Case Study: Dover Funds saves hours and speeds deal closures with Progress Podio

Dover Funds saves more than two hours per day with Progress Software

Dover Funds, a Chicago-based real estate investment firm, faced significant inefficiencies from manually tracking leads and pipeline data in spreadsheets. This process caused delays in responding to leads and consumed valuable time. Founder Jay Patel sought a better CRM solution and chose Progress Software's Podio platform due to its favorable pricing and industry use.

By implementing Progress Software's Podio, Dover Funds automated lead capture from their website and integrated calling and texting within the platform. They used Podio's automation to move contacts between apps based on specific criteria, consolidating all operations. This solution saved the team more than two hours per day in manual data entry, accelerated deal closures, and provided a secure, unified system for managing client data.

Dover Funds