CRM Specialist Automated 70% of Pipeline Management in 30 Days
Atlas Capital's deal pipeline was managed entirely by hand. Their Breeze CRM Specialist rebuilt the entire workflow in GHL and reclaimed 25 hours a week for the team.
Marcus W.
Managing Partner, Atlas Capital Group
70%
of pipeline management automated
$6,400/mo
saved on staffing costs
60hrs
time to placement
The Challenge
Atlas Capital's deal pipeline lived entirely in manual spreadsheets and follow-up reminders, costing the team hours every week and creating room for deals to slip through the cracks.
The Solution
Breeze matched Atlas with a CRM Specialist who rebuilt their entire pipeline workflow inside GHL, automating stage transitions, follow-ups, and reporting.
Roles hired for
“Better performance at a tenth of the cost, the pipeline just runs itself now.”
Marcus W. , Managing Partner, Atlas Capital Group
The Results
The team reclaimed roughly 25 hours a week previously spent on manual pipeline upkeep, redirecting that time toward closing deals.
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