and professional use. ONLYOFFICE offered strong Microsoft Office format compatibility and easy self-hosted options. Kimmo values its security features and finds it more stable than other open-source competitors.
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Moskit CRM helped Amigão da Estrada organize and automate their sales process. Before, sales reps managed leads manually on WhatsApp... with no structure or reports. With Moskit, they gained 99.9% control over leads and conversion rates. The team used automations and activity scheduling to close more deals. The company increased revenue by R$ 30,000 from funnel tests and R$ 20,000 by reactivating old leads.
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bxp software helped Airport Driving School upgrade their CRM and booking system. The new solution made booking and communication easier... for students and instructors. Payment integration and diary access improved efficiency. The system reduced training costs and helped capture more business. The customer called it the biggest revolution in their business history.
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ExtraaEdge helped MIT Institute of Design increase admission enquiries by 17X. MIT ID faced challenges with manual processes and Excel... sheets, leading to low productivity and poor ROI tracking. ExtraaEdge provided a customized CRM and marketing automation platform, integrating with social media and third-party tools. The solution improved counsellor productivity, enabled bulk marketing, and delivered one-click reporting. MIT ID praised the platform's ease of use and strong customer support.
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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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VTG Defense used Quickbase to connect teams and automate workflows. Manual data entry dropped by 60%. Response times went from... hours to minutes. Every department now works in one system. Teams use QR codes and smart forms for logistics. Project managers see live financial data. Quickbase gives full operational visibility and control.
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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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APL Media used Workbooks CRM to improve its sales process. Before, their CRM only handled order processing and did not... connect with finance or production. The sales team of 35 needed better tools to track and grow revenue from newspapers, magazines, and events. Workbooks CRM helped them join up their business and support sales growth. The new system made it easier for teams to work together.
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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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Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made the loan process faster and more... professional for customers. My Mortgage used Floify to streamline document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.
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Insource Ltd, a healthcare software company, needed a new CRM system as their existing one was not suitable for their growing business. They chose Gold-Vision... CRM to unify lead generation, sales, and project delivery processes. The solution provided a complete view of the customer journey, project tracking, and Microsoft Suite integration. As a result, Insource streamlined processes, improved sales automation, and enhanced project management. They also benefited from webform integration for capturing leads.
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KeyTech helped Monochrome Blog improve website performance. The team used website analysis, keyword research, content writing, and website optimization. Monochrome... Blog saw a 75% increase in conversions. ROI reached 90%. Website traffic grew by 95%. The project achieved a 100% success rate.
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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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Xfactor. io’s Value Solution helped Accruent improve sales conversations and show clear ROI to customers. Accruent replaced manual spreadsheets with...Xfactor.io, making value communication consistent and credible. Sales teams closed new logo deals 23% faster and increased average selling price by 33%. Cross-sell win rates rose by 65%. Accruent saw better customer engagement and more bookings after using Xfactor.io.
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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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EspoCRM helps One3D s. r.o. manage all customer communication and data in one place. The open-source CRM system adapts to...their needs, serving as an ERP, business documentation database, and process manager. Team members track and update orders easily. EspoCRM improves customer service and internal communication for One3D.
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EspoCRM helps One3D s. r.o. manage all customer communication and data in one place. The open-source CRM system adapts to...their needs, serving as an ERP, business documentation database, and process manager. Team members track and update orders easily. EspoCRM improves customer service and internal communication for One3D.
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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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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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St John Ambulance used Microsoft Advertising's Copilot and Ads Studio to boost creative agility and scale. They applied generative AI... to quickly create custom ad visuals, saving time and reducing manual design work. The team saw a 22% increase in click-through rate, a 30% rise in return on ad spend, and over 50% more clicks. AI-powered tools helped maintain brand consistency and reach wider audiences. St John Ambulance overcame resource constraints and improved campaign performance with automated creative production.
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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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Glue Up helped ABQV improve member engagement and event management. ABQV used Glue Up to manage leads, members, and events... in one place. The My Glue app and thematic groups made it easy for members to connect and participate. The solution simplified event check-ins and digital communication. ABQV saw better productivity and smoother operations after using Glue Up.
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Fleece & Thank You used Virtuous CRM to improve donor engagement and data insights. Before Virtuous, they struggled with inadequate... CRMs and poor donor data. Virtuous enabled personalized communication at scale and automated donor journeys. Integration with KindKatch allowed real-time, personalized video messages. They achieved an 85% engagement rate and a 75% donor retention rate. Staff and donors both saw better, more timely communications.
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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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NewOrg Management System helped Capital IDEA Houston improve participant engagement and streamline applications. The nonprofit faced issues with its old... system, including a difficult online application and limited admin access. NewOrg provided a centralized case management workflow, secure recertification and application portals, and integrated communications. Staff can now track applicants, manage services, and generate custom grant reports. The new software made operations smoother and improved service delivery for the Houston community.
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RaiseNow's Community Fundraising tool helped UNICEF Austria reach new donors through social media and Twitch. At the Austrian Fundraising Congress,... a live Twitch stream with a donation overlay raised €101 in minutes. The tool made it easy for people to donate by scanning a QR code or clicking a chat link. UNICEF Austria saw higher donation volumes and more engaged supporters. Community Fundraising built trust and expanded their audience.
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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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Grant Lifecycle Manager helped the Priddy Foundation do more than with their old software. Shelley Sweatt, president and CEO, says... they can accomplish much more now. The new system improved their grant management process. The foundation found the solution better than what they used before. This led to greater impact for their organization.
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Giveffect helped Columbia Lighthouse for the Blind boost their email open rate to 32. 1%. The nonprofit used Giveffect’s email...marketing and membership management tools. They managed the "Lamplighter" newsletter and made it easy for supporters to join the Monthly Sustainers Program. The average recurring donation reached $56 per month. These tools increased audience engagement and recurring donations.
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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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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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Settle used Scratchpad to automate Salesforce updates and reduce admin work for sellers. Before Scratchpad, sellers spent up to 25... minutes per call on CRM data entry, hurting pipeline visibility and forecasting. With Scratchpad's AI workspace, Settle reclaimed up to 6,000 selling hours a year and captured over 80% of opportunity-level fields with accurate data. Leadership now trusts Salesforce data, and post-sales teams are better informed. The solution improved sales execution and customer experience.
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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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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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Pipedrive helped Raincatcher, an M&A advisory firm, double its deal pipeline value from $100 million to over $200 million in 18 months. The firm used... Pipedrive to manage multiple pipelines, automate lead qualification, and centralize document management. Automations saved Raincatcher 30 hours per week. Zapier integration and native email marketing streamlined workflows. Raincatcher improved efficiency and scaled its business with the same team size.
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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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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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Siemens Financial Services worked with b. telligent to build a cloud-based financial data platform. The new platform integrated data from...over 20 source systems in just 24 months. Using Microsoft Azure and Snowflake, the solution enabled real-time analytics and high data security. Automated processes improved decision speed and opened new opportunities for data science and machine learning. The platform also ensured compliance with strict financial regulations and streamlined user access management.
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Wealthbox CRM helped Benchmark Wealth Management move from slow spreadsheets and a complex CRM to a simple, efficient system. The team found... Wealthbox easy to use and quick to set up. Operations became smoother, and client service improved. Wealthbox supported the firm's growth and made it easier to get new clients. Benchmark now works faster and is ready to grow assets under management.
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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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Zendesk helped Siemens Financial Services handle a 30% spike in support tickets during the pandemic. The team moved fully online... in 48 hours and improved collaboration. Average ticket resolution time dropped from 24 hours to just over 8 hours. First reply time stayed stable at 6–7 hours. Zendesk replaced spreadsheets and email, making customer service faster and more efficient.
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Zendesk helped Siemens Financial Services handle a 30% spike in support tickets during the pandemic. The team moved fully online... in 48 hours and improved collaboration. Average ticket resolution time dropped from 24 hours to just over 8 hours. First reply time stayed stable at 6–7 hours. Zendesk replaced spreadsheets and email, making customer service faster and more efficient.
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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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ConvergeHub integrated QuickBooks Desktop for a financial services firm. The firm faced problems with disconnected systems and data errors. The... solution unified billing, tracking, and case management. Two-way QuickBooks sync cut data discrepancies by 85%. Performance dashboards reduced case resolution time by 30%. The firm now tracks cases and documents more accurately.
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Oracle Fusion Cloud ERP and SCM helped Yamaichi Electronics USA cut manual work and reduce complexity. The company replaced old... legacy systems with Oracle Cloud. Now, it manages manufacturing, supply chain, and accounting in one place. Real-time data improved decision-making and on-time delivery. Automation and best practices set the stage for future growth.
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Oracle Fusion Cloud ERP and SCM helped Yamaichi Electronics USA cut manual work and reduce complexity. The company replaced old... legacy systems with Oracle Cloud. Now, it manages manufacturing, supply chain, and accounting in one place. Real-time data improved decision-making and on-time delivery. Automation and best practices set the stage for future growth.
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Oracle Fusion Cloud ERP and SCM helped Yamaichi Electronics USA cut manual work and reduce complexity. The company replaced old... legacy systems with Oracle Cloud. Now, it manages manufacturing, supply chain, and accounting in one place. Real-time data improved decision-making and on-time delivery. Automation and best practices set the stage for future growth.
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Oracle Fusion Cloud ERP and SCM helped Yamaichi Electronics USA cut manual work and reduce complexity. The company replaced old... legacy systems with Oracle Cloud. Now, it manages manufacturing, supply chain, and accounting in one place. Real-time data improved decision-making and on-time delivery. Automation and best practices set the stage for future growth.
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Oracle Fusion Cloud ERP and SCM helped Yamaichi Electronics USA cut manual work and reduce complexity. The company replaced old... legacy systems with Oracle Cloud. Now, it manages manufacturing, supply chain, and accounting in one place. Real-time data improved decision-making and on-time delivery. Automation and best practices set the stage for future growth.
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Eloquant helps a global industrial company manage and enhance customer reviews. The company uses Eloquant's cloud platform to measure satisfaction... and collect feedback. They publish and respond to reviews, addressing negative comments and tracking dissatisfaction. This approach builds trust, improves reputation, and increases customer loyalty. The solution also provides insights for innovation and competitive advantage.
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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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OutSystems helped AllianceCorp Manufacturing (ACM) boost development capacity by 5x and achieve a 300% ROI in just six months. ACM used OutSystems... to modernize its manufacturing execution system and automate complex supply chain reporting with agentic AI. The platform enabled ACM to deliver projects 3–7 times faster, without expanding its IT team. Engineers now spend less time on repetitive tasks and more on innovation. ACM’s new AI-driven workflows support rapid, data-driven decisions across the business.
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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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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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SymVolli helped a plastics manufacturer improve transparency and accuracy in business communication. The company used SymVolli’s process builder and business... intelligence tools to manage sales pipeline, projects, and invoicing. Management and shareholders now access real-time data from anywhere. The solution supports marketing, sales, and compliance needs for construction and civil engineering projects using waste plastic.
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CREST ERP Manufacturing Suite helped Aza Fashion move from Excel sheets to a single platform for inventory, costing, and production orders. The solution improved... production tracking, inventory management, and supplier delivery estimates. Finance entries are now integrated, removing the need for Tally. Aza Fashion gained real-time visibility into production, better supply chain control, and an audit log for accountability. The system made processes faster and easier, with all data in one place.
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Sugar Sell helped Creative Foam exceed its annual sales goal by 44%. The company faced rising material costs and supply... chain issues. They replaced Excel with SugarCRM to automate sales and gain real-time data. After implementation, their pipeline grew by 42%. Creative Foam now makes data-driven decisions and tracks everything from quotes to opportunities. The platform improved hit rates and business strategy.
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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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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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Ring. io helped Townsquare Interactive scale its sales and service teams. The company needed better insight into daily sales calls...and client conversations. Before Ring.io, tracking was manual and incomplete. With Ring.io, every call is logged in Salesforce, giving full visibility into thousands of interactions. This data-driven approach improved coaching and team alignment. The integration fit their business model and supported rapid growth.
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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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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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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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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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Simplicate helped Leadrs, an online marketing agency, bring all their software and data together in one platform. Before Simplicate, Leadrs... struggled with too many tools, unclear reports, and lost project oversight. With Simplicate, they standardized services, improved project margins, and gained real-time insights. The team saw a 20% boost in productivity, 60% less time spent on admin, and 35% annual growth with the same staff. Leadrs now spends more time on clients and innovation, driving better results.
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Vendasta helped Blackfeather Digital reach $1M in first-year revenue. The agency unified all client services with Vendasta’s AI-powered platform, improving... lead response and sales enablement. They achieved a 100% client retention rate and tripled close rates for one SMB client. Blackfeather Digital used tools like Business App, AI Receptionist, and CRM to centralize operations and boost client satisfaction. The platform enabled efficient scaling and consistent, high-touch service.
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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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Upsales helped Visual Art grow into 32 countries over 10 years. Visual Art used Upsales to improve their sales team... and find new customers in new markets. The company reached over 200 million in revenues. Upsales Insights let them track performance and KPIs in every country. Visual Art plans to keep expanding and aims for an IPO.
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HubSpot ajudou a Brivia a aumentar em mais de 7 vezes as oportunidades de vendas. Antes, a empresa dependia de... indicações e processos comerciais não padronizados. Com a implementação do CRM completo, Marketing Hub e Sales Hub, Brivia integrou dados e otimizou vendas. O volume de pipeline cresceu mais de 10 vezes. A equipe adotou processos estruturados e melhorou a integração entre marketing e vendas.
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HubSpot ajudou a Brivia a aumentar em mais de 7 vezes as oportunidades de vendas. Antes, a empresa dependia de... indicações e processos comerciais não padronizados. Com a implementação do CRM completo, Marketing Hub e Sales Hub, Brivia integrou dados e otimizou vendas. O volume de pipeline cresceu mais de 10 vezes. A equipe adotou processos estruturados e melhorou a integração entre marketing e vendas.
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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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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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Odoo ERP helped Treadsafe fix slow, manual business processes. Before, Treadsafe used many systems for sales, invoicing, and accounting. This... caused delays and made it hard to track inventory and orders. With Odoo, Treadsafe moved all data to one platform. The team got training and support. Now, Treadsafe has real-time reporting, faster bank reconciliations, and better visibility. The company can track inventory and orders easily. Treadsafe saves time and works more efficiently.
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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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MarketSharp helped John McCarter Construction centralize customer data and streamline communications. Before, their information was scattered and hard to track.... With MarketSharp, they organized all customer and lead details in one CRM system. Automated communications and production scheduling improved their workflow. The team now tracks every client interaction and schedules jobs efficiently. This increased productivity and supported company growth.
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Maximizer CRM helped Heidelberg Materials Contracting move from spreadsheets to a unified CRM system. The company struggled with tracking opportunities... and slow reporting due to scattered data. Maximizer's Sales Leader Edition provided a cloud-based, easy-to-use solution tailored for opportunity management. The new system enabled faster reporting, improved follow-up, and created a single source of truth. As a result, Heidelberg Materials Contracting saw better win rates and smarter business decisions.
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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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monday. com helped Stone Martin Builders cut project planning time by 60 days. The team used workflow automation and real-time...collaboration to boost productivity by 40%. They also reduced overhead costs by 30%. monday.com gave them better visibility and faster project starts. The construction company now works smarter and gets more done.
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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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Thryv helped Ely Heating & Cooling go mobile and stay organized. Before Thryv, Dylan Ely managed invoices and notes by... hand, leading to chaos and lost paperwork. Thryv's business software replaced clutter with a digital system. Now, the company runs more smoothly and efficiently. Dylan can access everything on the go, making daily operations easier.
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Odoo helped BemaQ modernize its operations in just four months. The company used Odoo's Project, Accounting, and Inventory modules to... improve efficiency and transparency. BemaQ gained real-time visibility, better accounting traceability, and saved on physical materials. Employees received personalized training to adapt to the new system. Odoo enabled BemaQ to control resources and make faster decisions.
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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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Salesmate CRM helped FACILITEQ grow its sales pipeline by 100% in just 90 days. FACILITEQ faced challenges with scattered data,... poor communication, and slow sales ramp-up. Salesmate streamlined deal management and automated workflows. The CRM unified prospect ownership and improved sales forecasting. Real-time pipeline visibility enabled better planning and higher profit margins.
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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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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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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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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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Precursive OBX helped Patsnap improve customer onboarding and project collaboration. Patsnap used Precursive in Salesforce to manage onboarding tasks and... track key metrics. The solution enabled better internal and external teamwork. Patsnap gained control over capacity and resource planning. This led to improved time-to-value for their customers.
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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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NMI's Merchant Central and ScanX helped Everyware cut onboarding and underwriting times by 93%. Everyware needed to automate manual processes... and centralize merchant management. With NMI's solutions, onboarding dropped from up to four days to less than six hours. Automation improved sales focus, customer satisfaction, and work culture. Everyware now manages all merchant operations on one platform.
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BuddyCRM helped Tickd cut human error by 100% and save 2-4 hours per week per person by automating commission tracking and reporting. Tickd used Buddy... Business Intelligence to get real-time dashboards and custom reports. Staff now see clear payment data and make faster decisions. Thousands of pounds are saved each year in admin time. Tickd values BuddyCRM's custom code for unique data views.
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Vtiger CRM replaced manual paperwork at Vorwerk, speeding up sales tasks and reducing errors. The company automated sales and email... processes, moving away from MailChimp. Sales reps now track customer data and daily tasks in one place. Vorwerk saw a 100% increase in lead qualification efficiency. The CRM helped improve customer experience and business growth. Automation made it easier to arrange meetings and respond to clients quickly.
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Vtiger CRM replaced manual paperwork at Vorwerk, speeding up sales tasks and reducing errors. The company automated sales and email... processes, moving away from MailChimp. Sales reps now track customer data and daily tasks in one place. Vorwerk saw a 100% increase in lead qualification efficiency. The CRM helped improve customer experience and business growth. Automation made it easier to arrange meetings and respond to clients quickly.
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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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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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StayinFront TouchCG helps Casella Family Brands improve field team efficiency. The tool lets managers see in-field activities better. Casella processes... customer orders faster. They track and report customer performance to find top outlets. The platform makes it easy to onboard field teams. These changes support growth and sustainability for Casella Family Brands.
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Pipeliner CRM helped Ernest F. Mariani improve sales tracking and customer development. The company struggled with poor support and ineffective... CRM tools before switching. Pipeliner CRM impressed them with strong support and easy integration. The tool now helps track leads, compare customer purchases, and monitor sales performance. Communication with customers and within the team improved greatly. Management can now see sales landing percentages and address internal issues quickly.
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VisitBasis helped Unilever Kenya automate retail merchandising. Before, Golden Marketing managed 250 merchandisers manually for 500 stores, causing errors and... slow reporting. With VisitBasis, Unilever got real-time data, GPS tracking, and custom reports. The platform worked offline and online, making field team management easier. Unilever improved shelf presence and store execution across East Africa.
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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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Erpisto for distribution helped Zenla, a large lumber and land management company, replace a complex Tier 1 ERP system. The new solution... offered flexible customization and robust reporting. Zenla reduced IT staff and eliminated paperwork. They achieved ROI in less than 3 years. Operations became more efficient, with processing time cut by almost 90%.
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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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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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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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Freshservice unified 8 of Carrefour Belgium's 15 helpdesks in just 3 months. The new self-service portal improved incident management and... streamlined workflows. Over 350 agents now use Freshservice, boosting agent satisfaction and productivity. Carrefour replaced outdated IT systems and gained better visibility across business functions. Automation and integrations made helpdesk processes smoother and more efficient.
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Infor WMS helped Assaí, a leading wholesaler and Brazil's second-largest retail company, modernize its distribution center operations. The company replaced... outdated, spreadsheet-based systems with Infor WMS to streamline logistics and optimize warehouse layouts. Assaí achieved a 12% boost in productivity and improved workflows through intelligent task distribution. Real-time insights and centralized data access increased team agility and autonomy.
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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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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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Veeva Compass Patient helped ANI Pharmaceuticals speed up field team insights by 30 days. ANI used daily patient claims data... to find new patients and HCPs for rare disease treatment. Veeva CRM delivered actionable suggestions to the field within 24 hours. The team could act fast with hyper-specific data and schedule calls or emails in the CRM. This approach improved rare disease patient finding and accelerated commercialization.
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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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AbbVie used Pega Customer Decision Hub to improve how it interacts with physicians. The company needed a decisioning engine with... advanced analytics, business rule management, and process automation. AbbVie partnered with Pega and Accenture to build AIDEN, an AI-driven decisioning engine. Early results show more flexibility, lower costs, and less manual work. AbbVie plans to expand AIDEN across its US commercial operations.
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KPI. com helped ADCHEM, a Dubai-based distributor in the pharmaceuticals sector, streamline business processes and improve communication with suppliers and...customers. ADCHEM needed an integrated ERP/CRM system to manage long sales cycles and regulated products. After switching from their first system, ADCHEM found KPI.com scalable and customizable, growing from 5 to over 50 users. The platform enabled faster processes and supported ADCHEM's growth from startup to SME, though improvements in customer service and HRMS are still needed.
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vtenext helped Regione Basilicata digitalize and automate technical support requests, GDPR management, and communications. The solution unified internal and external... requests into a single platform, improving service for citizens and employees. Automated workflows and centralized data boosted efficiency. The project increased user satisfaction and streamlined compliance with GDPR regulations.
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Zoho Backstage helped BusinessNZ Council move their election conference online during COVID-19. The team needed an easy event management tool... with ticketing and website features for non-technical users. Zoho Backstage let them quickly update tickets, process refunds, and customize their event site. They livestreamed sessions and managed ticket sales easily. The council praised the platform's user-friendly interface and real-time agenda editing.
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Zoho Backstage helped BusinessNZ Council move their election conference online during COVID-19. The team needed an easy event management tool... with ticketing and website features for non-technical users. Zoho Backstage let them quickly update tickets, process refunds, and customize their event site. They livestreamed sessions and managed ticket sales easily. The council praised the platform's user-friendly interface and real-time agenda editing.
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Zoho Backstage helped BusinessNZ Council move their election conference online during COVID-19. The team needed an easy event management tool... with ticketing and website features for non-technical users. Zoho Backstage let them quickly update tickets, process refunds, and customize their event site. They livestreamed sessions and managed ticket sales easily. The council praised the platform's user-friendly interface and real-time agenda editing.
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Zoho Backstage helped BusinessNZ Council move their election conference online during COVID-19. The team needed an easy event management tool... with ticketing and website features for non-technical users. Zoho Backstage let them quickly update tickets, process refunds, and customize their event site. They livestreamed sessions and managed ticket sales easily. The council praised the platform's user-friendly interface and real-time agenda editing.
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HyperTeam used its PM Toolbox to build a digital workplace for Collier County Public Utilities Department's Engineering & Project Management Division. The solution included... a cloud-based SharePoint 2016 system with modules for project approval, management, and reporting. Project managers now track and manage projects, collaborate, and generate reports in minutes instead of days. The new system improved work efficiency and centralized project data. The solution also enabled quick, organized documentation and easier project coordination.
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BriteCore helped The Great Bay Insurance Group, a fast-growing P&C insurer, launch and scale their business. The company used BriteCore’s... cloud-based core system for quoting, claims, billing, and management reporting. In two years, Great Bay grew their Direct Written Premium from zero to $20M. Staff could work remotely and adapt quickly during the COVID-19 pandemic. Integrations with vendors like MassPrinting, ISO, HazardHub, and InsVista improved efficiency and reduced costs.
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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 an easy interface for quoting, invoicing, and compliance. The system integrates with The Hartford and uses FileMaker WebDirect for agent and customer access. Automated emails and performance tracking 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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AMS360 helped Brightway Insurance improve data analytics and forecasting. The platform made training and onboarding easier. Brightway used AMS360 to... give better service to clients. The solution supported business growth and insights. AMS360 optimized agency management for Brightway Insurance.
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InsuranceNow helped CURE Auto Insurance launch in Michigan in just six months. The company issued 7,700 quotes and 900 policies... in the first two weeks. CURE completed the project 10% under budget. The platform enabled fast setup, easy maintenance, and strong support. CURE now offers straight-through quote and bind for Michigan policies.
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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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Zopa Bank used monday service to automate HR ticket triage. The HR team moved from a shared Outlook inbox to... AI-powered ticket assignments. Now, 98% of HR tickets are auto-triaged, saving over 55 hours each month. Ticket resolution time dropped by five minutes per ticket. The team tracks performance with real-time dashboards and measures CSAT scores for the first time. Employees still use email, but the process behind the scenes is faster and more accurate.
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CRMNEXT helped SBI Bank boost lead conversion rates by 400%. The bank saw a 20% increase in home loan disbursements... and a 300% rise in credit card lead conversions. CRMNEXT unified sales, onboarding, and service on one platform. SBI reduced average sales cycle time by 40% and loan processing time by 90%. The solution integrated 39+ systems and supported over 430 million customers.
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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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SevenRooms helped The Mulberry Group in Melbourne boost revenue by $112k AUD in five months. The group switched from OpenTable... to SevenRooms for email marketing and reservations. They saved $256k AUD in cover fees. The platform also helped them grow their email subscriber list. The Mulberry Group focused on building a loyal community and personalizing guest experiences.
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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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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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Simpleview redesigned the Visit Eau Claire website to better reflect the town's artsy and playful culture. The old site did... not show the true spirit of Eau Claire, known for its vibrant music scene. The team worked closely with Visit Eau Claire, including an immersion trip during a major music festival. The new website uses bold colors, quirky fonts, and video to capture the city's unique vibe. The redesign helped the destination marketing organization tell its story in a fun and authentic way.
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Damco Solutions helped a leading U. S. hospital center reduce emergency department congestion using a HIPAA-compliant, real-time visibility model. The...hospital improved patient throughput and staff productivity, achieving a 35% increase in staff productivity and a 20% reduction in application processing time. The solution enabled proactive patient discharge, freeing up to 35 beds per day. Patient complaints dropped by 26%, and staff morale improved. The hospital now delivers better patient care and maintains secure, compliant operations.
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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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Teladoc Health used WEM's no-code platform to replace legacy systems in the Netherlands. The new healthcare platform went live in... just 6 months, built by a small team. Teladoc now controls all data, processes, and development. The solution reduced costs by eliminating unused enterprise software. Healthcare professionals benefit from a single, secure, and automated environment. New features can be launched in weeks, not months.
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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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Soleran's Rounding solution helped Barnes-Jewish Hospital cut labor hours for Environment of Care rounds. The hospital moved from paper to... mobile, saving at least 6 hours per week on reports. Automation tools improved compliance and made closing deficiencies faster. Real-time reporting and dashboards increased efficiency across departments. Unlimited users and flexible permissions made the system easy to use for all staff.
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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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SalesNOW helped Brock Street Brewing Company replace spreadsheets with a custom CRM. The team quickly set up a unique CRM... that matched their business process. Sales reps now access sales and lead data from anywhere using the mobile app. Custom fields and email notifications keep everyone updated. The CRM is flexible, mobile, and affordable, making it easy for the company to manage growth.
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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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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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SP Employee Hub helped Prager Metis, a global accounting firm, centralize communication and information in Microsoft 365. The solution unified... 13 departmental sub-sites and improved secure access to company data. Prager Metis saw better collaboration and maximized their Microsoft 365 investment. The intranet made it easy for staff to find up-to-date documents and resources. Data security and operational efficiency improved across their 26 offices worldwide.
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WORKetc helped Permit Place speed up permit approvals. Permit Place used to handle lots of paperwork. They needed a better... way to manage permit applications. With WORKetc, they tracked customer interactions and projects in one place. This made it easier to get permits approved faster. Permit Place grew into one of the largest permit expediting companies in the US.
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Teamleader Focus helped Digly automate scheduling for online meetings. Digly faced challenges matching multiple calendars and managing a growing number... of appointments. The integrated scheduling feature replaced separate tools like Calendly and Zapier. Digly now saves 15 minutes per appointment, totaling 2-4 hours weekly. The solution reduced interruptions, decreased no-show rates, and improved meeting preparation. Fewer errors occur in scheduling and customer data entry.
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Accrisoft launched a new website for Spot Out Fabric & Floor Cleaning. The site is mobile-friendly and easy to manage,... helping Spot Out attract more local customers. Integrated ServiceMonster software streamlines lead management. Since launch, the website generated 86 web form leads, with 19 in June. Strategic SEO and city-specific landing pages boost local search visibility and lead generation.
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RedHorse CRM helped Security of Los Angeles (SOLA) manage customer accounts in one place. SOLA switched from multiple software tools... to RedHorse for better integration. The CRM let them manage telemarketers, service tickets, and billing with QuickBooks. RedHorse improved email, document storage, and company-wide visibility. SOLA reduced paper use and improved business operations.
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Method CRM unified 50+ Mobility City franchises into one system. Before, each location used its own process and data, causing... chaos and lost buying power. Method CRM replaced paper and disconnected tools with a single, tailored platform. 95% of franchises adopted it in under a year. Now, Mobility City benchmarks performance, tracks equipment, and negotiates better supplier deals. Training is faster and billing cycles are shorter. The company operates as a true national brand, ready to scale.
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SmartMatchApp helps Date for 2 match well-educated singles for serious relationships. The team uses the matchmaking platform to build detailed... profiles and make quality matches. Members usually get their first introduction within four weeks. The service includes coaching and support for dating success. Date for 2 focuses on efficient, results-driven matchmaking for selective clients.
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JunariCRM+ helped Franklins Fire and Safety Ltd fix slow and manual reporting. Before, the team spent days making management reports.... Now, with JunariCRM+, reports take just 10 minutes each week. The system is tailored to their needs and easy to use. The support team is quick and proactive. This change lets the team focus on business growth instead of paperwork.
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Teamwork. com helped Community Link Consulting replace spreadsheets and outdated tools. The Resource Scheduler and Workload Planner improved resource management...and forecasting. Time tracking and reporting features made billing and workload planning easier. Leadership gained real-time visibility into resource allocation. The team increased billable hours and reduced burnout with smarter planning.
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RSoft CRM helped Bio System, a health care equipment manufacturer, automate support for 5,000+ clients and 150+ service engineers across India. The company needed... to manage customer issues and engineer locations efficiently. RSoft delivered a web and mobile solution in under a month, automating ticket assignment, warranty checks, and customer notifications. Bio System now resolves issues faster, tracks engineer activity, and collects real-time feedback. Customer satisfaction improved with timely updates and transparent support processes.
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Gleantap helped Gold's Gym boost member engagement using automated email and SMS marketing. Over 500 new members joined from referral... campaigns. One franchise saw 64 out of 323 lapsed members return after a single text campaign. Gleantap's platform automated onboarding, highlighted class schedules, and promoted the mobile app. Gold's Gym improved retention and increased upgrades to higher-tier memberships with Gleantap's marketing technology.
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Angaza helped RDG start selling affordable smartphones in emerging markets. RDG used Angaza's platform to access business data and test... a smartphone pilot. The pilot achieved a 50% gross profit margin in six months. Angaza's analytics tools supported RDG's decision to expand product lines. RDG plans to scale mobile device sales using Angaza's features.
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Livespace CRM helped Kaleta Group organize sales and improve team collaboration. Before, they used an old CRM and Excel, which... made finding information slow and hard. With Livespace, all sales data is in one place, making meetings shorter and customer replies faster. The team now saves time and works better together. Livespace is now their main tool for daily operations.
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Teamgate CRM helped BSH Home Appliances AB shorten average deal closing time by 10-20%. BSH needed to replace its old... sales management process, which was slow and lacked features. Teamgate's easy-to-use interface and new features made sales project management faster and more efficient. The CRM keeps all documents and conversations in one place. BSH now has a better overview of its business strategy and sales pipeline.
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Smart-I Systems uses edge CRM to track their sales pipeline. The platform gives them full visibility into sales and business... activities. It helps them manage their sales and service teams better. The company reports improved team effectiveness with edge CRM. This testimonial shows edge CRM's value for access control system manufacturers.
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Act! helped Thomas Fletcher build Fletcher Chicago into a multi-million dollar business by organizing customer data and improving relationship management.... Fletcher used Act! to track thousands of contacts, run targeted marketing workshops, and streamline event follow-ups. The CRM enabled his team to access vital contact details instantly, supporting major Hollywood productions and sports innovations. After selling his previous company, Fletcher chose Act! again for his new venture, Momento, citing its ease of use and strong customer support.
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Tech ICS upgraded and maintained a WordPress website for Creative and Film Studio. The studio needed a significant platform upgrade... and careful changes to WordPress plugins and artworks. Tech ICS completed the updates and continued ongoing maintenance. The project focused on delivering a smooth, cost-effective solution for managing pop culture themed content. The result was a fully updated and maintained website for the client.
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Nextiva's VoIP phone system helped 88. 7 The Bridge, a Christian radio station, move from an old analog setup to...a modern communication platform. The switch made fundraising events smoother and less stressful. Staff used features like voicemail-to-email, auto attendant, and call forwarding to stay connected and save time. The new system let them manage high call volumes and improve customer service without extra costs. The team found the system easy to use and reliable, even during their busiest times.
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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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OnePageCRM helped MarKee Partners, a consulting firm, move from Trello and spreadsheets to a simple CRM. The Action Stream feature... lets them set tasks and follow-ups for every client, making lead qualification and client management easier. The team uses the Kanban pipeline, email integration with Outlook and Mailchimp, and values the intuitive interface. Fast customer support and easy onboarding made the switch smooth. MarKee Partners now manage all client info and communications in one place, improving efficiency.
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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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Click & Pledge helped the Environmental Defense Center manage donations and event payments in one system. Before, staff used several... platforms and spent hours on manual data entry. With Click & Pledge and Salesforce, they now process payments faster and capture donor data in real time. Staff saved 10% to 35% of their time, allowing them to focus more on donor relations and fundraising. The new system made year-end reporting and donor communication easier.
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Membes AMS helped the Medico-Legal Society of Queensland move from manual membership management to a streamlined Association Management System. MLSQ automated renewals,... centralized data, and reduced admin work. Staff now access member info and event registrations easily. Integration with Xero and Stripe improved invoicing and reporting. The platform saved time and money, making operations more efficient.
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Intapp Conflicts and Intapp Intake helped Sandberg Phoenix triple its matter openings. Manual processes slowed the law firm during rapid... growth. The new system reduced errors and improved compliance. Automated workflows and connected data made intake faster and more accurate. Staff now focus more on client service and less on paperwork. The firm responds to clients faster and manages risk better.
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Cosmoprof Asia used WeMine Intelligence to manage visitor communications during a typhoon. The team sent real-time updates to thousands of... Mainland China visitors using template messages on WeChat. An AI-powered chatbot handled over 10 inquiries per minute, giving visitors 24/7 access to show information. Staff focused on logistics while the system managed communication. Messaging costs were reduced to one-sixth of traditional SMS. Data from visitor questions helped improve future event planning.
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Leap Event Technology helps New York Comic Con improve fan experiences. They use Leap’s mobile apps and event management tools.... NYCC increased fan satisfaction and exhibitor engagement. Operations became more efficient. Leap’s solutions support this major pop culture convention every year.
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InStreamCRM helps Planners Polska Sp. z o.o manage client relationships and communication. The team uses the CRM to monitor communication... and respond quickly to client needs. InStreamCRM supports key processes like client acquisition, project delivery, and daily communication. Features like email integration, calendar, and process management help the team build strong business relationships. The system adapts fully to their needs and supports their event services business.
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Kommo helped amoCRM manage its partner relationships. Alexandra Najaryan, head of the expert partner program, used Kommo to organize and... automate partner management. The team doubled its partnership network in just 8 months. Kommo features like RingCentral SMS, Salesbot, and team messaging supported this growth. The CRM made it easier to handle marketing, sales, and support tasks.
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Fakturownia. pl needed a way to handle customer support as their user base grew. At first, one person managed up...to 250,000 accounts using Sugester. As the company grew to over 1 million accounts, an 11-person support team used Sugester to manage all customer messages in one place. Sugester let them handle emails, calls, chat, and forum posts together. The team now answers 250-300 calls a day and can quickly help customers. Sugester helped Fakturownia.pl keep support fast and organized as they grew.
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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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Hurco Werkzeugmaschinen GmbH used Gedys Intraware CRM software to improve sales support. The company wanted precise implementation and strong engagement... from their CRM partner. Gedys Intraware delivered a tailored CRM solution that matched Hurco's needs. The result was a shared commitment to success and improved sales processes. Christian Ilg, Director Sales Support, praised the precise execution and dedication of the Gedys Intraware team.
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Qymatix Predictive Sales Software half einem weltweit tätigen Maschinenbau-Konzern, die Kundenzentrierung zu verbessern. Das Unternehmen stand vor der Herausforderung, im... gesättigten B2B-Markt mit E-Commerce-Strategien wettbewerbsfähig zu bleiben. Mit Qymatix automatisierte es Produktempfehlungen und steigerte die Effizienz im Vertrieb. Die Lösung führte zu einer Reduzierung der Kundenabwanderung um 2,8 Mio. Euro und einem Zusatzgeschäft von 1,5 Mio. Euro im Jahr 2020. Das Vertriebsteam gewann einen klaren Wettbewerbsvorteil durch datengesteuerte Entscheidungen.
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Reputation Studio helped Les Schwab manage reviews from Google, Yelp, and Facebook in Salesforce. Before, it took 4 minutes to... respond to each review. After using Reputation Studio, response time dropped to under 60 seconds, and later to 30 seconds. The team increased their review response rate from 50% to 99%. Les Schwab also reduced 90% of the resources needed for online review management.
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LeadSquared helped Bajaj Auto digitize customer journeys across 6,000 dealerships. Bajaj Auto faced challenges with lead management, inconsistent sales processes,... and lack of insights. LeadSquared integrated with their ERP and DMS, providing a unified sales CRM and actionable insights. The platform enabled zero lead leakage and managed 10 lakh enquiries seamlessly. Bajaj Auto saw higher lead conversion rates and improved productivity at dealerships.
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ENGIE wanted to modernize its IT landscape to better support employees and customers. The company replaced SAP with Salesforce Sales... Cloud, Service Cloud, and Marketing Cloud, with help from Cobra CRM. This change created a single, unified view of each customer. ENGIE's team used agile methods and kept control of the rollout, with Cobra CRM providing extra Salesforce specialists. The new system made customer processes more accessible and user-friendly, supporting ENGIE’s energy transition goals.
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Rhetorik’s DataCliniq helped a US-based communications company fix poor quality web form leads. The company struggled with missing or inaccurate... data from global prospects. Their previous solution only worked well in North America. DataCliniq cleaned and enriched web form data from over 100 countries. The process turned thousands of unusable leads into market-ready contacts. This improved international lead quality and follow-up.
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Voyado Elevate helped Stormberg boost average order value by 16. 4%. The company faced challenges with rapid e-commerce growth and...needed better product discovery and recommendations. They switched to a new e-commerce platform using Voyado Elevate for search, navigation, and recommendations. After launch, conversion from recommendations jumped from 7% to 18%. Stormberg saw fast results and improved customer experience.
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Ascendix customized Salesforce for Source Energy Partners, an oil and gas mineral acquisition firm. They replaced fragmented tools with a... centralized CRM, integrating GIS for location insights. The new system automated project management and improved scalability. Acquisition tracking became 2–3x faster. All data is now in one place, saving costs and boosting collaboration.
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SAP Business Suite helped FC Bayern consolidate 52 systems and manage over 9. 5 million fan records. The club used...SAP S/4HANA, SAP Datasphere, and SAP SuccessFactors to streamline HR, finance, and fan engagement. SAP Customer Checkout processed 50,000 transactions per matchday at Allianz Arena. Over 1,000 employees now benefit from improved HR processes. FC Bayern delivers personalized fan experiences and drives business innovation with SAP solutions.
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Keela helped oneMESSAGE. tv increase recurring donors by 260% in one year. The nonprofit used Keela's Smart Ask, forms, and...communications tools to double total donations and boost fundraising revenue by 56%. Smart Ask raised 237% more than regular forms and increased average gift size by 250%. Keela's donor management and email marketing improved donor engagement and outreach. The platform enabled oneMESSAGE.tv to organize donor data and refine its fundraising strategy.
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SuperOffice CRM helped Signify Research improve staff workflow and customer knowledge. The company needed detailed targeting and integrated contact management... for a niche market. SuperOffice provided a single platform for CRM and marketing, supporting GDPR compliance and campaign scheduling. Staff now avoid duplicate outreach and make better decisions using campaign data. The marketing team uses email analysis tools to refine newsletters and reach prospects at the right time.
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Kapture CX helped Anteraja cut technology costs by consolidating multiple tools into one platform. The logistics company improved operational efficiency... and streamlined customer support. Anteraja now manages all service channels in a single system. The solution enabled faster response times and fewer manual processes. Kapture CX's real-time dashboards and responsive support team drove ongoing improvements.
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FranConnect helped Firehouse Subs cut its franchise sales cycle by nearly 50%. The platform manages hundreds of monthly franchise inquiries... and automates lead creation. Firehouse Subs uses FranConnect to track new restaurant openings and ensure compliance with brand standards. The software streamlines communication and keeps franchisees and staff on task. Electronic document delivery speeds up franchise disclosure and reduces risk. Firehouse Subs now has a single system for franchise development and information management.
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