Case Study: Cooden Tax Consulting increases lead quality and reduces manual work with Spotler CRM

How Cooden turbocharged tax relief with SpotlerCRM

Cooden Tax Consulting, a consultancy specializing in R&D tax relief for SMEs, faced challenges managing client relationships and workflows as its business grew. Relying on spreadsheets and a whiteboard was no longer efficient for their team, which included remote workers. They sought a centralized, cloud-based solution and chose to implement the CRM from vendor Spotler.

The Spotler CRM provided the flexibility and modularity Cooden needed, acting as a central hub for tracking client work, managing tasks, and organizing partner relationships. The solution improved organizational prowess, gave staff a unified view of all tasks, and integrated with email for detailed client correspondence. The implementation of Spotler's tools has positioned the company to deepen client engagement and unify future business processes.

Cooden Tax Consulting

Simon Bulteel

Consulting Director