Case Study: USA-Based Financial Firm eliminates paper reports and streamlines leads & projects with WORKetc

This financial firm didn’t want to drown in paper reports, so they looked for a cloud-based all-in-one CRM solution

This US-based financial consultancy serving oil, gas and real estate clients was growing quickly and drowning in paper reports, spreadsheets and email. With two partners working from different coasts and increasingly complex, long-running projects, they needed a single cloud system to capture leads, convert them into projects, and keep communication and collaboration centralized.

They implemented WORK[etc], using customizable web forms to automate lead capture, a visual sales pipeline for tracking and forecasting, and a robust project module with granular permissions and threaded discussions. Integrated Gmail/G Suite tools let users create and attach records from email and keep client correspondence tied to projects. The result was a paperless, centralized workflow with clearer communication, better lead-to-project conversion, improved visibility into sales and revenue forecasts, and higher overall efficiency.