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 integrating 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. See how they used Voluum. 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 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
- 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, Health & Wellness
- 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
Discover how Fernando Valencia of Unblinded Mastery uses LearnWorlds to empower individuals through integrity-based human influence and personal transformation. 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
- 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
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
- 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
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
- 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
Hobbyists
- Discover how Lee Carseldine and James Jones revolutionized drone training with Droneit, using LearnWorlds for comprehensive online education. Read More
Health/Medical
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Enhancing Operational Efficiency and Collaboration in Healthcare: A Case Study on How Mid Yorkshire NHS Trust Utilizes monday.com 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
- 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
- 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
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Discover how Capsule CRM helps Haagsch Recherchebureau get visibility and control of their business in this case study. Read More …
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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
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
- 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