Case Study: Ergo Group Ltd achieves streamlined sales pipeline visibility and accurate forecasting with OpenCRM

Ergo Group Ltd - Customer Case Study

Ergo Group Ltd, a family-focused outdoor play and leisure product supplier founded in 1996, was left with a basic, employee-built CRM that couldn’t manage sales leads, pipeline visibility or forecasting after the original developer left. Paula Blake-Pead (Operational Excellence) needed a modern CRM to track daily sales activity, see what was in the pipeline and manage the growing business, so they implemented OpenCRM.

OpenCRM delivered a centralized CRM platform for managing prospects, scheduling follow-ups and logging opportunities (including amounts and probabilities) so Paula could budget and forecast from Opportunities and view team activity with a few clicks. A dedicated OpenCRM project manager ensured a smooth onboarding, and ongoing account management and support have given Ergo clearer pipeline visibility, easier forecasting and continued productivity gains — with the team still discovering new features more than five years later.

Ergo Group Ltd

Paula Blake-Pead

Ergo Group Ltd