CRM CASE STUDIES

Read how various industries are applying CRM Technology to their benefit.

In today's increasingly competitive business landscape, more and more vendors are recognizing the need for customized Customer Relationship Management (CRM) software solutions. These tailored CRM solutions cater to specific vertical markets, addressing the unique challenges and requirements of various industries. By developing CRM systems that are specifically designed for particular sectors, vendors can provide businesses with a more targeted and effective tool to manage their customer relationships.

It is worth noting that the customers featured in these case studies are real businesses that have implemented the vendor's CRM software. While the studies may present a positive perspective, it is possible to contact these customers directly to verify their experience and gain a more accurate understanding of the benefits and challenges they encountered while using the customized CRM solution.

Accounts/Accounting

  • Zigger Web Design – Find out what Hywell Thomas of Zigger Web Design says about integrating QuickBooks with Capsule CRM. Read More
  • Redmond Accounting Inc – See what this virtual boutique accounting firm whose service delivery is centred solely on QuickBooks Online and its eco-system of apps says about Aero Workflow. Read More
  • HollyNorth Production Supplies optimized its accounting and inventory management using QuickBooks Enterprise, enhancing efficiency and growth. Read More

Affiliate Management

  • Leverage Media – Leverage Media is the owner of an in-house-developed Android application for blocking spam messages with a built-in VPN. See how they used VoluumRead More
  • Draftfury – Find out what this CTO has to say about their experience with Post Affiliate Pro, an Affiliate Management software system. Read More

Agencies

  • todo.vu transformed Redline Company’s operations with real-time communication, centralized task management, and actionable insights—helping a leading Spanish marketing agency tackle inefficiencies and focus on creative excellence.  Read More
  • PHA Media – Discover how OnePageCRM revolutionized PHA Media’s sales operations, empowering them to excel in the competitive realm of public relations. Read More 
  • Evoluted – Find out how Evoluted, an award-winning digital agency based in Sheffield and specializing in digital design, web development & digital marketing uses Capsule CRM. Read More
  • Sookio – Learn how Sookio, an award-winning digital agency, based in Cambridge, UK, discovered Capsule CRM Read More
  • Melting Pot Creations Capsule CRM transforms Melting Pot Creations business, boosting efficiency, cutting admin time by 50%, and driving remarkable growth. Read More

Automotive Industry

  • Motors Northwest leverages DealerSocket’s Inventory+ to enhance vehicle marketing, maximize profits, and maintain high-value sales. See why JT Curry chose DealerSocket over competitors for retail success. Read More
  • Qparts 24 transformed customer service and boosted productivity with eDesk, achieving faster response times, improved reviews, and enhanced team efficiency in the competitive auto parts industry. Read More
  • CarParts.com transformed its customer service with EngageBay CRM, achieving a 10.2% reduction in response times. Discover how integrating messaging channels and advanced tools enhanced efficiency and customer satisfaction. Read More

Beauty, & Wellness

  • Art of Skin Care transformed their customer service efficiency with EngageBay, increasing live chat interactions from 1 to 80 weekly. Read More
  • Sea Sand Sun Studio boosted efficiency and customer satisfaction by implementing Salonist CRM, a powerful salon & spa software that streamlined operations and transformed their beauty business in Thailand. Read More
  • The European Institute of Esthetics (EIE Training Centre) training center raised student scores by 15% and delivered top-tier learning for beauty professionals worldwide, using LearnWorlds. Read More

Brand Management

  • Explore how Capsule CRM empowers F8 Creates to adopt a proactive stance in cultivating stronger customer relationships. Read More
  • Mermaid Vodka increases sales calls by 75% with OnePageCRM and makes its mark in the alcoholic beverage market. Read More
  • Red Circle Network – “Hop on on App, not a plane”  says Glyn MacLean, Managing Director, Find out how Capsule CRM has helped Red Circle Network. Read More

Business Advisory

  • Eufonie provides a range of outsourcing options, such as managing customer relations, moderating content, data handling, and call center operations. Find out how Time Doctor has assisted them. Read More

Coaching - Business, Physical & Life Skills

  • Tiffany Uman transformed her career coaching business into a 7-figure success by leveraging Kit’s newsletter tools and personalized funnels. Read More
  • LexGetFit transformed its fitness business with Omnify’s software, enhancing client experience and streamlining operations for both virtual and in-person classes, even during challenging times. Read More
  • Daphnee Lagredelle harnessed ConvertKit to drive over $100,000 in revenue. Discover her strategies for empowering women and transforming her coaching business through effective digital tools. Read More
  • Discover how Fernando Valencia of Unblinded Mastery uses LearnWorlds to empower individuals through integrity-based human influence and personal transformation. Read More

Construction

  • Hatzel & Buehler transformed their bidding process with TopBuilder, achieving a 28% increase in bid win rate and enhancing efficiency, estimator satisfaction, and overall business performance.. Read More
  • Falkbuilt –  An interior construction company based in Calgary, Alberta. They went from 0 to $1.3 million in interior construction project revenue in under a year using monday.com Read More

Consultants

  • Redline Company enhanced team collaboration, centralized information, and streamlined workflows using todo.vu—delivering exceptional marketing results with improved productivity and time tracking for office-based and remote staff alike.  Read More
  • Martin Gamble sought a platform for professional services firms and chose Accelo. Despite initial challenges, Gamcorp implemented a smart, structured system that improved client relationship management and efficiency. Read More

Design/Designers & Creative Design

  • IN Business Ninjas – IN Business Ninjas: Slashing Costs, Boosting Profits – How EngageBay Made It Happen!  Read Moore
  • Explore how Capsule CRM empowers F8 Creates to adopt a proactive stance in cultivating stronger customer relationships. Read More
  • Shoot You Video Productions increases sales by 30% and are 2 X times more organized using OnePageCRM. Read More
  • Sport Scope – Sport Scope designs and manufactures endzone camera systems, sideline replay systems, and pressbox tripod systems for athletic programs of all sizes. Find out how OnePageCRM helped them increase profits. Read More

Digital Marketing

  • Success Local – Find out more about growing a successful Digital Marketing Agency with OnePageCRM. Read More
  • IN Business Ninjas – IN Business Ninjas: Slashing Costs, Boosting Profits – How EngageBay Made It Happen!  Read Moore
  • Seer Interactive – Learn how Seer Interactive saves1.6 hrs per person per week with monday.com Read More
  • eMarketer –  eMarketer is a subscription-based market research company that provides insights and trends related to digital marketing, media, and commerce.. See how they use monday.com. Read More
  • Genpact – Learn how Genpact’s global marketing department improved cross-team collaboration by 40% using monday.com.  Read More

eCommerce

  • Japan Crate, a global eCommerce subscription service delivering Japanese snacks, improved customer satisfaction and support efficiency by integrating Gorgias and Siena AI, reducing response times by 98% and automating 41% of inquiries. Read More
  • Princess Polly revamped their eCommerce customer support, streamlining workflows and automating tasks with EngageBay, resulting in an 80% improvement in resolution rate and faster response times. Read More
  • Qparts 24 enhanced its e-commerce operations with eDesk, improving response times, increasing positive reviews, and driving team productivity in the fast-paced online auto parts market. Read More
  • Revolutionizing Customer Engagement: EngageBay CRM Transforms Puppy Dogs & Ice Cream Online Bookstore. Read More
  • eMarketer –  eMarketer is a subscription-based market research company that provides insights and trends related to digital marketing, media, and commerce.. See how they use monday.com Read More

Education

  • Discover how the Stockholm School of Economics increased leads by 20% through a customized CRM, streamlining their admissions process and boosting international student engagement for top-tier applicants.   Read More
  • Toiora NZ empowers New Zealand’s high-risk youth, offering them a career path through an online portal with personalized profiles and rewards. They use Nethunt. Read More
  • A+ Test Prep and Tutoring’s Transformation: How EngageBay Streamlined Operations and Cut Costs. Read More

Engineering

Event Management

  • From scattered data to a 40% sales boost! 📈 Ex Ordo’s success story with @OnePageCRM showcases the power of streamlined sales processes. Read More …
  • ProductTank – Jase Clamp, the coordinator of Asia Pacific ProductTanks, opted for NetHunt CRM for two reasons. Firstly, because it allowed him and his team to operate outside the usual boundaries of a CRM system. Read More …
  • MOTM Events – One of the most experienced event management companies in Ireland, they expertly plan and manage events for some of the world’s leading brands. Read More
  • WeddingDates – Find out what this vibrant Events Management and software company has to say about OnePageCRM. Read More
  • Caviar & Chips – Caviar & Chips is an award-winning, bespoke catering company. Catering for weddings and events all over the UK – making event planning simple. Read More

Financial Services

  • Moneytree – Learn how monday.com became the solution for more than 25 core processes at Moneytree. Read More
  • YFM – Discover how YFM Equity Partners implemented Capsule CRM and  kick-started their Capsule CRM journey – Read More
  • iPlan – iPlan is a financial consultancy firm based in Kyiv, Ukraine. Despite only registering as a company in 2017, their small team holds over 30 years of experience. See how NetHunt helped. Read More
  • District Capital Management – How financial planner Alvin Carlos is succeeding with Less Annoying CRM Read More
  • Expensify – Founded in 2008, Expensify is a San Francisco-based financial services company that provides an online expense management service for customers worldwide. Read More
  • Gen Y Planning – How financial planner Sophia Bera is succeeding with Less Annoying CRM Read More

Franchises

  1. K9 Resorts –  Improves efficiencies with FranConnect. This award-winning pet care facility founded in 2005 by brothers Steven and Jason Parker. K9 Resorts began franchising in January 2011. Read More

Freelancers & Other Creatives

  • OneThreeOneFour thrives with NetHunt CRM, the backbone of their success, promoting operational excellence, growth, collaboration, and client satisfaction. Read More 
  • Jessica Abel  – Elevate creativity with ConvertKit, ideal for freelancers and creatives, cultivating audiences to turn passion into careers. Read More 
  • Melting Pot Creations Capsule CRM transforms Melting Pot Creations business, boosting efficiency, cutting admin time by 50%, and driving remarkable growth. Read More
  • Gloria Atanmo – See how a freelance travel blogger uses ConvertKit to promote her business. Read More

Gaming/Gambling Industry

  • Draftfury – Find out what this CTO has to say about their  experience with Post Affiliate Pro, an Affiliate Management software system –  Read More
  • Playtech – Learn how Playtech’s PMO department saves 3 hrs/person per week using monday.com – Read More

Hobbyists

  • Discover how Lee Carseldine and James Jones revolutionized drone training with Droneit, using LearnWorlds for comprehensive online education. Read More

Health/Medical

  • Enhancing Operational Efficiency and Collaboration in Healthcare: A Case Study on How Mid Yorkshire NHS Trust Utilizes monday.com  Read More

IT Industry

  • Freshsales has been selected by Effective Solutions to oversee and improve its sales performance. Read More

  • TTI Wireless – An IT company, makes a bold switch and finds good data is easy to come by with Zendesk Sell. Read More

Legal

  • Slingbaum Law cut case completion time by 25% using PracticePanther’s automation. Learn how streamlined workflows and enhanced client communication transformed their practice, boosting efficiency and collaboration. Read More
  • Howard Kennedy, a leading law firm, leveraged monday.com to align teams, streamline strategy execution, and drive growth with agile management and innovative digital solutions. Read More

 

Manufacturing

  • Zippo Manufacturing transformed its operations, achieving an 8x ROI by leveraging monday.com Work OS to streamline project management and boost productivity. Read More
  • Discover how Powerglide saved 60 hours a month and improved efficiency with NetHunt CRM, streamlining processes and boosting sales pipeline visibility. Read More …
  • Mabel’s Labels transforms with tech, boosting support and empowering customers. Efficient, personalized waterproof labels for kids showcase tech’s positive impact on excellence and satisfaction. Read More
  • Sport Scope – Sport Scope designs and manufactures endzone camera systems, sideline replay systems, and pressbox tripod systems for athletic programs of all sizes. Find out how OnePageCRM helped them increase profits. Read More
  • Speck Design – Empowers Its Sales Force by Implementing CRM Software. Read More

Materials Distributors

  • Ciscoe Eagle – See a Case Study of how a Materials Distribution Company used CRM to reduce expenses but increase revenue. Read More

Media & Entertainment

  • Shoot You Video Productions increases sales by 30% and are 2 X times more organized using OnePageCRM.  Read More

Newspaper & Publishing Industry

  • Unveiling the Chapters: O’Leary Publishing’s Thrilling Odyssey with Capsule CRM! Find out more about Capsule’s Impact on O’Leary Publishing’s Path to Efficiency and Growth. Read More …
  • eMarketer –  eMarketer is a subscription-based market research company that provides insights and trends related to digital marketing, media, and commerce.. See how they use monday.com. Read More
  • MakeItQuick is an additive manufacturing service bureau located in Newcastle upon Tyne, United Kingdom.  See how they use DigiFabster Read More 

NGOs, NPOs & Charities

  • The Argentine Red Cross – See what this NGO has to say about monday.com and how successfully they were able to use the CRM. Read More

Real Estate

  • Perimeter Real Estate Achieves 50% Expansion Through Strategic Implementation of OnePageCRM.  Read More

Recruitment, Training & Hiring

  • In 25 years, Black Mountain has grown to serve 700+ clients in 165 countries, leveraging monday.com and local expertise to navigate diverse HR, legal, and cultural complexities. Read More
  • EmployAbility Galway’s game-changing partnership with OnePageCRM led to an astounding 87% increase in new hires, revolutionizing recruitment  Read More …
  • L’Oréal –  Find out how L’Oréal unlocked hidden talent with Internal Mobility after using Avaure. Read More
  • Coursecheck – A CRM that helps people find highly rated training courses by publishing rating and review websites for training providers. Read More
  • Provide Consulting Ltd – CRM In Recruitment/Personnel Placement Industry. Read More

Sales & Marketing

  • See how Redline Company leveraged todo.vu to overcome workflow challenges, optimize resource allocation, and drive seamless collaboration between office and remote teams for better client outcomes. Read More
  • FARFETCH transformed their marketing operations and saved 42,084 hours annually using monday.com Work OS, streamlining workflows and enhancing team collaboration. Read More
  • Apollo.io, a cloud-based sales automation tool, aids lead generation, database management, and email outreach, trusted by 9,000 customers globally. See their success with PartnerStack.  Read More
  • Unlock the power of monday.com in Black Mountain’s support for 700+ global clients. Discover their strategy for success. Read More
  • Recom excels in B2B prospecting, offering client generation services. Their business developers and tools secure new leads. See how they use NetHunt CRM. Read More
  • Coghlan Cottage, Stacey Langford – Discover how Stacey Langford, a full-time mom and farmer, achieved 25% yearly growth with ConvertKit, without sacrificing authenticity or resorting to paid ads. Read More
  • Pearl Scan, a Document Management business, wanted to expand its presence from regional to national level. However, they realized that in order to achieve this goal, they needed to focus on high-quality sales leads. They opted for Capsule CRM. Read More
  • OptinMonster – OptinMonster began working with TaskDrive at the end of 2017. They wanted three live Inbound SDRs onboard to support visitors 24/5, covering all hours of their business during the work week. A major concern they had was the cost of hiring locally, because it wouldn’t be cost-effective and might not give a good return-on-investment. Read More

Sales Brokers

  • Key Yachting – See how implementing a CRM helped this sales broker and transfromed how they interact with contacts. Read More

Security Industry & Private Investigative Firms

    • Discover how Capsule CRM helps Haagsch Recherchebureau get visibility and control of their business in this case study. Read More …

 

Service Based Industries

  • HollyNorth Production Supplies optimized its accounting and inventory management using QuickBooks Enterprise, enhancing efficiency and growth. Read More
  • Mow Town Edmonton Inc – See what Chris Senger of Mow Town Edmonton, a snow removal and turf maintenance company, has to say about using Jobber Read More
  • Painters Enterprise – See why this company owner uses Jobber in all three of his businesses and why he is prepared to recommend Jobber Read More

Technology

  • Dell Technologies – Find out how Dell’s Intranet ESAT Score Climbed 37 Points in 12 Months using Coveo Read More

Time Management

  • Positive Business Online –  Nik Cree started the web development agency, Positive Business Online, to get away from the 14 hour days that consumed his life in the finance industry. Find out how Time Doctor helped. Read More

Travel & Tourism

  • Gloria Atanmo – See how a freelance travel blogger uses ConvertKit to promote her business. Read More
  • New Zealand Trails went from CRM Hardships to Sales Productivity with OnePageCRM. Read More

Web Design

  • Success Local – Find out more about growing a successful Digital Marketing Agency with OnePageCRM.  Read More

Wholesalers & Specialist Wholesalers

  • HASBEAN – “We wish we had used Capsule years ago as we’d be much better off now.” Dale Harris, Director of Wholesale, HASBEAN Read More

Claim Compensation

  • Since 2015, Claim Flights uses Post Affiliate Pro to generate over 10,000 monthly transactions across Europe with just 94 affiliates. Read More 

Document Management

  • PartnerStack is the top ecosystem platform available. After extensive research, we found no other tool that unifies agencies, influencers, distributors, customer referrals, and affiliate partnerships all in one place. says Bernardo Castañeda, Senior Manager, PandaDoc.  Read More 

Planning & Urban Design

  • FOTENN Planning & Urban Design upgraded to QuickBooks Enterprise, enhancing financial reporting efficiency and accuracy. Learn how the solution streamlined operations and transformed their accounting processes. Read More

Fashion

  • Gameday Social transformed its operations by switching from spreadsheets to ApparelMagic, a purpose-built fashion ERP, and unlocked growth potential in the competitive world of licensed sports apparel. Read More
  • Princess Polly, a leading boutique fashion brand, transformed their customer service operations, reducing response times by 95% and boosting agent productivity by 40% using EngageBay. Read More
  • FARFETCH, a leading global player in marketing for the fashion industry, saved 42,084 hours annually by using monday.com Work OS to streamline marketing operations and boost collaboration. Read More

Aftercare/Daycare

  • Discover revolutionized Happy Hearts ELC’s operations by automating admin tasks, streamlining enrolments, enhancing efficiency, saving hours weekly and reducing operational costs. Read More  …
  • Spotted Frog Preschool, a family-owned center in Auckland, streamlined their administrative tasks and enhanced parent engagement with the help of Discover’s cloud-based management system. Read More

customer Service & Help Desk

  • Whirlpool Corporation streamlined its email and query management using HappyFox, reducing email volume by 15-20% and boosting supplier satisfaction through efficient, proactive communication and real-time data analysis. Read More