2.4× more quotes sent
A twelve-person wholesaler replaced a spreadsheet, a shared inbox, and an invoicing tool with one workspace.
Orders arrived by email, quotes lived in a spreadsheet, and invoices were raised in a separate tool. Nobody could answer what a customer had been promised without asking three people.
Every company, contact, quote, and invoice moved onto one record, with the shared inbox attached. A workflow now drafts the follow-up when a proposal goes quiet for three days.
Quotes go out the same day, invoices follow automatically, and the team stopped rebuilding context before every call.
We used to lose a day a week finding out what we had already promised someone. Now the promise is on the record.