Act!
64 Case Studies
A Act! Case Study
Mytreeman Tree Service, led by owner Ken Porter in the Atlanta area, needed a way to stay responsive while spending much of his day on the road. With high call volumes—especially during storm season—and no dedicated office staff, Ken faced the challenge of capturing customer details, tracking quotes and callbacks, and maintaining personal follow‑up without relying on notebooks.
Ken implemented Act! CRM with Handheld Contact and mobile links so callers can enter details directly, while he logs notes and sets reminders from his phone. The system automates follow‑ups and drip campaigns, acts like “two or three low‑cost employees,” and has increased his efficiency by about 40%, allowing faster callbacks, better customer service and the capacity to handle surge events (he once received 300 calls in two days) without extra hires.
Ken Porter
Owner