Close CRM
29 Case Studies
A Close CRM Case Study
Countfire builds an app that automates counting symbols from PDF construction drawings, turning weeks of manual takeoffs into days or hours. The founders—strong in construction and software but inexperienced in sales—were hampered by disorganized leads, duplicated contacts from BCCing into Pipedrive, slow web-only performance and a slow, non-repeatable outreach process.
They adopted Close and used its sales content plus key features—IMAP email integration, templates, Smart Views, bulk emailing, custom fields and flexible opportunity value tracking—to remove manual data entry and standardize outreach. The result is a much more focused, repeatable sales process that yields more qualified leads, more opportunities and increased customer adoption of Countfire.
Will Jennings
Managing Director