Method:CRM
21 Case Studies
A Method:CRM Case Study
GTM Landscaping, a Hollister, CA field service company, faced a severe downturn after the 2009 recession, losing about 85% of its business and putting owner John Mora at risk of losing his home. To rebuild, John chose Method:CRM, a cloud-based CRM that integrates with QuickBooks, because it was customizable and could connect directly to his accounting data.
Using Method:CRM, John mapped and automated workflows—from generating quotes and converting estimates to work orders to scheduling and vendor ordering—so customers receive estimates within five minutes and jobs are processed instantly. The results speak for themselves: a 95% close rate on sales, roughly an 80% reduction in admin time, reporting cut from 3–5 hours to under a minute, and payroll checks completed in under five minutes, delivering significant efficiency and revenue recovery for GTM Landscaping.
John Mora
Owner