Sales & Business Development · 8 reps
Illustrative story — names and details are representative examples, not a verified customer.
The challenge
Apex Growth Partners ran a high-velocity outbound sales operation. Their reps were juggling five tools: a softphone, a CRM, a quoting tool, a document signing service, and a calendar app. Context-switching killed momentum. CRM data was always stale because updating it felt like extra work.
“My reps used to switch between five tools in one call. They'd forget to log notes, the CRM was always behind, and quotes took forever to send. Now everything is in UDBOARD. They actually update the CRM because it updates itself. Our daily call volume doubled and nobody worked harder — they just stopped wasting time.”
How they use UDBOARD
UDBOARD consolidated calling, CRM, and quoting into one workspace. Reps now open UDBOARD in the morning and never leave it. A call starts with one click from the lead record, the AI summary writes itself, and sending a quote takes 90 seconds from the deal view.
The outcome
Daily call volume doubled from an average of 35 to 72 dials per rep. CRM completion rate went from 60% to 98% because updating the record happens automatically. Average deal cycle dropped from 18 days to 11 days.
Features they use most
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