Case Study: Career Strategies Group achieves faster response times and streamlined applicant vetting with Agile CRM

Career Strategies Group - Customer Case Study

Career Strategies Group, a Brewster, NY–based firm that helps attorneys, executives and other professionals with career testing, resumes, coaching and job search marketing, was struggling to keep up with high demand. Applicants piled up and responses often took days, while manual administrative tasks and poorly fitting leads wasted time. Previous CRM and marketing automation tools hadn’t delivered the efficiency the team needed, leaving them unable to give clients the timely, personal attention crucial to their business.

Agile CRM provided an end-to-end CRM and marketing automation solution that the Group found intuitive and affordable. Agile CRM automated welcome emails and workflows, including an eligibility web form, cutting response times from days to minutes, removing ineligible applicants early, and freeing staff to focus on higher-value, personal interactions. Those efficiencies improved lead qualification and conversion and gave the team more time for service development and client engagement.

Career Strategies Group

Bruce Blackwell

CEO