Pipeliner CRM
41 Case Studies
A Pipeliner CRM Case Study
ESP Facility Services is an eco-conscious facility management company with more than 800 associates serving sectors from healthcare to commercial real estate. As a founder-led business, ESP had no structured sales, marketing, or customer service teams — no CRM, go-to-market strategy, or historical data tracking — which made scaling efficiently a major challenge.
Referred to Pipeliner CRM for its intuitive design and seamless integrations (Dialpad, Leadfeeder, Outlook), ESP went from zero to fully operational in six months. Pipeliner centralized customer records, tracked the full customer journey, streamlined prospecting and reporting, and gave the team visibility into pipeline health; next steps include workflow automation and ClientPoint quoting integration.
Eric Goldmann
Chief Commercial Officer (CCO)