Case Study: HarpBeat achieves streamlined administration and client growth with Agile CRM

HarpBeat - Customer Case Study

HarpBeat is the solo-run music business of Joanna Jordan, a Toronto-based harpist who also operates DJnLIVE. Facing heavy manual administration—responding to inquiries, quoting, scheduling and billing—Joanna had tried three different CRMs and a separate marketing automation tool without success. She needed a single solution to streamline operations and free time to focus on performing and growing her client base, and chose Agile CRM.

Agile CRM provided an integrated CRM and marketing automation platform with hands-on onboarding support; Joanna now uses email marketing, web forms and landing pages, tracking of web/email activity, campaign workflows and online appointment scheduling. As a result, HarpBeat is attracting more prospects through drip campaigns and tracked outreach, has drastically reduced routine admin work by automating inquiry processing and confirmations, and can better segment and personalize communications—benefits Joanna attributes directly to Agile CRM.

HarpBeat

Joanna Jordan

Owner