Case Study: Birch Gold Group achieves scalable, flexible CRM management with Intellect

Birch Gold Group Utilizes Intellect to Manage Their CRM

Birch Gold Group, a precious metals firm in Sherman Oaks, California, helps first‑time and experienced investors manage precious metals portfolios. When the company launched, it needed to scale and automate CRM—tracking callbacks, simplifying shipping and purchase orders, and improving transparency—but found off‑the‑shelf CRMs too complex and inflexible for their workflow needs.

Building on prior experience with Intellect, Birch Gold deployed core and custom CRM processes in a matter of months, rapidly configuring and iterating to remove bottlenecks. The solution delivered the flexibility, scalability, ease of use and in‑house maintainability they required, enabling ongoing process improvements and reduced marketing and client‑service overhead.

Birch Gold Group

Andrew Manke

CRM Technician