"We set the task of integrating our system with a data provider, using SFTP servers and APIs for data exchange. The information is sent to the provider, after which data is returned on a schedule, and individual cases are created for the relevant team members. Based on this data, marketing journeys and other actions are automatically triggered. 

The implementation involved complex data filtering logic and user access controls for this functionality, adding an additional layer of complexity. However, Shovti handled this task effectively, ensuring the necessary flexibility and security in access. 

The outcome was excellent! What used to take one of our employees around 100 hours a month is now fully automated. This has reduced time spent to just a few hours per month, significantly improving efficiency. The number of projects completed over several years of work is in the dozens, and we plan to continue working with Shovti. 

Shovti is a reliable partner who has helped take our system to a completely new level!"

Ryan O'Kane 

CEO & Co-Founder of Arbor Financial Group 

"Usually, mass sending requires a good level of knowledge of the CRM system, as it involves managing templates, lists, and tracking communication. 

However, Shovti simplified the entire process. They streamlined it down to just three clicks, allowing users with the most basic CRM skills to easily manage mass communications. Whether it's sending Text messages, Flyers, or Emails, Shovti created a single, intuitive interface where all types of communication can be handled in one place. 

This user-friendly solution empowers our team to execute complex tasks with ease and without needing extensive CRM expertise, saving both time and resources."

Hannah Gibson 

Marketing Director of Arbor Financial Group 

"We have over 500 users in our system, each working with a complex structure of projects and responsibility zones. 

Vitali set up a single, universal system that efficiently collects user requests, automatically creates DevOps tasks and bug reports based on project specifications and key metrics. This system ensures that all responsible parties receive notifications with all the necessary information. 

Additionally, users who submitted requests are kept constantly updated on the status of their inquiries, providing full transparency and improving communication across the team."

Patty La Giglia

Sr. Managing Director of Arbor Financial Group