SugarCRM
187 Case Studies
A SugarCRM Case Study
Audio Visual Design Group (AVDG), a San Rafael–based design-build firm specializing in audiovisual systems, needed an affordable, flexible enterprise CRM to create transparency, standardize customer-facing materials, improve workflow across sales, engineering and operations, and deliver better financial forecasting as the business scaled.
AVDG deployed Sugar Enterprise on-site via a partner and rolled it out to all employees, integrating it with D-Tools, QuickBooks and DocuSign and adding custom modules (rooms, quotes, commission calculations) to automate proposals and project workflows. The result: 20× sales growth without expanding operational costs, consolidated end-to-end customer processes, more accurate forecasting that impressed investors, and company-wide consistency and efficiency across sales and technical teams.
Tom Mattley
CFO/Operations Director