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 has to say about ingregrating QuickBooks with Capsule CRM. Read More
  • Redmond Accounting Inc – See what this virtual boutique accounting firm whose service delivery is centered solely on QuickBooks Online and its eco-system of apps says about AeIro Workflow. 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. Read 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

  • 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  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

Beauty, Health & Wellness

  • CysterCare – Chennai-based health and wellness company CysterCare attains 35% user conversion rate and increases employee productivity by 30% after implementing Bigin by Zoho CRM.

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

Client Relationship Management

  • Liquona – This award winning Moving Images Agency, uses Capsule CRM. Read More

Construction

  • 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

  • Apex-able stands as a beacon of empowerment, building and nurturing multiple businesses through the strategic implementation of Bigin CRM. With a profound understanding of universal business principles, Apex-able unlocks the potential of its clients, enabling them to thrive and succeed in today’s competitive landscape. Read More
  • MarKee Partners is a consulting business with a proven track record in commercializing medical devices Find out how they use OnePageCRM. Read More
  • DT Consultancy is a distinguished firm headquartered in India and Bahrain, proficient in delivering a comprehensive range of pragmatic advisory solutions tailored to cater to the diverse needs of small and medium-sized enterprises. Find out how implementing a CRM benefited them. Read More
  • Bedrock Success Consulting – This consulting firm, based in Ireland, has high praise for Bigin by Zoho CRM. Read More

Design/Designers & Creative Design

  • 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

  • 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

  • A+ Test Prep and Tutoring’s Transformation: How EngageBay Streamlined Operations and Cut Costs. \Read More

  • Eduvisors faced lead losses with manual management. Adopting Bigin streamlined processes, ensuring prompt follow-ups and maximizing high-value leads, transforming their efficiency.  Read More

  • In this case study, the successful collaboration between 24 Frames Learning and Development, a trailblazer in franchise-based learning, and Bigin by Zoho CRM is showcased.  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

Health & Medical

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

  • CysterCare – Chennai-based health and wellness company CysterCare attains 35% user conversion rate and increases employee productivity by 30% after implementing Bigin by Zoho CRM. 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

  • OneLaw Limited increases productivity and gains momentum using OnePageCRM. Read More

Manufacturing

  • 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
  • Nico – As the previous CRM was difficult to use, when the Nico management team started their search for a replacement system, the most important factor was for the new system to be simple. See how they solved the problem 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

  • 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

  • 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
  • Enhancing Operational Efficiency: How Bigin Revolutionized Project Management for Sitoso. 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

 

  • GoFloaters – GoFloaters is a platform that helps early-stage startup team s, freelancers, and individuals find work and meeting spaces to book instantly, Find out how they use Bigin by ZOHOCRM. Read More
  • Cleanomatics Solutions – In this case study find out what challenges this company faced and how Bigin by Zoho CRM provided a solution to the challenges. 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

  • 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