OnePageCRM
9 Case Studies
A OnePageCRM Case Study
Perimeter Commercial Real Estate (PCRE), a full‑service commercial brokerage, struggled to keep track of leads and prioritize follow-ups while relying on business cards and spreadsheets. Broker Richard Smith needed a CRM to organize contacts, automate next steps and improve conversion rates, and selected OnePageCRM to solve those challenges.
Using OnePageCRM—leveraging Saved Actions to batch follow-ups, Tags to track deal participants, the Pipeline/Kanban view for deal visibility, and the Outlook Contact Clipper to capture contacts—PCRE streamlined its sales process. OnePageCRM helped Richard quadruple his lead-to-opportunity conversion and boost his close rate by 50%, significantly improving sales efficiency and revenue.
Richard Smith
Perimeter Commercial Real Estate