Cleanform / Our work / Sales floor

Case study · Sales floor

Dialer + CRM: $4,500 a month down to $300.

Four stitched-together tools became one system we own. Adding a rep costs nothing.

4 tools · $4,500+/mo→1 system · ~$300/mo
~93%lower monthly cost
$50K+saved per year
$0per added seat
BeforeA per-seat dialer, a per-seat CRM, a scheduling tool and a Zap to keep them talking. About $4,500 a month for eight closers.
The problemEvery new rep was a $560-a-month decision before they made a dollar, and the Zap broke whenever a vendor shipped an update.
AfterOne system: dialer, script, dispositions, pipeline and the closer's day in one screen, hosted in our own cloud account.
ResultAbout $300 a month in hosting. Seats are free, so we hire when we want to, not when the invoice allows.
Dialer screen during a live call, with the call script, customer details and disposition buttons
Live call
Closer's Today view with appointments, texts waiting and no-shows to power dial
The closer's day
Pipeline board from booked to closed, with power dial on each stage
Pipeline

Live product, sample records.

More of our work

Inventory: every unit tracked from checkout to first sale.OperationsOutreach: from copy and paste to a pipeline that runs itself.Brand outreachRep cards: from a tool nobody used to one everybody does.Field sales

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