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CPS Proudly Launches Waldenwoods NEW CRM

06/12/2019

Since its founding in 1837, Waldenwoods Resort and Conference Center has remained a staple in our community for peaceful and relaxing get-aways and offering charming and historic venues for weddings, banquets, and conferences all while surrounded by 400 acres of wooded, natural splendor and sitting upon a beautiful 140-acre spring fed lake.

Like any business, especially ones that are generational, things need to be updated. Frustrated by using out-of-date, multi-database systems that don’t “talk” to each other, owner, Brian Crouse, contacted CPS for help. He came to our team seeking a platform that streamlines his entire business operations, and although the entire CRM is not complete, the Banquet part of it was launched in late December and functioning as intended.

Now, his entire Banquet and Conference Center team can communicate effectively with leads and clients via a customized emailer and client portal, schedule tours and events, assign/manage tasks, track leads, coordinate events, build customized event packages and contracts, classify vendors, collect payments, and easily review data through reports.



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