Pipeliner CRM
41 Case Studies
A Pipeliner CRM Case Study
Mark Hertz Company is a leading New York City property violation removal service that helps owners and managers resolve violations, hearings, settlements and fines. The firm struggled with paper files and manual, time-consuming processes across multiple agencies, which made tracking case status and responding to clients slow and error-prone.
They implemented Pipeliner CRM, customizing its visual interface and multiple-pipeline capability to map six distinct workflows, plus reporting and email integration. The system eliminated paper-based guesswork, delivered instant visibility into who was working on each case, sped client responses, simplified administration, and earned high user satisfaction.
Zeli Wiedermann
Office Manager