Case Study: CASO Document Management achieves centralized operations, $15,000+ recovered and faster job costing with Soffront Software

CASO - Customer Case Study

CASO, a document management company, struggled with data silos across departments and time-consuming processes that were hurting operations and profitability. In 2012 CASO selected Soffront Software, choosing its CRM platform and modules (customer service, project management and QuickBooks integration) for flat pricing, integrated modules and easy drag-and-drop customization.

Soffront Software implemented a centralized, customized CRM used for project management, hours tracking, payroll, job costing and expenses, plus role-based dashboards for instant KPI snapshots. The solution delivered immediate cross-department visibility, helped CASO catch vendor-bill discrepancies of over $15,000, reduced time spent calculating margins and job costs, and streamlined the Business Office.

CASO

Kelsey Murray

CRM Admin