Cabinet Designs Tampa Discovers that a Small Business Can Get the Benefits of a $100,000+ CRM Software for a Fraction of the Cost

Dependence on Excel

Charles was frustrated with the way his business was heavily dependent on spreadsheets and file-sharing software. For every customer project, they had a separate Excel spreadsheet where information on the customer was populated by a salesperson when a lead was originated and subsequently more information around products, accessories, and services were added to generate a quotation.

Power of CRM, Flexibility of Excel

Charles was frustrated with the challenges of working with multiple spreadsheets and email threads, where he was spending a lot of time approving and coordinating important tasks for delivering an order. He was also spending hours every week to consolidate data from multiple sheets to get an overview of his business – from sales reports to sales commissions, from inventory turnover to installation tasks. He wanted to streamline his business but did not have the high investments ($$$) required for popular, but heavy and expensive, software solutions available in the market. He had firsthand experienced the challenges of expensive (>$100k) and complex software that had recently failed and was looking for something agile, yet scalable.

Cost Effective

Orgzit turned out to be the perfect match for CD Tampa. They quickly moved their complete lead to cash workflow – including leads management, quotation, invoices, inventory management, project trading, PO generation, and order fulfillment processes onto Orgzit. Charles was able to achieve what the $100k+ software was not able to provide at much lower cost and much faster. He’s now happy managing his business from a centralized dashboard and focusing on expanding to multiple locations.