Case Study: Software Equity Group achieves 10x growth with Ontraport

Software Equity Group: Achieving 10x Growth with Ontraport’s Customizable CRM Solution

Software Equity Group faced major operational challenges in 2019 as it tried to manage client, prospect, and buyer communications across multiple unintegrated systems, including Infusionsoft, Pipedrive, Salesforce, a custom database, and Excel sheets. These silos made it difficult to scale efficiently, and the company needed a more centralized CRM solution to streamline workflows.

Software Equity Group turned to Ontraport and implemented Ontraport’s customizable CRM platform to consolidate its operations. The result was explosive growth, including 10x growth, thousands of hours saved, and reduced technology costs, while also improving scalability and supporting more franchises and paid subscribers.

Software Equity Group

Allen Cinzori

Managing Director