Case Studies

Real businesses, real results. See how custom CRM solutions have helped our clients close more deals, save time, and grow their bottom line.

Real Estate

Summit Realty Group

A 45-agent brokerage replaced 4 disconnected tools with one custom CRM and increased closings by 28%. The system paid for itself in the first quarter.

28%Increase in Closings

< 5 minLead Response Time

15 hrs/wkAdmin Time Saved

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Healthcare

Meridian Health Partners

A 6-location, 24-provider practice reduced no-shows by 40% with automated reminders and referral tracking, saving an estimated $380K per year.

40%No-Show Reduction

99%Referral Attribution

25 hrs/wkStaff Time Saved

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Financial Services

Atlas Financial Advisors

A 12-advisor wealth management firm managing $450M in assets achieved 96% retention by centralizing client data and automating compliance. Revenue per advisor increased 35%.

96%Client Retention

-80%Audit Prep Time

+35%Revenue Per Advisor

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Construction & Trades

Velocity Construction

A $12M commercial construction firm won 34% more jobs by digitizing their estimate-to-completion pipeline. Repeat client revenue increased 40% in year one.

+34%Jobs Won

50% fasterEstimate Turnaround

+40%Repeat Client Revenue

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