Case Study: Lodge Brothers improves lead management and customer history with SpotlerCRM

Lodge Brothers’ journey with SpotlerCRM

Lodge Brothers, a family-owned funeral director based in the UK, had a primary growth objective of generating new leads for its Funeral Plans. Its specialized industry software lacked sales management features and made customer relationship management difficult, hindering its ability to track interactions and report on client data. This challenge led them to adopt SpotlerCRM from vendor Spotler.

The implementation of SpotlerCRM provided a simple and effective solution for managing the entire sales process, from inputting new leads to following up with tasks and mailings. The results included a much more efficient and personalized service, as staff could instantly access full client histories. Spotler made the business more efficient, helped build its professional reputation, and became an essential part of its operations.

Lodge Brothers

Michelle Easterbrook

Lodge Brothers