Case Study: CAVH Corp boosts HVAC quote volume and becomes No. 3 in Florida with Orgzit

CAVH Corp improves sales with Orgzit’s All-in-One CRM

CAVH Corp, a Florida-based HVAC manufacturing representative firm, faced significant challenges in its sales process. The company, which sends over 200 detailed quotes weekly, relied on a manual, Excel-based system that led to errors, margin miscalculations, and a lack of team accountability. This cumbersome process prevented the owner from accurately evaluating performance and making informed decisions. To solve this, they implemented a bid management solution from the vendor Orgzit.

Orgzit provided a single dashboard that centralized CAVH Corp’s entire sales workflow. The solution streamlined quote generation, provided real-time data visibility, and enhanced team collaboration. The measurable impact was substantial: the number of weekly quotes sent increased from 200 to 500, and the company grew to become the number three business in its industry in Florida within three years. The implementation of Orgzit transformed CAVH Corp into a data-driven company capable of making strategic decisions for continued growth.

CAVH Corp

Carolyn Arote

President