Northbank Advisors manages money for around 400 households. After three years on Salesforce Financial Services Cloud they were spending more time configuring the CRM than serving clients. The team migrated 12 minutes of CSV import later and have not looked back.
“We were three years deep into Salesforce and one ops person away from a meltdown. The migration was honestly the least dramatic IT project I've ever run.”
Tessera Studio runs brand identity and packaging for around 40 active clients, several of whom are holding companies with multiple brands. They moved from HubSpot Sales Hub Professional to Tonic Desk to get a sane data model for multi-brand accounts and stop paying for seats they did not need.
“HubSpot wanted us to model each of our client's brands as a separate company. We have a holding-co client with five brands. That is five seats of friction we are no longer paying for.”
Maple & Hart Recruitment places mid-senior product and design talent across UK SaaS companies. Their previous CRM treated candidates and clients identically, which forced workarounds. Tonic Desk's dual-pipeline support let them model the actual recruitment workflow and cut average placement time by 30%.
“Pipedrive treated candidates and clients as the same kind of contact. They are not. Once we had two proper pipelines that actually talk to each other, our placement time dropped by a third.”
— Priya Hart, Co-founder, Maple & Hart Recruitment
Brakeman Cycles is a wholesale distributor of cycling accessories, supplying around 200 independent bike shops across the UK and Ireland. After three years on Zoho CRM the team needed a system that understood B2B trade accounts, net-30 terms, and recurring supplier reorders. They migrated to Tonic Desk last spring.
“We are not really an e-commerce business. We sell handlebar grips to 200 bike shops on net-30 terms. Most CRMs assume every account is a credit-card customer. Tonic Desk lets us model the actual trade relationship.”