CRM / Automation

Optimizing tech stack to save $1,500/m and streamline processes

Our client was held back by outdated automations and inefficient systems. We unified their tools into one streamlined, scalable platform without losing functionality, optimized backend automations, and provided ongoing support. The result: 36 time-saving automations, nearly $1,500 in monthly savings, and a cost-effective CRM migration that maintained all essential features.

"I was growing increasingly frustrated over the years with Infusionsoft but as you know, if you have a CRM that you've been with that long, you're so tied in with them that it's almost scary to leave. But Baltic prime made it so easy for me. They migrated everything over for me, every campaign, every contact record, my calendars, anything that I needed, all my images, you name it [...] I was able to cancel literally $1, 500 a month in subscriptions that I no longer need because GoHighLevel has given me the platform that I have everything right there in one place. Anytime I need support, guidance, help, detective work, he drops everything and we work it out and I couldn't be more happy and I wanted to encourage you if you're considering leaving Infusionsoft or Keap or some other CRM that you're unhappy with, it's worth the money, it's worth the investment, so you go with Baltic Prime, have them handle all the heavy hitting."

Challenge:

Our client struggled with outdated automations and inefficient systems.

Solution:

We brought all their tools together into one streamlined platform without losing functionality. We optimized their backend automations and provided ongoing support to ensure long-term success.

Outcome:

  • 36 automations that save time and increase efficiency

  • Almost $1,500 in monthly savings without compromising on features

  • Migration to a scalable CRM platform at a fraction of the previous costs

The wise man therefore always holds in these matters to this principle of selection: he rejects pleasures to secure other greater pleasures, or else he endures pains to avoid worse pains.

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice is untrammelled and when nothing prevents our being able to do what we like best, every pleasure is to be welcomed and every pain avoided. But in certain circumstances and owing to the claims of duty or the obligations of business it will frequently occur that pleasures have to be repudiated and annoyances accepted.

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In a free hour, when our power of choice is untrammelled and when nothing prevents our being able to do what we like best, every pleasure is to be welcomed and every pain avoided. But in certain circumstances and owing to the claims of duty or the obligations of business it will frequently occur that pleasures have to be repudiated and annoyances accepted.