Case Study

RoZoLo

RoZoLo is a CRM technology software company that was looking to update their technology. They wanted to create a product that could compete against the Salesforce organizations of the world. 

Intro

An Overhaul From Top to Bottom.

Once evaluating their current software solution we showed them a much more cost effective method of accomplishing their goals. 

Details

Challenge & Solution

Challenge

The UI/UX of the current software they had developed was old, antiquated, and lacking in every facet. The firm wanted a solution that was cost efficient for them, but provided them the means to compete against the Salesforce, Redtail CRM, and Oracles. 

Solution

WealthDrive was custom white-labeled, rebranded, and setup for this company to change their software without spending a small fortune. Now instead of them focusing on technology they can focus on growing their client base. 

Annual Savings

$356k

New Clients 1st 12 Months

4,112+

Sales Increase

48%

Average Revenue per Client

$225

Testimonial

“We were able to put an A-La-Carte solution of modules together to create something we had only dreamed. WealthDrive is a modern miracle!”

Elizabeth Howell – CEO