Case Study: Clancy Relocation & Logistics streamlines lead management with Sugar and W-Systems

A Growing Moving and Storage Company Leans on Sugar as a Lead Management Solution

Clancy Relocation & Logistics, a growing moving and storage company, needed a better way to manage leads as volumes increased across residential and commercial business lines. Before working with W-Systems, lead tracking was handled through spreadsheets, email, and manual processes, making it difficult to see lead status, ownership, follow-up timing, or performance by source and geography. Clancy needed a CRM that could support both lead and opportunity management, improve reporting, and fit the budget and workflow needs of a lean transportation business.

W-Systems implemented SugarCRM as Clancy’s lead management solution, adding reporting, automation, lead assignment, and custom drill-down functionality to improve visibility and responsiveness. The system now captures web leads automatically, supports manual entry for phone and email leads, and helps Clancy track conversion, follow-up, and lost-opportunity reasons. With W-Systems and Sugar, Clancy has tripled lead volume year over year, doubled web traffic, reduced manual work by an estimated 7–10 hours per week, and gained real-time reporting to justify marketing spend and improve sales performance.

Clancy Relocation & Logistics

Elizabeth Domin

Marketing and Business Systems Analyst