Case Study: Coakley Brothers achieves easier CRM adoption and stronger sales tracking with Aptean CRM

Easier is Better for Coakley Brothers and OnContact CRM

Coakley Brothers, a premier moving and furniture services company serving the Milwaukee and Madison areas for over 125 years, struggled with a previous CRM that was not intuitive and required tech-savvy users. To improve sales automation, reporting, and overall usability, Coakley Brothers adopted Aptean CRM’s OnContact CRM software as their new solution.

Aptean CRM implemented OnContact to streamline the sales process and make the system easy to use for reps, managers, and administrators. The solution enabled full sales-cycle tracking, helped avoid cross-selling, strengthened the company’s contact database, simplified administrative changes, and delivered excellent support and timely implementation from Aptean CRM — driving higher user adoption and more accurate sales and contact data.

Coakley Brothers

Mark Klenz

Director of Sales Development