Close CRM
31 Case Studies
A Close CRM Case Study
Sales Transformation Group, a sales consulting firm helping roofing and contracting companies improve their sales systems, needed a more scalable CRM as it outgrew Pipedrive. With a growing remote team and increasingly complex prospecting needs, the company turned to Close CRM to support expansion and streamline its workflow.
Close CRM became STG’s central hub for prospecting, automation, and pipeline management, with Smart Views, sequences, texting, and the Power Dialer helping reps focus on warm leads and move faster. Using Close, Sales Transformation Group grew MRR 5x in one year, scaled from 3 to 16 team members, and improved visibility into ROI and sales performance.
Ryan Groth
Chief Executive Officer