Case Study: A Simple Office Solution, Inc. achieves revenue growth and streamlined sales workflows with Teamwork CRM (Teamwork)

Teamwork CRM helps A Simple Office Solution increase revenue

A Simple Office Solution, Inc., a full‑service finance and accounting firm in St. George, Utah, faced slow, fragmented workflows from a patchwork of non‑integrated apps for project management, client data, and sales tracking. Monica Perez, Director of Operations, adopted Teamwork CRM (joining their existing use of Teamwork and Teamwork Chat) in July 2019 to centralize pipeline management and eliminate time lost jumping between platforms.

Teamwork implemented a unified solution—Teamwork CRM integrated with Teamwork Projects and Teamwork Chat—giving the team one login, centralized lead notes, customizable pipelines, and built‑in reporting. The result: faster reporting (turning hours of data gathering into seconds), better follow‑up and client conversations, fewer dropped details, and an uptick in revenue and productivity as A Simple Office Solution, Inc. converted more opportunities and reclaimed time previously spent searching disparate systems.

A Simple Office Solution, Inc

Monica Perez

Director of Operations