Case Study: The Molding Depot achieves sales visibility and streamlined quoting with CARET Results CRM

The Molding Depot - Customer Case Study

The Molding Depot, a Florida-based supplier and installer of high-quality molding, windows, doors and architectural woodwork, faced challenges tracking daily customer inquiries, quotes and sales opportunities, consolidating technical documentation (including CAD drawings), and keeping QuickBooks free of extraneous lead records. To address these issues they implemented CARET’s Results CRM to gain structured lead and quote management and centralized document access.

CARET’s Results CRM provided company-wide visibility into quotes, sales opportunities and future performance, automated follow-up processes for leads, and a central repository for all project documentation. CARET also integrated Results with QuickBooks so only customers and finalized sales transfer into accounting, streamlining QuickBooks data and enabling rapid conversion of quotes into invoices — improving sales organization, document access, and accounting cleanliness.

The Molding Depot

The Molding Depot

President