Case Study: Clancy Relocation & Logistics achieves faster lead response and streamlined lead management with SugarCRM

A Growing Moving and Storage Company Leans on Sugar to Manage Leads

Clancy Relocation & Logistics, a family-owned moving and storage company founded in 1921 with five locations in New York and Connecticut, struggled to manage leads across distributed teams using static spreadsheets and an ERP built for order management. They needed a hosted, customizable out-of-the-box CRM that could handle both household and commercial leads, provide real-time access for staff in different locations, and avoid continual developer dependence.

By implementing Sugar, Clancy gained clear pipeline visibility, geographic lead reporting, and automated lead assignment—reducing follow-up time to about an hour and eliminating manual spreadsheet entry. The system became the backbone of their lead-management strategy, improving efficiency and management visibility, enabling better budget allocation and marketing decisions, and paving the way for future initiatives like touchpoint marketing and lead scoring.

Clancy Relocation & Logistics

Elizabeth Domin

Marketing and Business Systems Analyst