Implementing a CRM for agencies helped DO OK shorten meetings, boost productivity and onboard new teammates with ease.
Headquartered in Wrocław, DO OK aspires to be more than just another software development company — its mission: to offer live-changing software services.
“We help the founders of products which heal people or the Earth,” says CEO and Head of Business, Dmitrij Żatuchin, explaining the firm’s focus on delivering solutions for FinTech, MedTech, Healthcare and Transport.
A decade after its founding, the agency has evolved into a global brand with more than 50 employees in offices across 3 European countries.
💻 DO OK is a consultancy and software development company. If focuses on delivering comprehensive software services for FinTech, MedTech, Healthcare, supply chain using blockchain, big data, web applications, mobile and end-to-end solutions.
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The team has successfully completed 90 projects for clients around the world, including the Netherlands, Denmark, Germany, Poland, the UK, Norway, Estonia, Finland, Russia, and the United States.
For a mission-guided agency like DO OK, growth is important, but only when aligned with the company’s core values. When it comes to earning revenue, Dmitrij explains, “The goal is to have a data-driven sales department aligned with the company’s mission.”
“The goal is to have a data-driven sales department aligned with the company’s mission.”
DO OK is one of those companies that doesn’t wait for a problem to land on their doorstep. If they can see it on the horizon, they’re going to be prepared. One of the challenges that DO OK has faced is growing the organization and measuring the performance.
The DO OK team
Back in 2018, Dmitrij took it upon himself to scale up the success that the agency was seeing. “I had to scale myself or club myself,” he laughs, “I needed a tool to put the whole history in one place. Contacts, success stories also. And that’s also when we were onboarding our first business developer to the company.”
“I needed a tool to put the whole history in one place.”
Although Dmitrij used Zoho in the past, he decided to look for a new CRM for agencies. “After online research, comparing existing options within the available budget,” he explains, “I decided to introduce amoCRM.”
“After online research, comparing existing options within the available budget, I decided to introduce amoCRM.”
The CEO of DO OK explains the primary reasons for choosing amoCRM:
Dmitrij emphasizes the importance of having a detailed view of the lead card in the CRM. To make sure that there is enough information, his sales team found the following tools extremely useful:
Dmitrij also highlights the importance of overseeing the team’s activities and consolidated reports in the Stats section. These reports provide general information on all leads, contacts, and to-dos in amoCRM. The data is easy to understand — it’s illustrated as a chart and graph.
He adds, “Every month we can analyze the pipeline’s stages and conversion coverage.”
“Every month we can analyze the pipeline’s stages and conversion coverage.”
Dmitrij has also customized the Dashboard — where you can view major sales performance indicators right in front of you.
The CEO of DO OK explains that once the lead is won, the data about this lead automatically gets sent to Google Analytics.
“Our conversion rates and workload became transparent — we can share all data with a team.”
Dmitrji summarizes the results that amoCRM — CRM for agencies, has brought about:
Set up isn’t hard, but if you’re feeling intimidated, reach out to one of our amazing expert partners — they’re ready and willing to get your team using CRM for agencies today.
Prefer to take amoCRM for a test drive yourself? Try CRM for agencies free for 14 days >