Case Study: Pactia achieves faster contracting and a 360-degree customer view with Vtiger CRM

Pactia - Customer Case Study

Pactia, a Colombian real estate private equity fund, needed a better way to manage scattered customer data and disconnected sales teams across multiple product lines. Before working with Vtiger CRM, Pactia relied on spreadsheets, WhatsApp, and paper, which caused duplicated outreach, limited visibility into customer history, and made cross-selling difficult.

With Vtiger CRM, implemented with support from Conexo Soluciones, Pactia unified its teams with Vtiger One View, automation, workflows, and print templates. The result was a faster, more coordinated sales process: contract turnaround dropped from 2–3 months to 30 days or less, while automated follow-ups saved time and gave the team better customer insights for decision-making.

Pactia

Sergio Zapata

Customer Service Manager