Custom CRM

Toolbox Handbook Thumbnail

We assembled this user guide for our home-grown Customer Relationship Management (CRM) solution that we called the Toolbox.

Description

Leads were coming in from many different sources:  the website, social media, emails, phone calls, the backs of napkins.  We wanted to serve our customers as best as we could, but we didn't have a system to do it.  So we considered buying a CRM solution that anyone could buy or building our own to give ourselves a competitive advantage and saving over $180k per year in SaaS licensing fees.  We built our own and called it the Toolbox.