Pipeliner CRM
41 Case Studies
A Pipeliner CRM Case Study
Headworks International, a Houston‑based manufacturer of automated wastewater screening equipment with offices in the UAE, India and Canada, was struggling with an unwieldy CRM (Salesforce) that made data hard to visualize, reporting cumbersome, administration costly, and pipeline tracking — including long, project‑based sales cycles — difficult to manage.
By switching to Pipeliner CRM, Headworks gained visual pipeline views (notably the Bubble Chart), flexible filters, multiple pipelines for sales and project execution, fast implementation and an easy mobile app. The result was clearer data and targeting of key opportunities, shorter, more efficient pipeline reviews, reduced admin/IT dependency, fuller team adoption and faster lead follow‑up that improved forecasting and helped close long‑running projects.
Imran Jaferey
VP Global Sales