Pipeliner CRM
42 Case Studies
A Pipeliner CRM Case Study
EMCS Industries, a Canadian marine technology company with complex sales, vessel, and service relationships, needed a better way to manage information across disconnected teams and systems. Pipeliner CRM was already in use, but it had mainly served as a data repository, while sales used Pipeliner and operations relied on Microsoft tools, causing duplication and lost information.
Using Pipeliner CRM, EMCS Industries built custom workflows, fields, automations, and multiple pipelines for sales, production, and service. The result was a unified sales-and-operations process with automated handoffs, centralized documents and notes, and less duplicate data entry. EMCS reported improved collaboration between teams and faster, more organized workflows, with Pipeliner CRM’s built-in Automatizer and support helping power the transformation.
Tenille Villebrun
General Manager