Case Study: OpenCRM achieves 400% more account management conversations and 50% fewer calls and emails with Dashly

OpenCRM reaches out to 1500 customers every month via Dashly

OpenCRM, a Yorkshire-based hosted CRM provider, needed a way to reach more customers at the right time and scale its account management and customer success efforts. They selected Dashly to add an in-app engagement platform and live chat that would track user behavior, gather intelligence, and enable proactive, targeted outreach.

Using Dashly’s user tracking, segmentation, live chat and a lead-qualification bot, OpenCRM now runs about 1,500 proactive conversations a month, increased account management conversations by 400%, cut calls and emails by 50%, and reduced frustrated emails by 80%. Dashly’s tools enabled more personalized, timely messaging and automated qualification to handle higher volumes while improving customer engagement.

OpenCRM

Graham Anderson

Founder