Case study

Cows Mobile Storage of Orlando

Lead to quote to booking to QuickBooks Online with the information entered once — no double entry, and countless hours of accounting entry saved.

Modules used

CRM & Sales
Quoting & Booking
Real-Time Inventory
Billing & Reporting

The challenge

Before Stella

When quoting, booking and accounting live in different places, the same customer details get typed in again at every stage — and answering 'where is that box?' means asking somebody rather than looking it up.

The solution

What they run today

Cows Mobile Storage of Orlando runs the quoting and CRM system in Stella so a customer moves from a lead on their website, to a quote, to a booking, and then to QuickBooks Online with the information only put into the system once. Box locations are looked up directly in Stella.

The results

Outcomes in the customer's own words

Paraphrased directly from Cows Mobile Storage of Orlando's published testimonial. We publish no figure a customer hasn't stated themselves.

Any box located quickly in Stella
Quoting and CRM system working across the sales journey
NO double entry — customer information entered into the system only once
Website lead flows through to quote, booking and QuickBooks Online
QuickBooks Online integration has saved countless hours of accounting entry
Delivered at what the owner calls an affordable cost

Stella Software has been great!! Now we can look in Stella and find out where any of our boxes are quickly. The quoting and CRM system works great. NO double entry! Customer goes from lead on our website, to a quote, to a booking and then to QB online and the info was only put in the system once. The QB Online integration has saved countless hours of accounting entry. All of this at an affordable cost. Thanks Stella!!

Charles Litton, Owner, Cows Mobile Storage of Orlando

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