Teams that never let a lead go cold.
How sales teams in real estate, clinics, agencies and more run their pipeline on Subul CRM. The stories on this page are placeholders until verified case studies are approved for publishing.
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Filter by industry, then open a story to see the problem, the approach and the results.
[CUSTOMER NAME]
Multi-branch medical clinic · [CITY][CUSTOMER NAME]
Dental practice · [CITY][CUSTOMER NAME]
Marketing agency · [CITY][CUSTOMER NAME]
Car dealership · [CITY][CUSTOMER NAME]
B2B software company · [CITY]How [CUSTOMER NAME] answers every ad lead before it goes cold
One intake for every lead form, round-robin by project team and escalation after 15 minutes.
The problem
The sales team ran campaigns for multiple projects on Meta and Google. Leads arrived in shared inboxes and spreadsheets, agents picked the ones they liked, and managers couldn’t see who had called whom — or when.
The approach
The results
Result figures are placeholders and will be published only after the customer verifies them.
“[Customer quote — to be supplied and approved by the customer before publishing.]”
How [CUSTOMER NAME] turns inquiries into confirmed appointments
An appointment pipeline per branch, automatic reminders and a no-show recovery workflow.
The problem
Front-desk coordinators juggled calls, WhatsApp messages and walk-ins. Inquiries were written on paper, reminders depended on memory, and nobody called patients who missed their appointment.
The approach
The results
Result figures are placeholders and will be published only after the customer verifies them.
“[Customer quote — to be supplied and approved by the customer before publishing.]”
How [CUSTOMER NAME] keeps treatment plans moving after the first visit
Plan stages visible to front desk and doctors, with follow-up reminders and recall campaigns.
The problem
Consultations went well, but after patients left with a plan there was no system to follow up. Doctors assumed the front desk would call; the front desk assumed the doctor would.
The approach
The results
Result figures are placeholders and will be published only after the customer verifies them.
“[Customer quote — to be supplied and approved by the customer before publishing.]”
How [CUSTOMER NAME] follows up on every proposal
One pipeline from brief to signature, proposal follow-up sequences and structured win/loss reasons.
The problem
Account managers sent proposals by email and moved on to delivery work. Follow-ups happened when someone remembered, and lost deals were never analysed.
The approach
The results
Result figures are placeholders and will be published only after the customer verifies them.
“[Customer quote — to be supplied and approved by the customer before publishing.]”
How [CUSTOMER NAME] books more test drives from online leads
Leads routed by model and branch, test-drive booking with reminders and advisor dashboards.
The problem
Online leads went to a call centre while walk-ins stayed with showroom advisors. Customers were called twice — or not at all — and managers couldn’t compare channels.
The approach
The results
Result figures are placeholders and will be published only after the customer verifies them.
“[Customer quote — to be supplied and approved by the customer before publishing.]”
How [CUSTOMER NAME] keeps long sales cycles on track
Account and stakeholder entities, demo scheduling and stage-based forecasts.
The problem
Deals took months and involved several decision makers. Context lived in each rep’s inbox, so handovers were painful and forecasts were guesses.
The approach
The results
Result figures are placeholders and will be published only after the customer verifies them.
“[Customer quote — to be supplied and approved by the customer before publishing.]”
What teams tell us.
Testimonial placeholders — real quotes will be added with each customer’s approval.