8 Sales Automation Platform Success Stories [2023]

Updated: January 18th, 2023
Start A Sales Automation Platform

Here are some real life success stories of starting a sales automation platform:

1. GreenRope ($1.92M/year)

Lars Helgeson (from San Diego, California, USA) started GreenRope about 15 years ago.

Revenue
$160K / month
Team
1 founders / 15 employees
Location
San Diego, California, USA

Case Study

My name is Lars Helgeson and I am the founder of GreenRope, a CRM and marketing automation platform. Our company started in 2000 as an email marketing SaaS and in 2008 decided to focus on the challenges that businesses face in managing sales, marketing, customer service, and operations.

GreenRope has over 1,000 customers in over 20 countries, ranging from startups to universities and municipalities.

on-starting-a-160k-month-crm-automations-company-after-a-us-air-force-career

2. CLOSEM ($360K/year)

Richard Miles and Laura Betterly (from Clearwater, Florida, United States) started CLOSEM over 3 years ago.

Revenue
$30K / month
Team
2 founders / 1 employees

Case Study

I’m Richard Miles, along with Laura Betterly, one of the two co-founders of CLOSEM. We developed a super-easy-to-learn-and-use software tool that helps entrepreneurs and small business owners automate the time-consuming work of following up with leads, prospects, and customers and increasing sales.

At the same time, we do get as much, if not more, satisfaction from hearing “your support is fantastic” or “we made $7,000 in our first week” or “I got my first campaign going in 20 minutes.” Or this one, which came in while I was writing this: “Thank you again for the product, I just got deposits for 7 new cities from 2 leads yesterday!”

i-came-home-from-africa-to-build-a-200k-year-sales-automation-software

Learn more about starting a sales automation platform:

Where to start?

-> How much does it cost to start a sales automation platform?
-> Pros and cons of a sales automation platform

Need inspiration?

-> Examples of established sales automation platform
-> Marketing ideas for a sales automation platform
-> Sales automation platform slogans
-> Sales automation platform names

Other resources

-> Sales automation platform quotes

4. Pipelyne ($360K/year)

Subscribe: https://www.youtube.com/c/NathanLatkawatchPipelyne CEO Adrian Casey: Pipelyne helps home service companies double inbound leads... Visit them: www...

Adrian Casey (from Cork, Ireland) started Pipelyne over 2 years ago.

Revenue
$30K / month
Team
1 founders / 7 employees

Case Study
  • Adrian Casey is a civil engineer and the co-founder of Pipelyne, a leading e-commerce solution for companies offering home services.
  • Adrian developed a digitization platform for his company Swyft Energy to help him with customer acquisition. Seeing how much the technology helped him, he decided to create a SAAS platform to help home service businesses.
  • Pipelyne uses a customized web form to collect zero-party data, rewarding your consumers with an immediate recommendation to increase conversions and sales without adding additional marketing expenses.
  • Pipelyne doubles inbound leads for home service companies while requiring no additional marketing expenditure.
  • The bootstrapped business currently serves 25 paying companies and generates $50K ARR.

Watch the full video on youtube.com ➜

5. InterFace ($180K/year)

Subscribe: https://www.youtube.com/c/NathanLatkawatchInterFace CEO Daniel Poston: Automate Real Estate Sales Process... Visit them: www.interface.reSee more ...

Daniel Poston (from San Diego, CA, USA) started InterFace over 4 years ago.

Revenue
$15K / month
Team
1 founders / 23 employees

Case Study
  • Daniel R. Poston, a real estate agent in Los Angeles, is the founder of InterFace, a provider of data superpowers for real estate sales and marketing.
  • Daniel found a tech co-founder through Upwork and bootstrapped his business to 15K MRR in less than 12 months.
  • Real Estate Data creates micro-SaaS products for automation and analytics to help real estate teams and agents make the most of their CRM and data platforms.
  • Interface aids real estate teams in converting more clients and accelerating growth.d
  • Daniel plans to grow his business through acquisition and merger with a complementary business.

Watch the full video on youtube.com ➜

6. Magic Sales Bot ($12K/year)

Ryan Doyle (from New York, NY, USA) started Magic Sales Bot over 2 years ago.

Revenue
$1K / month
Team
1 founders / 1 employees

Case Study

I’m Ryan Doyle, a sales rep who learned to code. I grew up in the Finger Lakes of New York, went to school for Business Administration, and dabbled with their entrepreneurship clubs, making a few websites, and eventually selling one.

I make a lot up as I go along, and I’m constantly adapting to what my customers need. My last big pivot was in November, and since that point, it’s steadily been growing about 10-20% a month. The occasional down-month still helps me reorient and make better decisions, though!

from-sales-rep-to-engineer-i-quit-my-job-to-build-the-software-i-wish-i-had-in-my-sales-career

7. eWebinar ($600K/year)

Melissa Kwan (from Vancouver, BC, Canada) started *eWebinar * over 4 years ago.

Revenue
$50K / month
Team
2 founders / 0 employees

Case Study

My name is Melissa Kwan, I am the co-founder and CEO of eWebinar. I started this company with David Dawson, CTO of eWebinar and also my life partner.

how-a-non-technical-founder-bootstrapped-a-50k-month-automated-webinar-platform

Pat Walls,  Founder of Starter Story
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