case study

How an Education CRM Helps ‘Breaking the Barrier’ Bring Language Learning Across the Globe

When you specialize in language learning textbooks for students across the world, customer service and a healthy sales funnel are key to maintaining a thriving business. James from Breaking the Barrier, Inc. experienced first hand the need for an Education CRM while trying to manage a business with software that didn’t play nice. Keep reading …

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A Simplified Estimate Process for Allegro Design Co

Like many small business owners juggling multiple apps, Bryan Dutton of Allegro Design Co became frustrated with the redundancies created from disconnected apps: QuickBooks for estimates and invoices, PayPal for customer payments, FreedCamp for customer activities, Adobe for drafting job contracts, and email for endless back-and-forth communications.   But the apps didn’t communicate, which meant redundant, time-consuming work …

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How A Manufacturer Expanded Into Drop-Shipping With Method:CRM

Overview There are no limits to what I can do… it’s boundless in my eyes.  Method can shift in any direction I want to go.” When Erazor Bits, a custom apparel manufacturer, wanted to expand their services to include drop-shipping capabilities, they needed a cloud-based system to remotely manage orders, production, warehousing, and shipping. Learn …

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