Most of Chicago Athletic Club’s business comes from two main sources: walk-ins and web inquiries. Before using sales software, they used Excel sheets to track follow-ups, such as calls, emails and scheduled tours around the club.
A close friend recommended Pipedrive to Kellan as a cost-effective and intuitive CRM solution and he and the rest of his team haven’t looked back since.
Today, with the help of Pipedrive, they can easily track all interactions with potential customers, making sure that they follow up in a timely manner at crucial stages of the sales process – something that was extremely difficult to do when using just spreadsheets.
Not only can Pipedrive track the activities and interactions that you have had with the customer, but it also allows you to see all the email conversations that you and your lead have shared.
Pipedrive’s clean minimalistic style was perfect for their needs. The only customization they needed was to change the Pipeline stages to better fit their sales process. They imported their prospects from the previous month into Pipedrive using the easy and intuitive built-in import tool and continued from there.
As soon as Chicago Athletic Club made the switch from spreadsheets to Pipedrive, the benefits were immediately apparent:
They could easily add and track activities to deals and prospects, which was very difficult to achieve with spreadsheets
It was easier to share information between members of the team as, in Pipedrive, you can simply invite team members as users and share/assign deals and prospects
With Pipedrive’s mobile app, you can access all your data anywhere at the tap of a button
Pipedrive’s Web Forms feature automatically creates deals and contacts from inquiries on their website
They could seamlessly integrate with other software, such as Gravity Forms, Xero and many more