Case Study: MediPro achieves streamlined sales and automated license tracking with Apptivo CRM

Streamlining MediPro’s sales process using Apptivo CRM

MediPro, a provider of healthcare solutions, was struggling to scale its sales and asset management as it grew. With no centralized system, sales were managed manually, prospect and customer data was disorganized, marketing activities were absent, and the company could not track software licenses or renewal dates—creating inefficiencies and compliance risk. Apptivo was engaged to address these gaps.

Apptivo implemented its Apptivo CRM suite (including Contacts, Customers, Leads, Opportunities, Employees apps) and an integrated license tracker, plus a standardized sales workflow and real‑time monitoring. The solution centralized prospect and customer data into a single view, enabled tracking of deals through the sales pipeline, automated license renewal notifications, and improved sales-team efficiency — reducing security and compliance risks and making service management more effective. Apptivo’s deployment delivered organized data, better opportunity management, and measurable gains in sales visibility and operational control.

MediPro