Case Study: FutureBrand streamlines global lead management and forecasting with Pipeline (PipelineDeals)

How FutureBrand is Using PipelineDeals Simple CRM

FutureBrand is a global brand consultancy headquartered in New York with 600+ people across offices from Dubai to Buenos Aires. Because their business is project-based, they needed a better way to manage a high volume of deals and share up-to-date contact and status information across time zones; previous approaches using spreadsheets, Salesforce, ACT and an internal proposal tool left them manually collecting data and unable to “chase relationships” effectively.

Adopting PipelineDeals gave FutureBrand a real-time, shared CRM that was easy to roll out with virtually no training. The deals page lets teams capture clients, contacts, value and status in under 10 clicks, enabling faster lead entry, clearer forecasting, tracking of success ratios and improved collaboration across offices. The team praises its simplicity and reporting, while noting a desire for more dynamic charts and proposal workflow support.

FutureBrand

Mario Natarelli

Managing Partner