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“Coevera is great for tracking progress on multiple deals at once.”
Cait Patel, Operations, Commonwealth Transitions
What business issue(s) was Commonwealth Transitions looking to solve with a CRM?
- Form integration
- Email campaigns
- All in one contact management
How did Coevera meet Commonwealth Transitions’ business needs?
Work in progress but going well!
Why did you ultimately select Coevera?
It seemed more robust than Agile.
How is Coevera helping the Commonwealth Transitions team?
Helping us communicate clearly on deals
What are some of Commonwealth Transitions’ favorite features?
- Appointment scheduler
- Multiple contacts within opportunities
- Tags
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