Case Study: Paragon Design Joinery streamlines quoting and reporting with Gold-Vision CRM

Paragon Design Joinery - Customer Case Study

Paragon Design Joinery has used Gold-Vision CRM since 2012 and recently upgraded its system to improve the way it handles quoting, reporting, and mobile access. The company wanted a simpler interface, professional quote formatting, and a CRM that its sales team could update easily on phones and tablets.

With Gold-Vision CRM’s Quoting, Product Management, Document Template, Reporting, and Dashboard features, Paragon Design Joinery can now create detailed quotes more quickly, reuse quote templates in Microsoft Word, and share polished proposals with customers. The team has also reduced its reliance on spreadsheets and manual updates, built live sales dashboards including a “Win Plan” view, and saved time by changing screen design without needing a consultant.

Paragon Design Joinery

Mark Taylor

Director