Case Study: Envision2bWell Inc. achieves scalable CRM success with Pipeliner CRM

Envision2bWell Inc. - Customer Case Study

Envision2bWell Inc., a small tech startup, needed an affordable, scalable, and easy-to-use CRM to support growth, manage multiple pipelines from sales to engagement, and improve customer value and revenue without dedicating IT resources to custom development. They chose Pipeliner CRM for its simplicity, intuitiveness, and ability to serve as an “enterprise” CRM for a small business.

Pipeliner CRM met Envision2bWell Inc.’s needs with a solution that was easy to implement, easy to upgrade, and flexible enough to support evolving functionality. As a result, the team could onboard new sales and engagement members faster, saving valuable time and training dollars, while benefiting from features like reports, email templates, and products/pricing.

Envision2bWell Inc.

Margye Solomon

Vice President