Case Study: SAV Systems achieves rapid growth and superior customer experience with Workbooks CRM

Workbooks CRM Underpins SAV Systems Growth

SAV Systems is a UK specialist in energy-efficient heating and ventilation that grew rapidly—from £7m to £25m turnover in four years—and now operates from multiple offices with around 75 staff and a c.25% share of the UK market for Danfoss Flatstation solutions. That growth exposed the limits of a basic, project-focused CRM: the company needed a simple, easily adopted system to record and track prospects, provide a single view of customers and deliver market intelligence to support further expansion.

SAV chose Workbooks CRM for its fit, implementation approach and ease of use, rolling out a 60-seat system on time (ahead of schedule) with high adoption across sales, BI and technical support. The CRM now drives lead tracking, engineer allocation and historical insight, helping the business target the right products to the right segments, scale technical support (from 3 to 13 engineers), improve customer experience and become a business‑critical tool underpinning ongoing revenue growth.

SAV Systems

Jose de Almeida

General Manager