CRM Case Studies & Customer Success Stories

EcosAgile helped Bene Assicurazioni manage HR processes as the company grew. Bene Assicurazioni needed a human capital management system to support digital transformation and employee growth. They ch...ose EcosAgile for its flexibility and smart features after comparing many HCM systems. The solution enabled mobile access for employees and integrated AI-powered CV parsing for recruitment. This improved HR efficiency and supported the company's digital strategy.
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Datalyse CRM helped Drive&Win, a digital insurance company, manage its growing sales and operations team. Drive&Win needed to optimize sales cycles and reduce high telecom costs. Datalyse unified com...munications, automated workflows, and provided detailed sales reports. In just 3 weeks, Drive&Win increased lead conversion and lowered monthly telecom expenses. The team now manages sales more efficiently with all operations in one platform.
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Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated s...ystems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.
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BriteCore helped Bremen Farmers Mutual Insurance Company modernize its policy admin system. The company replaced a 1990s legacy system with BriteCore’s cloud-based platform. This change automated man...ual processes and made key information easy to access. Bremen Mutual saw a 30% increase in business operations productivity. They also cut printing and postage costs by 15 times and now support the same premium volume with a team two-thirds the original size.
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Sales Creatio, Marketing Creatio, and Service Creatio helped Saskatchewan Blue Cross improve customer service and technology. The company needed a scalable, customizable CRM and automation platform. ...Creatio delivered end-to-end sales management, automated workflows, and advanced analytics. Staff performance increased by 25%. Fast deployment led to rapid ROI and better operational transparency.
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InsuranceSuite on Guidewire Cloud helped Aioi Nissay Dowa Management New Zealand move from a legacy system to a modern platform. The company automated a 13-step manual business intake process. They t...ripled their business in six years. Product offerings grew from 1 to 8 brands, with over 50 products. The solution improved security, flexibility, and business process efficiency. The project finished ahead of schedule and on budget.
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Bitrix24 replaced Hubspot for an NGO from Zambia. The NGO needed a better way to manage sales, clients, and communications. Bitrix24 provided CRM, sales management, and omnichannel contact center too...ls. The NGO used features like task management, project planning, and automation. The switch helped the NGO work more efficiently and improve team collaboration.
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CiviCRM helped a non-profit human services group in Pittsburgh move from multiple Access databases to an online system. The group needed staff to update participant info from the field but faced high... costs. Using Drupal and CiviCRM, they registered events, managed donations, and sent bulk emails. They built a new database to track program and HR data online. Improved permissions for activities and cases made CiviCRM a better fit for their needs.
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CommunitySuite by Foundant helped Albuquerque Community Foundation improve their processes. They moved from FIMS to CommunitySuite. The foundation benefited from ongoing training and unlimited custom...er support. The solution supported both donor management and finances. The organization saw better operations across the board.
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Giveffect helped the Writers Guild Foundation move their in-person events to Zoom during the pandemic. The nonprofit used Giveffect’s Zoom integration and email marketing tools to manage events and c...ommunicate with supporters. Event attendance grew from 4,504 in 2018 to 18,089 in 2021, a 4x increase. The Foundation uses Giveffect’s CRM to group supporters and send targeted messages. They also use reporting tools to track event success. Staff say Giveffect made it easy to manage tickets, donations, and communications.
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Keela helped Backpack Buddies boost online donations during a tough back-to-school campaign. The nonprofit used Keela’s email marketing, donor management, and reporting tools to send personalized app...eals and track donor engagement. With Keela, Backpack Buddies raised over $150,000 and gained 2,000 new subscribers, including 200 monthly donors. The team improved donor relationships and streamlined fundraising efforts, leading to a 10% revenue increase.
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Hope for Tomorrow used storytelling to share Aria's journey from poverty to college. The nonprofit focused on child education. Their story showed how education can change lives. Sharing Aria's story ...brought strong support for their cause. Storytelling helped them connect with donors and highlight their impact. This case shows the power of authentic stories in nonprofit fundraising.
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NewOrg Management System helped Cancer CAREpoint switch to a HIPAA-compliant online database. The nonprofit migrated 8 years of legacy data and now uses a public web portal for client and event sign-...ups. Staff can manage intake, track care, and use secure document exchange. NewOrg improved workflows and enabled better reporting. Cancer CAREpoint now uses automated email campaigns, surveys, and reminders to engage clients and staff.
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StratusLIVE 365 helped National FFA Foundation replace 14 separate technology platforms with one integrated Microsoft Dynamics 365-based solution. The new platform improved donor engagement, reportin...g, and dashboard creation. Staff used Microsoft Office integration and Outlook plugins to streamline daily tasks. In one year, National FFA Foundation saw an 18% increase in total payment revenue and a 33% rise in average gift amount. The platform made donor data easy to access and improved team efficiency.
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Sales Cloud and Findock helped The Ocean Cleanup manage and track all donations in one place. The organization wanted better insight into donor behavior and campaign results. Cobra implemented Findoc...k on Salesforce, integrated multiple payment platforms, and set up automated thank-you emails. Now, The Ocean Cleanup has a clear overview of donations and can target campaigns more effectively. This helps them build stronger donor relationships and increase their impact.
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vtenext helped Banco di Napoli foundation digitize its grant application process. The foundation moved from paper-based, manual workflows to a cloud-based CRM with a dedicated web portal. This allowe...d for centralized records, automatic data checks, and digital archiving. The new system enabled remote work and improved transparency. The project went live in just one month, making daily work faster and more efficient.
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Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted to cut production costs, increase creative agility, and keep their bran...d consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.
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eWay-CRM helped Castell Project manage rapid growth in their leadership programs for women in hospitality. Before eWay-CRM, Castell used Excel, which could not handle their expanding contact database.... With eWay-CRM, they organized contacts, tracked communications, and managed events more easily. The software's Outlook-like interface made it easy for the team to learn. Castell now filters candidates for events and sends professional emails quickly, improving event organization and outreach.
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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 interf...ace let new staff learn it in minutes. Their first online auction with Snowball raised over $41,000, a 64% increase from the previous year’s $25,000. Supporters gave positive feedback on the donation process, silent auction, and text-to-donate features.
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Click & Pledge Campaign and Payment Forms helped Assateague Coastal Trust improve their fundraising. The nonprofit used QR codes for easy mobile registration. Custom branding made their campaigns mor...e recognizable. The forms connected directly to their CRM, saving time and reducing repetitive work. Creating templates in the software helped them avoid starting from scratch each year.
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Hope Media Group is a ministry that works through radio, events, and online content. They had problems with high costs and using many different software tools that did not work well together. This ma...de it hard for teams to share information and slowed down their work. They switched to Virtuous CRM to bring all their work into one system. This helped them save money, work together better, and give donors a more personal experience.
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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 s...earch and seamless navigation. This collaboration improved client service and increased traffic through SEO and PPC campaigns. Waterfront Properties now offers an exceptional digital experience for luxury homebuyers.
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Brivity helped the Christin Kingsbury Group solve technology and staffing problems. Christin replaced two full-time admin employees with one Brivity VA, cutting costs. She used Brivity’s all-in-one p...latform to manage marketing, CRM, and client communication. Her sales volume grew from $16 million to $42 million per year. Client satisfaction increased with automated updates and transparent processes.
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Lone Wolf Boost helped Intracoastal Realty grow their social media presence and boost their listings. The tool automated ad campaigns and made the process seamless. Intracoastal Realty trusted Boost ...because of their existing relationship. The VP of marketing said using Boost was as easy as expected. The company saw improved exposure for their listings online.
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Coldwell Banker Advantage, a real estate company in Raleigh, NC, faced challenges with their previous back office software, which lacked flexibility in commission plans and had cumbersome reporting. ...They switched to Profit Power in 2018, introduced by their sister company. The new system improved their workflow with better user interface, commission options, and reporting features. The implementation process was smooth, and the support team was helpful. As a result, they eliminated manual workarounds, automated report distribution, and improved customer service, allowing more time to support agents and managers.
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LeadSimple helped 1st Choice Property Management improve response times to new leads. Before LeadSimple, the team struggled with slow replies and repetitive tasks. After using LeadSimple, they respon...ded faster and got more five-star reviews. The software made their process seamless and consistent. Property managers now spend more time on important work, not admin tasks.
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Lone Wolf Technologies helped Cindy Rasmussen, a Realtor at CENTURY 21 Homefinders of Hawaii, improve her real estate workflow. She used Lone Wolf’s Task Manager and ZipForms to organize tasks and se...nd offers fast. Electronic signatures made closing deals quicker. Cindy saw a 7.5% increase in transactions, saved over 10 hours each week, and improved efficiency by 15%.
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Lone Wolf Technologies helped Cindy Rasmussen, a Realtor at CENTURY 21 Homefinders of Hawaii, improve her real estate workflow. She used Lone Wolf’s Task Manager and ZipForms to organize tasks and se...nd offers fast. Electronic signatures made closing deals quicker. Cindy saw a 7.5% increase in transactions, saved over 10 hours each week, and improved efficiency by 15%.
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Lone Wolf Technologies helped Cindy Rasmussen, a Realtor at CENTURY 21 Homefinders of Hawaii, improve her real estate workflow. She used Lone Wolf’s Task Manager and ZipForms to organize tasks and se...nd offers fast. Electronic signatures made closing deals quicker. Cindy saw a 7.5% increase in transactions, saved over 10 hours each week, and improved efficiency by 15%.
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A large real estate organization in India faced challenges with their sales and marketing processes. They used multiple systems, including SAP, for managing leads, which was inefficient and time-cons...uming. Paramantra replaced SAP CRM, providing an enterprise-grade solution that automated lead management and reduced paperwork by 95%. This improved sales productivity and data security, allowing the sales team to focus more on selling rather than data entry.
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Radius helped 1Vision Real Estate launch a boutique brokerage in Southern California. The challenge was a lack of backend support to build a brand-focused business. Radius provided tools, flexibility..., and broker support so 1Vision could scale without losing its values. The platform enabled growth from 4 to 49 agents in less than a year. 1Vision built a standout reputation, attracted growth-minded agents, and delivered high-touch service.
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Tenant Turner helped Results Property Management Group solve problems with tenant no-shows and manual leasing. Before, Regina Ingram spent most of her day waiting for tenants who did not show up. Ten...ant Turner automated the pre-qualification process and enabled secure, contactless showings. Regina cut her time spent on leasing in half. The ratings feature gave her feedback to help property owners improve their rentals. Regina calls Tenant Turner a game-changer for convenience, security, and time savings.
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Accenture’s SynOps for supply chain helped a global healthcare technology company fix its fragmented inventory systems. The company needed better visibility and higher fill rates for spare parts. Acc...enture centralized and standardized inventory management with SynOps. This boosted back-office productivity by up to 12% each year. The partnership delivered over $130 million in business impact. The company now has a streamlined, responsive supply chain.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided built-in compliance and mobility features. This made it easier for the agency t...o handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided built-in compliance and mobility features. This made it easier for the agency t...o handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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Buildout helped Allen C. Buchanan at Lee & Associates win major real estate listings. He secured a $4,000,000 listing, a $1,575,000 listing, and sold a $3,000,000 investment using Buildout. The platf...orm made his job easier and more professional. Buildout delivered strong results for commercial real estate deals.
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Follow Up Boss helped AV Home Experts at Keller Williams Realty organize their sales process. The team used data, automation, and integrations to track leads and improve agent performance. With just ...7 agents, they reached $47M in sales volume in 2022. The platform's reporting and dialer features let the team set clear goals and coach agents to higher earnings. AV Home Experts became a top-ranked real estate team in Florida and the US.
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Zurple helped Oscar Contreras by integrating with his Zillow account. This integration led to an average of 15-20 transactions each year using Zurple. Oscar used Zurple to generate more real estate l...eads. The platform supported his business growth and client generation.
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AllClients CRM helps Samson Properties manage leads, customers, and clients. The platform makes contact management simple. It combines marketing and follow-up in one place. This helps Samson Properti...es grow their business. The CRM saves time and reduces stress for the team.
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Homesuite used Jungleworks to build a marketplace for corporate housing. The challenge was to make booking monthly furnished housing easy and transparent for business travelers. Homesuite used AWS, S...alesforce, HubSpot, Looker, Stripe, Zendesk, and DocuSign to support their platform. They ran a successful Facebook ad campaign targeting travel nurses, which increased referral traffic. Homesuite offers more affordable and comfortable options than hotels or traditional corporate housing providers.
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IXACT Contact helps Heather MacDonald, a Keller-Williams real estate agent in Canada, organize her contacts and manage client relationships. She needed a CRM tailored for real estate, as generic syst...ems 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 at EXIT Realty Southern cut her presentation time from hours to just 10 minutes. She now builds polished CMAs quickly, saving 2-3 hours per pr...esentation. The tool is easy to use, even for those not tech-savvy. Lauren's clients get faster responses, and her team has adopted the platform. Most importantly, she regained her evenings and weekends, improving her work-life balance.
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Top Producer CRM helped Carle Properties, a family-owned real estate business in Arkansas, organize client data and streamline lead generation. Michael Allen used to track leads on sticky notes and h...is phone, making it hard to stay organized. With Top Producer CRM, he built a database, reduced daily lead generation from hours to 20 minutes, and improved follow-up with clients. The system let him track every contact and manage his sales pipeline efficiently. Carle Properties closed 162 deals last year, with one agent maintaining 15-20 listings at a time.
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kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE to 2,500 agents, those who used it regularly saw a 30% increase in closed t...ransactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
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kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE to 2,500 agents, those who used it regularly saw a 30% increase in closed t...ransactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
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Ascendix Search helped Savills Ireland improve how they use Salesforce data. Before Ascendix, teams worked in silos and used Excel files, making data sharing hard. With Ascendix Search, they can now ...search properties on a map and create reports quickly. The tool saves them a lot of time. What used to take four hours now takes just ten minutes.
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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 n...ew CRM system in just 4 months. This change cut marketing and communication costs. The admitted applicant pool grew from 5,000 to 15,000 since 2017. Staff now use self-service tools to talk with students and prospects.
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LeadSquared marketing automation helped Care Hope College save 30% of their time. The college struggled with manual reporting, slow student responses, and no automated communication. After switching ...to LeadSquared, they used pre-set email templates and automated workflows. This improved efficiency and boosted student engagement by 93%. Email communication increased by 1.5 times. The team now tracks student activities and campaign results easily.
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CRMJetty Education Portal for Dynamics 365 helped a leading private university fix its admissions and enrollment process. The university had problems with slow communication, lost documents, and manu...al work. CRMJetty built a custom portal for them. Applicants could track their status and get updates. Application processing became 35% faster. Document accuracy improved by 90%. Staff productivity went up by 30%. International response time dropped by 50%. The portal gave 24/7 access and made applicants happier.
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Jarvis CRM helped the Described and Captioned Media Program (DCMP) manage all client data and communications in one place. DCMP needed a better way to track user activity and streamline processes. Th...ey chose Jarvis CRM for its customization and integration with FileMaker. After implementation, DCMP improved client management and communication. Jarvis CRM supported a surge in service requests during COVID-19 and made email communication easier.
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Leadsales helped ICEL University improve their sales process. The university struggled to reach prospects by phone and email, as students preferred WhatsApp. Leadsales unified communications with a s...ingle WhatsApp number and automated lead assignment. The contact rate increased from 35% to 75%. Response times dropped from up to 48 hours to real time. The university exceeded its enrollment growth goals by 10%.
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Yellow Brick Road Childhood Development Centers uses LineLeader by ChildcareCRM to standardize enrollment across three early learning brands. They improved family communication and engagement using t...wo-way texting, reducing tour no-shows. The CRM system, Enroll, helps manage communications and reporting, optimizing lead communications and marketing efforts. Reporting features allow them to analyze performance and provide bonuses to staff, enhancing parent satisfaction and enrollment rates.
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Spotler's WhatsApp and Live Chat help Radboud University answer student questions fast. The university uses one WhatsApp number and Spotler's dashboard to let many staff reply at once. They track que...stion history and add tags to see common topics. Live Chat is cheaper than their old chat tool. Students get quick answers because the system is easy to use and the team is large.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected, cloud-based system, making it easier for tech-sa...vvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected, cloud-based system, making it easier for tech-sa...vvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected, cloud-based system, making it easier for tech-sa...vvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected, cloud-based system, making it easier for tech-sa...vvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected, cloud-based system, making it easier for tech-sa...vvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected, cloud-based system, making it easier for tech-sa...vvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Maximizer CRM helped Experience Education unify data across 20 brands and over 230 users. The company faced issues with inconsistent CRM adoption, fragmented databases, and lack of central leadership.... The Single Customer View project streamlined databases, standardized software versions, and improved data integrity. Integrations became cheaper and onboarding new brands cost nothing extra. Dashboards and standardized email marketing tools enabled better reporting and targeted campaigns.
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ExtraaEdge CRM helped Career Buddy Club manage student admissions better. CBC faced scattered leads, manual follow-ups, and no clear analytics. With ExtraaEdge, they got a single platform for all inq...uiries, automated reminders, and bulk messaging. Custom dashboards gave leaders real-time data. Counselors spent less time on data entry and more on helping students. CBC now tracks every inquiry, personalizes outreach, and has higher morale and control.
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Stim, a copyright organization, needed a new system to handle complex management and large data from music streaming. They chose VisionFlow for its traceability and integration with existing CRM syst...ems. VisionFlow improved transparency and collaboration, providing valuable data for better business decisions. Stim's departments now work more efficiently with virtual teams and plan to introduce a customer portal.
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SP Facilities helped Atlas Performing Arts Center manage their growing facility needs. The center used SP Facilities on Microsoft 365 to move away from emails and spreadsheets. This solution let them... log tickets, create work orders, and manage assets in one place. Staff used a familiar interface, which reduced training needs. The system improved security and made operations more efficient. Atlas Performing Arts Center now serves patrons and tenants better.
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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 2...016 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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Close helped ChartMogul organize and speed up their sales process. ChartMogul used Close to manage leads, automate tasks, and keep teams in sync. With Close, ChartMogul added over 1,000 customers and... handled more than 100 million subscriptions. They also quadrupled their average revenue per user. The team relies on Close for sales, customer success, and account management.
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Fakturownia.pl needed a way to handle customer support as their user base grew. At first, one person managed up to 250,000 accounts using Sugester. As the company grew to over 1 million accounts, an ...11-person support team used Sugester to manage all customer messages in one place. Sugester let them handle emails, calls, chat, and forum posts together. The team now answers 250-300 calls a day and can quickly help customers. Sugester helped Fakturownia.pl keep support fast and organized as they grew.
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Front helps Scratchpad manage all customer interactions in one place. The team moved from Gmail to Front to improve collaboration and response speed. Front's shared inbox and integrations let Scratch...pad centralize email, chat, and text, making it easy to track and resolve requests. The company now keeps inbox zero and delivers fast, high-quality support. Scratchpad achieved 100% CSAT and exceeded response time goals using Front.
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Prospect CRM and Unleashed helped Trimbio, a medical equipment supplier, solve integration and manual data entry problems. The company saw a 16.6% growth in sales and an 18.8% increase in gross margi...ns. Admin time dropped by one day per week across all departments. Staff can now track customer conversations, manage stock, and coordinate repairs more easily. The solution improved quoting, order tracking, and customer retention.
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Act! CRM helps Asian Medical, Inc. manage international sales. Michael O’Malley uses Act! to organize contacts and schedule key meetings. The mail merge feature lets him send personalized emails to d...ealers worldwide. Outlook integration logs every email and sales activity. Act! gives sales insights to track data and spot prospects needing attention. This helps Asian Medical, Inc. grow and serve both factories and dealers efficiently.
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A leading coffee distributor in the Middle East wanted to automate delivery confirmations and notifications. They used Reson8 to send automated SMS notifications, integrating it with their ERP system... and online shopping portal. This allowed customers to easily schedule or reschedule deliveries. The integration saved time, simplified the delivery process, and improved customer experience.
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Delta Sales App helped QSTEK Farming manage their sales and field force. QSTEK Farming wanted to move away from manual sales processes. They used Delta Sales App to capture sales transactions in real... time and generate sales reports. The app made it easy to track sales, collections, and manage the sales team. QSTEK Farming found the reports feature very useful and praised the support team for prompt help.
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Taste for Life Foods wanted to grow their business but had problems with their order process. They could only take orders for a few hours each day and had trouble tracking deliveries. PM AM CRM gave ...them a system with web, IVR, and mobile app platforms so customers could order anytime. The new system sends automatic messages to customers and staff and helps track every order. Now, sales have gone up, and the company can handle more orders without hiring more people. Managers and partners can see order status easily, and the company is starting to expand internationally.
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Kapture CX helped Akshayakalpa improve customer engagement. Akshayakalpa used Kapture CX to resolve customer queries instantly with self-serve tools. The platform enabled auto-resolution of 90% of cu...stomer queries. Akshayakalpa also used AI agents for voice and non-voice support. This led to faster and more accurate customer service.
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Unbounce helped Love Child Organics grow their email list. The brand started with 2,000 email subscribers. Using Unbounce landing pages and social ads, they reached over 16,000 subscribers in about a... year. The challenge was turning Instagram followers into email subscribers. The solution was to use targeted landing pages to collect emails. This gave the brand a direct way to reach customers and boost future sales.
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VipeCloud CRM helped The Franchising Company improve their sales processes. The case study highlights the benefits of using VipeCloud's CRM platform. It focuses on streamlining sales and marketing ef...forts.
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Freedom Software helped Springfield JCC update their old software and website. The new system includes a modern website, member portal, event registration, CRM, email marketing, and finance tools. St...aff no longer do manual finance work. Members can register for events online and use dynamic forms. Custom features like pool schedules and voucher purchases make things easier. The new solution improved user experience and operations for Springfield JCC.
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4Degrees helped Alcorn Partners automate manual tasks and replace Excel with a single CRM system. The team used to spend a lot of time entering and sorting data in spreadsheets. With 4Degrees, they n...ow track contacts and deals in one place and sync email interactions automatically. This change saved them hundreds of hours. The team can now focus on building relationships and finding new investments.
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Maximizer CRM helped Automated Aquatics move from manual processes to a cloud-based system. The company needed a scalable way to manage growing customer data and service schedules. Maximizer centrali...zed all customer information, service histories, and work orders. The team now uses mobile access to update records on the go. Automation reduced response times and improved efficiency. Enhanced data security and quick implementation boosted customer satisfaction.
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Insource Ltd, a healthcare software company, needed a new CRM system as their existing one was not suitable for their growing business. They chose Gold-Vision CRM to unify lead generation, sales, and... project delivery processes. The solution provided a complete view of the customer journey, project tracking, and Microsoft Suite integration. As a result, Insource streamlined processes, improved sales automation, and enhanced project management. They also benefited from webform integration for capturing leads.
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Dubsado helped Berlez, a wedding photography business, grow their business by 20% year-over-year. Berlez switched from an old CRM that caused friction and lacked branding options. With Dubsado, they ...streamlined client communication, used branded forms, and improved their client experience. The mobile app and automations saved time and let them respond quickly. Working with a Dubsado specialist, they created a seamless digital experience. As a result, Berlez improved closing rates, built client trust, and expanded their services cross-country.
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NinjaOnboarding by 500apps helped KPSYNCLAB improve task and project monitoring. The platform brought all apps together in one place. This made it easy for the team to use them at once. The CEO prais...ed the solution for boosting productivity. The experience was positive and efficient for the company.
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Simplicate helped Bluehub, a consultancybureau, solve problems with project oversight and low productivity. Before Simplicate, Bluehub used many Excel sheets and missed key KPIs. With Simplicate, Blu...ehub gained one complete solution for planning, time tracking, and invoicing. Bluehub saw a 20% increase in billability and improved revenue. The team now works faster, plans 3-6 months ahead, and enjoys higher employee satisfaction.
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Copper CRM helped On Your Feet get started quickly because it worked with Gmail. The team used integrations right away. There was almost no setup time. Copper made it easy for them to organize contac...ts and manage relationships. The customer said they were sold on Copper because of its ease of use and fast setup.
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Accruent faced challenges in delivering consistent value-driven conversations with prospects. Their sales process was hindered by inconsistent messaging and complex product offerings. Partnering with... Xfactor.io, they improved their value communication strategy. This included using a cohesive platform for value narratives and empowering sales teams to demonstrate ROI. As a result, Accruent saw a 65% improvement in cross-sell win rate and a 33% increase in average selling price.
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Affinity’s Typeform integration helped 2150 standardize deal flow data intake. 2150 needed to manage more deals and make their review process faster. The integration let them use a single intake form... for all companies. This made it easier to compare deals and sped up the first review. Affinity dashboards gave the team better data and improved their investment decisions. The result was faster responses, better teamwork, and more efficient deal vetting.
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American Security Programs used Soffront to improve their business. They saved weeks of man hours with automated processes. They increased sales productivity and contact frequency. Their sales capaci...ty grew, leading to a 77% growth rate. They were recognized as a fast-growing company.
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The Delaware Tourism Office needed to update its outdated website. They wanted a fresh design, better user experience, and improved digital accessibility. They used Simpleview's CRM and CMS, along wi...th AudioEye's accessibility platform. The new website led to a 45% increase in travel guide requests, a 37% rise in event page views, and a 256% increase in attraction page views.
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iKargo is a technology company that connects shippers and transporters. They needed a technology partner to automate their e-commerce business. With a limited budget, they sought a one-stop solution ...provider. After evaluating options, they chose Second CRM. Second CRM implemented the solution in six weeks. iKargo was impressed with the speed and flexibility of the solution, allowing future scalability.
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SutiSign helped Coeur Alaska meet external audit requirements. Their old PDF-based signature solution was not enough for compliance. SutiSign provided a robust system. The implementation was fast and... seamless. No IT support was needed.
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e-automate helped Bryan S Ryan manage their office technology business. The solution improved profitability and efficiency. Bryan S Ryan used e-automate to streamline business operations. The softwar...e provided an all-in-one management system. This made daily tasks easier for the team. The company saw better results from using e-automate.
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FBA used Breeze, an AI-powered tool in the HubSpot platform, to improve sales and marketing. They wanted to get more leads. After using Breeze, FBA increased lead generation by 216%. This shows how A...I tools in HubSpot can help companies grow their sales and marketing results.
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FBA used Breeze, an AI-powered tool in the HubSpot platform, to improve sales and marketing. They wanted to get more leads. After using Breeze, FBA increased lead generation by 216%. This shows how A...I tools in HubSpot can help companies grow their sales and marketing results.
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bxp software helped ACOI connect all member contacts in one place. The solution brought together many functions into a single network. ACOI values the support and personal service from the bxp team. ...The testimonial highlights improved organization and communication with members.
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Odoo ERP helped SA Equip fix problems with separate systems and manual work. The company had trouble with data silos, slow processes, and tracking safety rules. Target Integration set up Odoo ERP to ...bring sales, inventory, manufacturing, accounting, rentals, and HR into one place. Now, SA Equip can see real-time data, manage stock better, and handle more business as they grow. The new system makes work faster and helps them follow safety rules in tough industries.
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Ultimate Podio Email Integration lets all email go into Podio. Users can share emails with the team. Every email is tracked and linked to the right item and contact. Emails are easy to filter and sea...rch in Podio. GameChangers uses this setup to help their clients manage email better.
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Our client wanted to improve their data usage and found their existing dialler expensive and limiting. Lunar Media replaced the dialler with a Lunar CRM for Contact Centres using click to dial techno...logy. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
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ConvergeHub helped Alexa, a CEO, with their business needs. Shampa from ConvergeHub shares the story. The content highlights a personal experience. It invites others to connect and learn more. No spe...cific results or metrics are mentioned.
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Method:CRM helped Savvy Bird Consulting manage growing demand for QuickBooks training and accounting services. Kayla Prusinski, the owner, needed a CRM that fit her small business budget and offered ...strong data privacy. Method:CRM provided customizable workflows and a real-time, two-way QuickBooks sync. This made lead management easier and saved time for both Kayla and her clients. Kayla says Method:CRM is the perfect tool for QuickBooks users.
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Zoho Backstage helped ActionCOACH UK run their flagship BizX event. Before, they used many tools and had trouble managing data and event tasks. With Zoho Backstage, they built a branded event website..., managed ticket sales, and used QR codes for fast check-in. The mobile app let attendees follow the agenda, network, and join sessions online. Sponsors used lead capture tools and got more value. ActionCOACH UK found the platform easy to use and cost-effective.
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Zoho Backstage helped ActionCOACH UK run their flagship BizX event. Before, they used many tools and had trouble managing data and event tasks. With Zoho Backstage, they built a branded event website..., managed ticket sales, and used QR codes for fast check-in. The mobile app let attendees follow the agenda, network, and join sessions online. Sponsors used lead capture tools and got more value. ActionCOACH UK found the platform easy to use and cost-effective.
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Zoho Backstage helped ActionCOACH UK run their flagship BizX event. Before, they used many tools and had trouble managing data and event tasks. With Zoho Backstage, they built a branded event website..., managed ticket sales, and used QR codes for fast check-in. The mobile app let attendees follow the agenda, network, and join sessions online. Sponsors used lead capture tools and got more value. ActionCOACH UK found the platform easy to use and cost-effective.
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Zoho Backstage helped ActionCOACH UK run their flagship BizX event. Before, they used many tools and had trouble managing data and event tasks. With Zoho Backstage, they built a branded event website..., managed ticket sales, and used QR codes for fast check-in. The mobile app let attendees follow the agenda, network, and join sessions online. Sponsors used lead capture tools and got more value. ActionCOACH UK found the platform easy to use and cost-effective.
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Glue Up helped Shift DBS bring all their member data, events, and community tools into one place. Before Glue Up, Shift DBS used many separate tools and had slow, manual processes. Glue Up’s platform... gave them an integrated CRM, event management, and a community feed. Shift DBS now saves time and has fewer errors. Members get a better experience with easier access to events and updates.
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OnePageCRM helps L&J Tax attract and keep tax clients. Before using OnePageCRM, Laura Lynch struggled to remember client details and follow-ups. The CRM lets her record notes, track referrals, and se...t reminders. L&J Tax uses the pipeline feature to manage projects and keep clients updated. Regular check-ins with clients help build trust and improve service quality.
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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 feat...ure 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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WEM's no-code platform helped TSN Groen improve logistics operations. TSN Groen wanted to reach 100% CO2-neutral operations. They used WEM to build and deploy modules fast. The platform made HR and l...ogistics tasks easier. TSN Groen saved money and time. They improved client service and grew revenue. The company is now on track for full sustainability.
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BuddyCRM helped LTS Global Solutions solve data fragmentation and manual process issues. LTS used BuddyCRM to centralize client data and automate routine tasks. The CRM integrated their warehouse, cl...ient management, and finance systems. LTS saw 20% faster client response times and a 90% same-day query resolution rate. The team now works more efficiently and clients are happier.
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EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed a CRM to unify data from events, magazines, and websites. Their previous CRM was cos...tly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.
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EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed a CRM to unify data from events, magazines, and websites. Their previous CRM was cos...tly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.
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Anthill helped Homebase replace their manual appointment booking system with a live, online solution. Homebase used Anthill to manage customer appointments across all stores and teams. The new system... improved appointment categorization, forecasting, and resource allocation. Customers can now book appointments online and share project details, making meetings more effective. Anthill's workflow automation streamlined internal processes and improved customer experience.
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GREYHOUND helped babymarkt.de improve customer service. The company faced high volumes of customer inquiries and struggled with slow response times and double handling. GREYHOUND unified all communic...ation, making customer history visible to the whole team. Staff could answer more questions, faster. Response times dropped to under 12 hours. With the same number of staff, they now handle 40% more requests. Customers and employees are happier.
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VIENNA Advantage Retail Management Solution helped Batir Spa, a modern food retail company, improve operations. Batir Spa needed fast implementation and high automation for their new retail concept. ...VIENNA Advantage ERP and CRM was deployed in the cloud, supporting 10 stores and a central warehouse. The solution enabled stock optimization, automatic replenishment, and real-time reporting. Batir Spa achieved a central system with remote upgrades and offline capabilities, improving efficiency and reducing costs.
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monday.com helped Officeworks improve retail processes and data accuracy. Before, teams used scattered emails and spreadsheets, causing confusion and lost details. With monday.com, Officeworks create...d clear workflows and dashboards. They replaced 635+ spreadsheets and cut over 10,000 emails. Teams now see all tasks and updates in one place. This made work faster and more organized.
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Grove Collaborative, a Certified B Corporation, uses Zendesk AI to boost operational efficiency. They implemented AI without developer support, enhancing service for over 1.2 million customers. The A...I helps with tasks like intelligent triage, reducing manual work. Grove also adopted Zendesk messaging, which cut chat volumes by over 80%, improving efficiency during staff reductions. They maintained a 95% customer satisfaction score.
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Grove Collaborative, a Certified B Corporation, uses Zendesk AI to boost operational efficiency. They implemented AI without developer support, enhancing service for over 1.2 million customers. The A...I helps with tasks like intelligent triage, reducing manual work. Grove also adopted Zendesk messaging, which cut chat volumes by over 80%, improving efficiency during staff reductions. They maintained a 95% customer satisfaction score.
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Nextiva helped Canyon Coolers, an e-commerce retailer, improve their customer experience. The solution included AI-powered tools, agent tooling, and analytics. Nextiva unified all customer interactio...ns into one platform. This made it easier for Canyon Coolers to manage customer journeys. The platform offered features like real-time dashboards and intelligent routing. These tools helped Canyon Coolers deliver better service to their customers.
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VeryConnect helped the Institute of Telecommunications Professionals (ITP) modernize their membership management. ITP faced manual processes for payments, mentoring, and member access. VeryConnect's ...platform automated payments and renewals, reducing admin work. Mentoring is now matched by an algorithm, making it easier for members. Members use a portal to access resources and events. Staff now focus more on member support and program development.
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A DG set vendor managed over 30,000 diesel generators at telecom sites across India. They struggled with outdated software and needed better asset tracking, cost control, and service quality. They us...ed Saleswah CRM to manage field service operations, including asset health, spares, and contract compliance. The CRM helped improve response times, SLA compliance, and stock visibility. The customer could now track asset history, prevent revenue loss, and pass quality audits.
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360 View helped Providence Bank and Trust improve their customer relationship management. The bank needed a better CRM system. They chose the 360 View growth platform. This led to increased profit an...d positive change. The platform gave them new profitability insights. The bank made real improvements using these insights.
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SK Finance Ltd had slow and manual loan disbursement processes. This caused long turnaround times and fewer loans given out. They started using Toolyt’s mobile CRM to fix these problems. The new syst...em made their work faster and easier. Their loan turnaround time dropped by 64.5%. They also saw an 86.1% increase in loan disbursements.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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JobNimbus helped Foothills Roofing and Exteriors grow from $0 to $2 million in one year. The company used JobNimbus to manage more work and boost efficiency. The owner said it would be impossible to ...handle that volume without JobNimbus. The platform made it easier to track jobs and grow the business fast.
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CRMNEXT helped Bank Danamon Indonesia move to a digital-first banking model. The bank needed a modern CRM platform, smarter digital journeys, and faster digital lending. CRMNEXT delivered a unified c...ustomer view and seamless integration across channels and branches. The solution reduced call types from 6000 to 526 and supported over 10,000 users in 1200+ branches. BDI now offers better customer experiences and real-time intelligence.
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Vtiger CRM helped Aurik, a business accelerator in Johannesburg, improve turnaround time and boost team performance. Aurik needed a simple tool to track progress and manage handovers for its 350 busi...ness clients. They chose Vtiger for its easy setup, project management, and strong case management with SLAs. Employees start their day with Vtiger, using its dashboard to track work. The system made it easy for Aurik to build a tool that fit their needs.
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Vtiger CRM helped Aurik, a business accelerator in Johannesburg, improve turnaround time and boost team performance. Aurik needed a simple tool to track progress and manage handovers for its 350 busi...ness clients. They chose Vtiger for its easy setup, project management, and strong case management with SLAs. Employees start their day with Vtiger, using its dashboard to track work. The system made it easy for Aurik to build a tool that fit their needs.
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SalezShark Connect+ helped 1HR Market, an HR services platform, solve campaign management problems. They replaced many tools with one platform, automating marketing and improving team collaboration. ...Campaign creation and execution became 35% more efficient. Campaign performance improved by 25%, with an 18% increase in engagement and a 22% rise in conversion rates. Team productivity rose by 15%, and client satisfaction increased by 27%.
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WORKetc CRM helped Performance HR cut project management admin time by up to 75%. This gave the Melbourne-based HR firm more time to help clients. The founder, Gillian Statham, wanted to focus on str...ategic HR services. With WORKetc CRM, her team grew and launched a new brand, Performance Recruit. The solution let them support clients at every business stage.
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Voyado helped Blutsgeschwister, a fashion brand, move from generic campaigns to advanced segmentation and personalized automation. The team used Voyado to target different customer journeys and manag...e marketing in-house. They saw a 69% increase in conversion rate, a 29% rise in email open rates, and a 60% boost in click-to-open rates. The average receipt value went up by 8.2%. The brand built loyalty through emotional connection, not discounts, using Voyado’s easy-to-use but powerful tools.
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Alore helped a fashion e-commerce company in Delhi reach 24,000 prospects with targeted messaging. They started 8,640 conversations and generated 112 qualified leads. The campaign cost $4,500 and cre...ated a pipeline value for the client. The process was handed over to the client after three months. The client wanted to quickly build a new distribution channel as lead generation from cold calls had slowed.
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Qymatix Predictive Sales Software helped a leading electrical wholesaler in Baden-Württemberg improve customer lifetime value. The company wanted to use AI to boost pricing, cross-selling, and reduce... customer churn. Qymatix enabled dynamic pricing and better sales recommendations. The wholesaler saved up to 0.5 million euros in pricing, gained 2.5 million euros in extra CLV, and retained about 5 million euros in revenue each year. Sales teams now get clear product suggestions for each customer.
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weclapp helped BoBoQ GmbH manage their wholesale bubble tea business in Germany. BoBoQ faced challenges with unorganized processes and slow information flow. They chose weclapp for its easy interface... and modular setup. The onboarding and data migration were smooth. With weclapp, BoBoQ improved IT integration, reduced data redundancy, and lowered return rates. They now save 6-20 hours of work and cut costs by 10-25%.
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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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Scratchpad helps G2i fill missing or outdated Salesforce fields using AI. G2i used Scratchpad to review sales calls and update fields like objections and methodology. This saved over 6,000 selling ho...urs a year and improved Salesforce field completion to over 80%. G2i also saw 90%+ MEDDPICC adoption and a 70%+ AI suggestion acceptance rate. The sales team trusts the updates and saves hours of admin work.
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Precursive Customer Workspace helped Patsnap increase productivity by 30%. Patsnap used the platform to get ahead of project requirements and improve collaboration. The solution allowed their team to... share project updates and documents in real time. This led to faster onboarding and better visibility for customers. Patsnap's professional services team saw less time spent on manual updates and more efficient project delivery.
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Oorwin's AI-Powered Talent CRM helped a staffing and technology consulting firm speed up client onboarding. The firm faced issues with scattered data, lack of follow-ups, and no record of client conv...ersations. Oorwin provided a central place for contacts, documents, and all client interactions. The solution automated lead management and gave insights into companies and contacts. As a result, the firm saw a 74% decrease in time taken to onboard new clients.
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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-ho...use team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
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Google Workspace helped THAIPCSUPPORT move their work to the cloud. AquaOrange Software managed the migration and setup. The solution made it easier for the team to work together. The company now use...s Google Workspace for daily tasks. The change improved how the team works and shares files.
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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 moto...rcycle 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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Sage HR helped Ambassador Cruise Line manage HR as their team grew. Before Sage HR, HR tasks like shift scheduling and reporting took a lot of time and were done by hand. With Sage HR, shift scheduli...ng now takes minutes instead of a full day. Sickness reporting is now immediate. The system gives a single source of truth for HR data and strong data protection. Staff and managers find it easy to use and customer support is excellent.
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Atria Senior Living’s El Camino Gardens, led by Natasha Georges, won the Q Award for high-quality resident care. They used Aline Quality, a mobile quality management solution, to conduct thorough ass...essments and ensure compliance with standards. Georges implemented action plans to address issues, focusing on critical factors like timely assessments. Weekly meetings and mock audits helped maintain compliance. The Q Award now helps them build trust with prospects and differentiate from competitors.
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Track helped Brett/Robinson Vacations cut operational costs by over 40%. The company needed a flexible property management system with strong API connections and rate management. Track provided custo...mizable tools, API integrations, and call center features. Brett/Robinson used Track for rate optimization, direct sales, and digital marketing. The solution improved efficiency and guest experiences across 1800 properties.
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SevenRooms helped Al Aseel manage bookings across ten venues in Sydney. The platform reduced manual work and improved shift control. Al Aseel used prepayments and flexible booking to cut no-shows and... boost revenue. In one year, revenue grew by 116%. Prepayment revenue increased by 166%. Staff now spend less time on floor plans and more time with guests.
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Booking Ninjas helped International Student House of Washington, DC (ISH) manage complex housing operations for 100 residents from over 70 countries. ISH needed to automate bookings, billing, and com...munications. Booking Ninjas provided an automated property management system with a resident portal, custom billing, and multi-channel communication tools. Staff workload dropped, onboarding was smooth, and resident experience improved. ISH now uses data analytics for better planning and can focus more on building community.
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Darcoid Rubber Co., a distributor of custom-engineered sealing solutions, faced challenges in predicting inventory needs and visualizing key performance indicators. They used White Cup BI, a cloud bu...siness intelligence software, to improve data visualization and decision-making. The transition to White Cup BI enhanced charting functionality, reporting speed, and operational efficiency. Predictive sales forecasting with White Cup BI has shown promising accuracy, aiding in better financial planning and resource allocation.
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Apptivo CRM Software helped Descon Engineering Limited improve its bidding process. Descon used to rely on spreadsheets, which made it hard to track bids and manage sales data. Apptivo integrated wit...h Office 365 and provided tools like the Customers App, Contacts App, and Opportunities App. This let Descon automate forms, track sales forecasts, and organize bids better. The company saw better productivity, improved conversion rates, and more accurate bidding. Descon now plans to use Apptivo in other group companies.
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Axelor ERP helped Thyssenkrupp Materials France (TKMF) improve production management. TKMF needed a fast, low-cost solution to restructure management processes without stopping production. Axelor ERP... was deployed in six months, much faster than the industry average. The system enabled real-time stock monitoring, faster quotations, and better production flow management. TKMF now benefits from connected tools and greater flexibility with Axelor’s Low Code technology.
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Azure helped FRÄNKISCHE Industrial Pipes set up a central traceability system. The company needed to track every part from raw material to delivery. They wanted better transparency and higher product... quality. Azure connected production, quality, and master data in real time. This improved quality control and made processes more efficient. The new system increased trust in the supply chain.
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Pipeliner CRM helped Headworks International improve sales process management. The company switched from Salesforce due to ease of use and better data visibility. Pipeliner's visual tools made it eas...ier to target key opportunities and manage long sales cycles. Reporting and filtering features saved time and improved forecasting. Headworks implemented the system in under three months, much faster than previous CRM rollouts.
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Sugar Sell helped Creative Foam automate sales and connect ERP, IHS, and CRM systems. Before, they struggled with Excel and lacked real-time data. After using Sugar Sell, they tracked quotes and oppo...rtunities in one place. Their pipeline grew by 42%. They exceeded their annual sales goal by 44%. The platform enabled data-driven decisions and improved hit rates.
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Workbooks CRM helped Industrial Inkjet improve clarity and save money. The company switched from their old CRM to Workbooks for better support and lower costs. They found the system easy to use. The ...support team stood out for their quick help. Industrial Inkjet now works more efficiently with Workbooks CRM.
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BluSky Products Group had trouble managing inventory and customer data. They used many Excel spreadsheets and manual processes. This made it slow to check stock and quote prices. Tall Emu CRM helped ...them bring all their data into one system. They could now see customer buying history and manage stock better. The team could quote faster and work more efficiently.
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Barantum helped PT Dharma Guna Wibawa manage employees and reach customers in remote areas. PT DGW faced problems with data access and exporting, which hurt their business. Barantum's mobile-friendly... CRM system let staff access and export data in 1-2 minutes, anywhere. The system is easy to use and supports real-time reporting. Staff productivity increased after switching to Barantum. Barantum also provides 24-hour support for any issues.
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KulaHub helped Reveal Doors and Windows organize customer data and manage sales leads. Reveal moved from spreadsheets to KulaHub’s CRM, making data management easier and reducing errors. The new syst...em connects email marketing, lead generation, and project tracking in one place. Reveal now has better visibility of sales and marketing activities with dashboards. Staff received training and ongoing support, making business processes more efficient and secure.
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FiveCRM helped Senior Response scale its telemarketing operations for over 20 years. Senior Response needed a CRM that was easy for older agents to use, could scale with growth, and allowed in-house ...changes. FiveCRM provided a flexible, customizable platform with API integration and strong data security. The platform enabled quick campaign setup, easy user management, and direct support for client needs. Senior Response credits FiveCRM for helping win new business and supporting ongoing growth.
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MarketSharp helped Crawl Space Ninja track leads and automate follow-ups. Before using MarketSharp, they lost sales due to poor lead tracking. With MarketSharp, they set up automated processes for sa...les and follow-ups. This improved sales tracking and communication. As a result, Crawl Space Ninja had their best month ever, closing over half a million dollars in sales.
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Auro CRM built a timesheet plugin for a leading electrical and lighting solutions provider in the UAE. The company needed to sync user, project, and task data between their ERP (SAP) and CRM, and to ...track billable hours. The solution included custom fields, APIs, and a timesheet plugin for accurate time entry and billing. Integration with HR and ERP systems improved project allocation and timesheet management. The company saw better productivity, accurate billable hour capture, and improved analytics.
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geoquotes helped Craftsman Concrete Floors fix their sales workflow. Before, they wasted time copying data between their CRM and monday.com. With geoquotes and expert support from eligeo, they cut th...eir quoting templates by over 50%. Sales efficiency improved by 50% in four months. The team now sends more quotes each day and saves at least an hour daily. Labor costs dropped and productivity went up.
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Quickbase helped Balfour Beatty solve asset tracking problems on a nuclear reactor project. The company used outdated paper processes and faced data fragmentation. NDC introduced Quickbase’s Dynamic ...Work Management platform and an Asset Tag Solution with QR codes. This made asset tracking and compliance easier. Balfour Beatty saved up to £20,000 per day and improved incident reporting times. Audit time was reduced by 60% for NDC.
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Pipeline CRM helped Bay Area Underpinning increase sales by 15–20%. The company used the CRM to organize client information and documents. The dashboard feature gave quick access to important data. T...eam members used the software for scheduling, tracking, and reporting. Custom fields made the CRM fit their unique business needs. The leaderboard feature encouraged the team to reach sales goals.
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Prophet CRM helped Alston Construction fix sales and client relations problems. Rapid growth caused disorganization and poor communication. Alston chose Prophet CRM for its flexibility and Outlook in...tegration. The team worked with Avidian to customize the CRM for tracking customer and opportunity data. Prophet CRM data now powers Alston's Sales IOR report, helping leaders make better decisions. The CRM also improved accountability across the company.
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Builder Prime helped Bath Fitter Tampa Bay fix their broken job tracking and customer management. The team used to miss follow-ups and got bad reviews. Builder Prime gave them one place to see every ...customer’s journey. The team now follows up on time and keeps customers happy. Bad reviews dropped to almost zero. Staff found the new system easy to use and now work more efficiently.
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Microsoft Power BI helped a large U.S. electrical contractor improve field workforce projections. The company struggled with slow, inaccurate Excel and SQL tools that could not combine data from ERP ...and CRM systems. Onware built a new Power BI solution that connects data in near real time and uses NECA models for better forecasting. The new tool gives up-to-date dashboards, detailed breakdowns, and flexible scenario modeling. This improved planning, data integration, and decision-making for the contractor.
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MCS-rm helped Baldwins Crane Rental Ltd move from manual, paper-based processes to automated rental management. The company linked Sage 50 Accounts to MCS-rm for better credit control and faster invo...ice processing. Staff quickly learned the new system, which reduced errors and saved time. All customer information is now in one place, improving service. Baldwins saw increased efficiency and better control over contracts and finances.
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Swinerton is a large commercial construction firm. They struggled with using two separate systems, Salesforce and CMiC, which caused data problems and low user adoption. They needed a single solution... to manage business relationships and improve data quality. Swinerton chose Unanet CRM by Cosential because it is made for AEC businesses and offers better integration and transparency. Now, Swinerton can manage contacts, proposals, and projects more easily in one place.
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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 c...ustomer 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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ATOLLON helped MALCOM manage sales and service for agricultural and municipal equipment. MALCOM needed a system to handle sales, service, and workflow. ATOLLON integrated with ABRA Flexi for accounti...ng and inventory. The solution gave MALCOM one program for all business, sales, and service records. Staff can track orders, service, and customer data in real time. Customers benefit from transparent service records and fast responses.
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BenchmarkONE helped Alabama Sawyer, a small woodworking and furniture business, replace HubSpot with a simpler, more affordable CRM and email marketing tool. Leigh, the head of operations, needed a s...olution that saved time and fit her budget. BenchmarkONE made it easy to follow up on leads, automate sales tasks, and send targeted email campaigns. Website traffic and sales increased, and Leigh made three wholesale sales from a campaign she would not have sent without BenchmarkONE. The tool's integrations with Shopify and Xero also made business operations easier.
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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 telema...rketers, 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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Joyweek needed a better way to manage their sales and service processes. Their old system was not a good fit and made updates difficult. They chose SuperOffice to create a cloud solution that holds a...ll customer, agreement, and machine information. The new system supports their sales and service teams and connects with other business tools. Staff can now handle cases faster, save time, and provide better customer service.
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Wingmate helped Doritex boost lead generation from their frontline routes. Doritex used the Wingmate Lead Generator and Simple CRM to let drivers send sales intel directly to the sales team. The prog...ram rewarded frontline staff for sharing leads, increasing engagement and transparency. Sales Pipeline Managers tracked and converted these leads. Doritex saw a high ROI, better communication, and a simpler sales process. Mike C., district manager at Doritex, praised Wingmate for its ease of use and user-friendly platform.
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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 A...tlanta. Their 'All Lines In' strategy combines SEO, SEM, social media retargeting, and email to boost property demand. They focus on branding and storytelling to set BTR communities apart from traditional rentals. This approach helps BTR builders and developers control their brand and reach more renters.
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Teamwork.com helped Invanity, a UK digital marketing agency, modernize project and resource management. The agency replaced a legacy tool with Teamwork.com to improve efficiency and profitability. In...vanity saw a 50% decrease in time spent building project plans and 80% less time on weekly workload management. They also delivered 20% more projects on time. Teamwork.com became the operational backbone for tracking profitability and utilization.
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Vendasta helped an agency achieve 177% growth. The agency used Vendasta's AI-powered marketing platform. They attracted, converted, and engaged more customers. The platform offered tools for lead cap...ture, reputation management, social marketing, and CRM. The agency scaled its business and improved client results. This led to significant business growth.
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Upsales helped Visual Art grow into 32 countries over 10 years. Visual Art used Upsales to improve their sales team and find new customers in new markets. The company reached over 200 million in reve...nues. Upsales Insights let them track performance and KPIs in every country. Visual Art plans to keep expanding and aims for an IPO.
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NetHunt CRM helped Recom, a B2B lead generation agency, grow their client base by five times. Recom used NetHunt CRM to automate email sequences, centralize data, and streamline onboarding for new bu...siness developers. The CRM saved each employee two hours per week and delivered 20-25 more high-quality leads per month. Recom found it easy to duplicate workflows and pipelines for each client, improving efficiency and reporting. NetHunt CRM's integration with Gmail and automation features were key to Recom's success.
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FLG helped Sales Fuel, a performance marketing agency, grow fast after joining in March 2021. Sales Fuel used FLG's CRM and automation tools to manage leads and book sales appointments. The team brok...e 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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Leap Event Technology helped the Kansas City Chiefs improve their marketing and CRM operations. The Chiefs used Leap to centralize their CRM data and automate lead management. This made it easier for... sales and fan development teams to track and follow up with fans. Leap also managed digital ad campaigns across platforms like Meta and Google Ads, running about 65 campaigns in 2024. The Chiefs saw a big increase in conversions and return on ad spend after using Leap's solutions.
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FC Bayern faced challenges with time-consuming and manual HR processes. They used SAP SuccessFactors HCM to transition their HR processes to the cloud, optimizing functions like employee self-service...s and recruiting. This allowed employees to access data securely and streamline tasks. Additionally, SAP Sports One helped in managing player health and performance. The introduction of SAP Customer Checkout improved the fan experience at Allianz Arena by enabling mobile orders. FC Bayern also consolidated fan data from 52 systems to enhance marketing campaigns.
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PRxCloud helped a leading pharmaceutical company in Maharashtra. The company had 50+ medical representatives who struggled with manual reporting and planning. PRxCloud automated their workflow, allow...ing real-time daily reports and online master lists. Managers could track targets and achievements in real time. The company increased sales by 50% after using PRxCloud.
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Vaccitech, a spin-out from the University of Oxford, needed a secure way to share sensitive information with investors for their Series A fundraising. They chose SmartRoom's Virtual Data Room to host... due diligence. SmartRoom quickly transferred Vaccitech's data from the cloud and customized the room for security and branding. This included restricting document access and adding watermarks. The platform allowed Vaccitech to track investor activity, aiding in negotiations. As a result, Vaccitech secured £20m in Series A funding.
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Omnipresence CRM helped Chinese Pharma solve integration and compliance challenges. The company needed a unified system for healthcare professionals, retail sales, and events. Omnipresence CRM deploy...ed to over 5,500 users in China. The solution improved decision making, customer engagement, and go-to-market execution. It ensured compliance with Chinese Data Residency and PIPL laws. The company reduced costs and eliminated legacy systems, accelerating digital transformation.
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Pega helped AbbVie automate clinical and R&D workflows. AbbVie needed a more flexible system than their old in-house request management tool. They partnered with Pega and Accenture to build a reusabl...e, flexible request platform. The new solution works across multiple research areas. This lets scientists focus on their mission and improves how experiment requests are managed.
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ADCHEM used an integrated system to manage business processes and improve communication with suppliers and customers. The company operates in niche markets and needed better data and information cont...rol. ADCHEM distributes innovative ingredients for pharmaceutical, food, and cosmetics industries. The solution helped ADCHEM enhance flexibility and quality for its customers. ADCHEM now serves over 500 customers in more than 20 countries.
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Novatek International delivered a digital solution for Sanofi Genzyme's Lyon manufacturing site. The software improved contamination control and data integrity. It automated trend analysis and reduce...d workloads. The project finished in 12 weeks. The number of samples, protocols, and specifications created increased. The QC department successfully moved to digital operations.
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JunariCRM+ helped Franklins Fire and Safety Ltd fix slow and manual reporting. Before, the team spent days making management reports. Now, with JunariCRM+, reports take just 10 minutes each week. The... system is tailored to their needs and easy to use. The support team is quick and proactive. This change lets the team focus on business growth instead of paperwork.
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BioSystems Diagnostics Pvt. Ltd is a health care equipment manufacturer with 5000+ clients in India. They needed a way to manage customer issues and track 150+ service engineers. RSoft created a cust...om software solution for them in about a month. The new system automated ticket handling and improved communication with customers. Now, issues are addressed on time and service engineers can request spares and get feedback easily. The company can track service activities and customer satisfaction has improved.
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Mekari Talenta and Mekari Jurnal helped KLAR Smile, an aesthetic dental technology company, improve business efficiency. KLAR faced challenges managing operations across offices in Jakarta and Yogyak...arta. By using Mekari's HR and accounting software, KLAR achieved 100% digitalization and over 30% improvement in inter-division performance. Operational speed also doubled. These results helped KLAR streamline their business and support their growth in Indonesia.
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Teamgate Sales CRM helped Animacel d.o.o., a Slovenian veterinary technology startup, manage their sales pipeline and set clear sales goals. The CRM made it easy to track leads, analyze customer data..., and automate daily sales tasks. Animacel saw a 10-20% reduction in average deal closing time. The company praised Teamgate for its professional support and user-friendly features. Animacel now recommends Teamgate to other startups looking to improve their sales process.
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Thryv helped Paternity Testing Solutions build a digital foundation. The business owner replaced scattered paperwork with Thryv's CRM and client management tools. He launched a professional website a...nd used social media management to boost credibility. Thryv's platform doubled his revenue and filled his calendar. Courts and legal professionals now trust his streamlined process.
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C2CRM helped Aiphone, a provider of intercom technology, overcome challenges from the economic downturn. The sales and support teams use C2CRM to track customer activity and spot market trends. C2CRM... replaced a failed $500,000 CRM project, with installation completed in just 32 hours for under $70,000. The system improved productivity, reduced training time, and cut operating costs. Many processes are now paperless, saving time and money.
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Wealthbox CRM helped Greg Brown, a financial advisor, improve his workflow. Greg used Wealthbox's automated workflow feature. He found the CRM easy to use and liked its design. Greg shared feedback t...hat helped shape new features. He experienced a "Zen technology moment" with Wealthbox CRM.
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PipeRun CRM helped Fix Pay, a fintech in Fortaleza, improve its sales process. The old CRM was inflexible and hard for field sales teams to use. PipeRun gave Fix Pay more control, better data central...ization, and easy customization. The team quickly saw positive results and better adoption. Integration with Power BI and mobile features made sales tracking and lead management easier. Fix Pay reduced customer service time and improved the sales journey.
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Practifi helped Apollon Wealth Management improve client service by streamlining operations. Apollon faced challenges with disconnected systems and inefficient processes. Practifi provided a unified ...CRM that centralized client data and integrated with existing tools. The new platform reduced administrative work for advisors. This allowed them to focus more on personalized financial guidance for clients.
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NexJ CRM helped a leading financial institution replace its old Oracle Siebel system. The company wanted better tools for managing client relationships. NexJ CRM provided a modern solution for their ...needs. The report highlights the advantages gained after switching. The institution improved its operations with NexJ CRM.
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Mercedes Finance IT wanted to improve how they worked with customers. They chose CRM-UK because they trusted the team. CRM-UK installed the CRM system with little fuss or disturbance. The new system ...changed how Mercedes Finance IT deals with customers. Their customers are now happier with the improved service.
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Salesforce Financial Services Cloud helped a US fintech firm solve CRM challenges. The company unified sales, service, and management teams on one platform. They migrated over 20 million records to S...alesforce. This reduced costs and increased ROI. User adoption grew by 86%. Customer satisfaction and agent efficiency improved.
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Salesforce Financial Services Cloud helped a US fintech firm solve CRM challenges. The company unified sales, service, and management teams on one platform. They migrated over 20 million records to S...alesforce. This reduced costs and increased ROI. User adoption grew by 86%. Customer satisfaction and agent efficiency improved.
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Altvia’s CRM helped Monument Group, a global placement agent, unify investor workflows and scale fundraising. The platform provided a single source of truth across four offices, improving coordinatio...n and transparency. Monument Group saved time on reporting and gained real-time LP visibility. The CRM enabled dynamic, on-demand reporting and supported firmwide consistency as the company expanded services. Monument Group has relied on Altvia for over a decade to drive operational efficiency and growth.
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OptifiNow TPO helped Oaktree Funding boost account executive productivity. Oaktree needed a custom CRM for their direct-to-broker wholesale lending. OptifiNow TPO provided a tailored CRM with integra...ted call center tools and a scenario ticketing module. This let reps give loan quotes in under two minutes and automate account distribution. Oaktree saw more broker engagement, higher loan submissions, fewer idle accounts, and a 40% increase in sales team size.
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Doxim helped Worldsource Securities improve advisor productivity. The solution also enhanced client service. Doxim provides customer communications management and engagement technology. The focus is ...on regulated markets like financial services. The case highlights better efficiency and customer experience.
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FranConnect helped Firehouse Subs cut its sales cycle by nearly 50%. The platform lets them manage hundreds of franchise leads each month. It streamlines new restaurant openings with checklists and r...eal-time updates. Electronic document delivery speeds up franchise awards. FranConnect keeps franchisee information organized and tasks on track. Staff, area reps, and franchisees all use one system to stay connected and efficient.
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Aldarest OÜ, an Estonian company, develops car parts search systems. They used Nextcloud before discovering ONLYOFFICE Workspace. ONLYOFFICE offers document editors, mail, and chat, which met their n...eeds. They found the ability to connect multiple email addresses to one account useful. Collaborative editing and secure data storage with two-factor authentication were also beneficial. ONLYOFFICE saved them time and money on document handling. They recommend it to clients and entrepreneurs.
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CREST-ERP helped Aldica Technologies improve production planning and inventory management. Before, Aldica tracked inventory and production with manual processes and excel, leading to errors and downt...ime. With CREST, Aldica automated production plans, die management, and sub-contracting. This improved machine efficiency, reduced downtime, and made costing more accurate. The new system also cut errors in quality control and made it easier to track finished goods and die usage.
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Livespace CRM helped Auto Partner Garcarek, a Mercedes-Benz dealer, cut response time to new leads by 90%. The sales team improved customer service and increased conversion rates, especially among ne...w salespeople. The CRM made it easier to track sales opportunities in a complex, multi-step process. Garcarek also saved time onboarding new sales staff. Livespace enabled better lead management and higher sales efficiency.
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Reputation Studio helped Les Schwab manage online reviews across nearly 500 tire centers. Before, the team took 4 minutes to respond to each review and managed 150 reviews daily using manual processe...s. With Reputation Studio integrated into Salesforce, reviews from Google, Yelp, and Facebook were pulled in real-time, prioritized, and responded to directly from dashboards. The average review response time dropped to under 60 seconds in the first week, and later to 30 seconds. The response rate increased from 50% to 99%, and efficiency improved by 92%.
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LeadNeuron™ by Rhetorik helped a leading US cloud-based cybersecurity provider find 10x more qualified leads. The customer wanted to reach tech personas in North America and EMEA with the right skill...s and knowledge. Previous suppliers could not deliver accurate contacts at a good cost. LeadNeuron™ used AI and skills-based targeting to deliver better, customized leads. The customer saw a 10x increase in qualified leads.
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Kommo’s CRM for event planners helped B_Entertained DJs and More speed up their response rate by 50%. The company organizes weddings, corporate parties, and community events. They used features like ...Digital Pipeline, RingCentral, amoFORMS, Instagram, Facebook Messenger, Facebook Lead Ads, and Email Parser. Kommo’s Advanced plan supported their team in managing leads and client communication. The result was faster replies and better service for their clients.
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InStreamCRM helps Planners Polska Sp. z o.o manage customer relationships and sales processes. The company uses InStreamCRM to monitor communication and respond quickly to customer needs. Key feature...s like content sharing, mailbox integration, and process management support their daily work. The CRM system fits their needs and helps with customer acquisition, relationship building, and project realization. Planners Polska values how InStreamCRM supports their business in the event organization industry.
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Ponte Vedra Plastic Surgery offers cosmetic and reconstructive treatments in Northeast Florida. Their team includes surgical and nonsurgical providers and support staff. The case study highlights the...ir practice profile. No specific challenge, solution, or results are described in the content.
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Soleran ICM helps Hurley Medical Center manage compliance and facility operations. The platform offers work order management, asset maintenance scheduling, risk scoring, and permit management. It str...eamlines physical environment tours and incident tracking. Hurley Medical Center uses Soleran to reduce data entry and lower operating costs. The solution increases efficiency for hospital staff.
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