Formitize Case Study: Phoenix Engraving

12 June, 2024
Case Study 34

Phoenix Engraving: https://www.phoenixengraving.co.uk/

Facebook: https://www.facebook.com/LaseringWorkshop

 

Phoenix Engraving is a dynamic company that specializes in acrylic and wooden products, continually broadening their selection. Discover their impressive assortment of Perspex and plywood acrylic shapes, perfect for crafters and hobbyists. Additionally, they gladly welcome custom orders and would be delighted to bring your unique ideas to life. Feel free to reach out if you have a specific, personalized creation in mind.

 

 

Jessica Wells, an entrepreneur from Phoenix Engraving, discovered Formitize while searching for Xero Add Ons online. Their previous business process was plagued by challenges such as time delays, errors, and laborious manual data entry. In need of a comprehensive solution, Jessica and her team turned to Formitize to address their requirements, including job scheduling, CRM (Customer Management), and accounting tasks like invoicing, quotes, and payments.

 

According to Jessica, Formitize has proven to be an invaluable asset in the day-to-day operations of their business, effectively becoming their all-in-one business solution. The benefits brought by Formitize have significantly improved their operations, and Jessica emphasizes the exceptional value for money it provides.

 

Currently, Phoenix Engraving utilizes various Formitize solutions, including Job Management, Job Scheduling, CRM (Customer Management), Leads and Sales Pipeline, and Accounting (Invoicing, Quotes, and Payments). Setting up their Formitize account was remarkably simple and quick, offering a plethora of impressive features that are user-friendly and easily comprehensible.

 

When it comes to support, Phoenix Engraving has found Formitize to be highly responsive and helpful, utilizing tools such as phone calls and emails to their Client Success Manager, the Getting Started Guide, and the User Guide.

 

Having previously used Zoho CRM, Jessica and her team made the decision to switch to Formitize due to its seamless integration with Xero. Their positive experience has led them to highly recommend Formitize to friends and colleagues, giving it a resounding rating of “10.”

 

Make the right move – go paperless and choose Formitize. Start your Free Trial Today!

 

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