Case Study: Rubicon Workflow Solutions achieves a tailored, cost-effective CRM for inventory and lead management with OpenCRM

Rubicon Workflow Solutions - Customer Case Study

Rubicon Workflow Solutions, a provider of software, hardware and support for creative professionals, needed a CRM that could import data from third-party systems, generate product streams and best-price information, manage inventory, stock levels, shipping, purchase orders, quotes and sales leads. After finding Salesforce unsuitable, Rubicon selected OpenCRM to lower subscription costs and free budget for bespoke development to meet their specific workflow needs.

Working with OpenCRM, Rubicon’s Managing Director Jeremy Lambert and an OpenCRM Project Manager implemented bespoke adjustments to the out‑of‑the‑box CRM and fully integrated it with their business processes. The customised OpenCRM solution now handles inventory and product-stream imports, provides the sales team with robust lead-management tools, and delivered lower subscription costs, more personal support and a data storage plan the team trusts.

Rubicon Workflow Solutions

Jeremy Lambert

Rubicon Workflow Solutions