Case Study: CLIP Software achieves streamlined call handling and centralized customer data with CloudTalk

Lawn Care Software Tailored to the Needs of Industry Professionals

CLIP Software, a provider of lawn care management tools used by 18,000+ companies, faced scaling pains as more customers onboarded: agents needed a way to quickly orient inbound calls, consolidate scattered client data, better leverage Intercom, and categorize large volumes of calls without extra manual work. Their clear requirements were a telephony solution that offered a detailed interaction overview, call tagging, productivity features to reduce manual copying, and two‑way synchronization with their helpdesk.

CloudTalk implemented its cloud telephony platform — including Real Time Customer‑card, Call Tagging, Call Flow Designer, Call Statistics and Call Notes — and integrated with CLIP’s Intercom to keep records synchronized. In the last three months CLIP handled 3,700+ inbound and outbound calls totaling 15,100+ minutes across 7 numbers, gaining a clean, centralized dataset, faster call identification, improved operational visibility and higher agent efficiency thanks to CloudTalk’s features and analytics.

CLIP Software

Dave Tucker

President and Co-founder