Case Study: West Coast Associates achieves unified inventory, CRM and real-time multi-channel visibility with Agiliron

West Coast Associates - Customer Case Study

West Coast Associates Inc. (The Small Planet Workshop), a wholesale and retail B2B/B2C e‑commerce supplier in Olympia, WA, struggled with fragmented systems: inventory tracked by spreadsheets and QuickBooks, multiple unsynced sales channels (B2B/B2C webstores, direct sales, retail POS), separate customer databases, and limited multi‑user visibility. To address these challenges they deployed AGILIRON Enterprise Edition to unify sales, CRM, inventory and accounting workflows.

AGILIRON implemented a single integrated solution—Enterprise Edition with B2B/B2C webstores, POS, CRM, order management, WooCommerce/BigCommerce adapters and QuickBooks Enterprise integration—providing one product catalog, auto‑syncing inventory/pricing across channels and a unified customer database. The migration completed in six weeks, eliminated most manual processes, delivered total business visibility from anywhere, and produced significant time and personnel cost savings while enabling West Coast Associates Inc. to manage all sales, quotes, CRM and inventory from a single login.

West Coast Associates

Albert Rooks

Chief Executive Officer