Case Study: Rockstead Group achieves unified client engagement and streamlined operations with Pipeliner CRM

Rockstead Group - Customer Case Study

Rockstead Group operates two distinct businesses—Review Services, which delivers short-term independent asset and process reviews, and Yabber, an AI-driven client interaction and analytics platform. Because one line relies on project-based workflows and the other on ongoing client engagement, the company needed a flexible, easy-to-adopt CRM that wouldn’t overwhelm staff or break the budget, while providing clear reporting for executives and supporting both sales and operations.

They selected Pipeliner CRM after vendor demos that addressed Rockstead’s specific needs; its visual UI, focused training and adaptable workflows let them track deals end-to-end, extend sales steps into operations, centralize contacts for targeted marketing, and monitor ongoing client interactions. The result was better executive visibility, improved staff engagement and operational structure, more effective client outreach, and a strong recommendation from Rockstead’s leadership.

Rockstead Group

Erik Bergstrom

Chief Commercial Officer