Case Study: Charter Capital achieves 75% of its previous sales with just 20% of its staff with Act!

Act! Generates Big Returns for Finance Firm

Charter Capital is a family-run equipment finance broker that manages a 35,000-contact database and prides itself on a relationship-driven, soft-sell approach. After the 2008 financial crisis the firm slimmed its core team from 35 people to six and faced the challenge of sustaining sales and client engagement with far fewer staff.

By relying on Act! CRM for contact management, email marketing and prospect scoring, Charter Capital automated targeted outreach and stayed consistently top of mind with clients. The result: the company now achieves about 75% of its previous sales volume with just 20% of the original staff, improving efficiency and customer retention while keeping its long-term, consultative sales model.

Charter Capital

Carey Wilbur

Founder & Partner