Featured Case Studies
Deep-dive stories with the full challenge, solution, and results.
Systems Across Every Industry
Loan Application Processing System
Full sales-pipeline management for loan applications on SuiteCRM, with broker and client portals.
Real Estate Operations System
A bilingual (English & Chinese) platform managing properties and residents across Hong Kong.
Low-Cost Prescription Management
A HIPAA-compliant system with tailored setups for low-cost prescription management.
FlyInfinite CRM
Two consumer flight-shopping sites, one real-time SugarCRM pipeline: weighted round-robin routing, 10-minute callback SLA, Vocalocity telephony, DocuSign, and Gmail, all in one lead record.
IDS CRM: Independent Data Services
SugarCRM Professional customized to turn a drilling-services sales record straight into a formatted MS Word quote or contract in one click, with the right regional template applied automatically.
Leadstone Group CRM Migration
A complete, phased migration from Oracle CRM On Demand to SugarCRM: six milestones, each tested before the next, with zero data loss and a custom Talend ETL pipeline.
Precidia CRM
SugarCRM customized to track every hardware unit by MAC ID from quote through shipment and return, with a built-in RMA workflow, custom document generation, and NetVu integration.
Unique Home Solutions CRM
A multi-gigabyte SugarCRM rebuilt for a remodeling business: full text search returning results in milliseconds, custom crew scheduling calendars, and JasperReports-based operational reporting.
iMerge Insurance CRM
SugarCRM rebuilt for a health, life, and disability agency: leads that become households, members tracked individually and promotable on demand, and a full anticipated-to-bound policy pipeline.
Judy Carter Comedy Workshops CRM
A multi-year SugarCRM partnership that began with a broken email connection and grew into a full email marketing engine and online university integration.
Quixtec SuiteCRM ↔ Mautic Sync
A two-way webhook sync between Mautic and SuiteCRM, anchored by a lead-scoring qualification rule that tags every Lead Warm or Cold before it reaches the sales team.