OroCRM
10 Case Studies
A OroCRM Case Study
Hoyes Michalos is a Canadian debt management firm with 25 offices across Ontario and more than 40,000 clients helped. Facing a legacy system that funneled website inquiries to a single inbox and didn’t capture or track leads, the firm needed a collaborative CRM to automatically create leads from email, let its 60 representatives quickly qualify and respond, enable real‑time conversations with prospects, and sync with their email servers. They selected OroCRM to meet those requirements.
OroCRM delivered a customized, full‑featured CRM that went live on schedule and automatically converts incoming email inquiries into leads, captures leads from multiple sources, detects and merges duplicates, and synchronizes the existing email system to log full communication history. As a result, Hoyes Michalos eliminated manual lead capture, gave its 60 reps immediate ability to qualify and engage prospects in real time, consolidated communications for better tracking, and established workflows to ensure leads are properly assigned, qualified, and nurtured.