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customer story
Since replacing Excel sheets with Pipeline CRM, Reno Renovation has experienced a 10% business growth in the past two years. This enabled them to hire more staff and take on more projects.
Founded in 2011, Reno Renovation has established a strong reputation for delivering exceptional construction services in the Chicago area and its surrounding suburbs. Their expertise encompasses a wide range of projects, including new construction, preservation, and restoration, with services spanning from general construction to interior remodeling.
As Reno Renovation experienced significant business growth, it became evident that their existing spreadsheet-based operational workflows were no longer adequate. The increasing complexity of projects and the expanding business demanded a more robust solution. Recognizing this need, the team adopted Pipeline CRM.
To gain further insights into the transformative impact of Pipeline CRM, we spoke with Jillian Shuttleworth, Office Manager at Reno Renovation. Our discussion explored how the team successfully transitioned from manual spreadsheets to a streamlined CRM system and the subsequent positive outcomes, including a remarkable 10% annual growth rate achieved over the past two years.
Reno Renovation’s work involves many construction details and complicated project timelines. To preserve time for growing the business, the team must be extremely efficient in keeping clients, staff, and contractors informed and satisfied.
For years, they attempted to do this with one massive Excel spreadsheet, organized by Open, Pending Payment, and Paid deals. However, the team easily made errors when navigating the spreadsheets.
They deleted some data, missed key customer information, or entered incorrect details. Spreadsheets weren’t the ideal long-term sales construction solution for Reno Renovation.
“It was really crazy,” Shuttleworth recalls. “Sometimes we’d accidentally delete things or put them in the wrong field. We couldn’t run reports. Finally, a new employee did some research and found Pipeline CRM. It has made my life so much easier, and clients feel like we’re really on top of things.”
Sometimes we’d accidentally delete things or put them in the wrong field. We couldn’t run reports. Finally, a new employee did some research and found Pipeline CRM. It has made my life so much easier, and clients feel like we’re really on top of things.
Like many other companies, Reno Renovation had established its own unique sales processes. However, in construction, each client often presents distinct needs and design preferences. Recognizing this level of customization, Reno Renovation sought a platform that could be easily adapted to their specific requirements without the constant need for customer support intervention.
While exploring Pipeline CRM, the team was delighted to discover its exceptional level of data customization. This included the ability to add custom fields, implement data validation rules for customer information, and even modify deal names to align with the team’s language. Furthermore, since Pipeline CRM is modeled after Excel, the Reno Renovation team found it easy to get started and mastered the CRM solution in no time.
“What really sold us on Pipeline CRM was the customer service and realizing that we could customize everything—the colors, the custom fields, the order, and names of the stages. We realized this could really work for us, the way we wanted to do our work,” commented Shuttleworth.
She also added, “I love the capability to add and tweak things in a second. I don’t need to go through you guys. It’s not complicated.”
By utilizing Pipeline CRM as their central hub for all project-related information, the Reno Renovation team has significantly enhanced their operational efficiency. Our CRM facilitates seamless information sharing, enabling both in-office and field teams to access the necessary data quickly and easily. This, in turn, minimizes the risk of miscommunication and ensures that all team members are working from the same set of information.
“I have Pipeline CRM on my screen all day long,” says Shuttleworth. “When our guys in the field call me, I can give them answers instantly. What’s the access code for this lockbox? What’s the number for that plumber we worked with last year? When is the carpet going to be delivered? There it is!”
Additionally, Shuttleworth also appreciates the way Pipeline CRM tasks help her team stay on top of business priorities. Our Smart Agenda automatically pulls out the upcoming tasks from multiple deals, allowing the team to easily check their schedule, contact leads, and get things done.
“Every morning, I start with a quick look at my dashboard, to see the big picture of where all our deals are by stage. Then I follow up with people to resolve overdue tasks before moving on to what’s due today,” said Shuttleworth.
Pipeline CRM’s robust task prioritization system empowers the Reno Renovation team to shift their focus from the nitty-gritty of daily operations toward achieving strategic business goals. For example, the CRM prompts timely follow-up on submitted bids and facilitates the consistent nurturing of long-term client relationships.
As shared by Shuttleworth, “We’re really happy with Pipeline CRM. We’ve recommended it to friends and other contractors. It’s our daily pulse.”
Reno Renovation has experienced consistent growth, achieving a 10% increase in sales year-over-year for the past two years. What’s the secret to their success? According to Shuttleworth, it boils down to prioritizing customer satisfaction while fostering strong relationships with both their team and subcontractors.
Pipeline CRM has played a pivotal role in achieving this success. By streamlining their construction sales system, Pipeline CRM has enabled Reno Renovation to deliver exceptional construction services that consistently meet the highest industry standards.
Want to experience the transformative power of Pipeline CRM for your own business? Sign up for a free 14-day trial today.
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