Cin7
102 Case Studies
A Cin7 Case Study
Video Conference Gear is a Colorado-based B2B provider of cost-effective, enterprise-grade video collaboration solutions founded by former large-scale IT consultants. As the business shifted from one-off sales to consultative, custom quoting for international clients, its basic, manual processes couldn’t track costs, profit margins, quote status or the end of the sales pipeline—making it hard to price projects accurately and manage cash flow.
After evaluating 15 systems the company adopted Cin7 to integrate CRM, quoting, purchase orders and invoicing, and helped shape Cin7’s Payment Portal. The platform gives real-time cost and gross-profit visibility at the quote stage, an “Accept Quote” payment link that speeds conversions, and streamlined digital invoicing—resulting in faster sales cycles, improved cash flow and clearer financial visibility.
Kody Capps
Managing Partner