List of LionDesk CRM Customers
Carlsbad, 92008, CA,
United States
Since 2010, our global team of researchers has been studying LionDesk CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased LionDesk CRM for Marketing Automation, CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using LionDesk CRM for Marketing Automation, CRM include: LionDesk, a United States based Professional Services organisation with 46 employees and revenues of $5.0 million, American Guardian Home Loans, a United States based Banking and Financial Services organisation with 37 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using LionDesk CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The LionDesk CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Guardian Home Loans | Banking and Financial Services | 37 | $3M | United States | LionDesk | LionDesk CRM | Marketing Automation,CRM | 2023 | n/a |
In 2023, American Guardian Home Loans implemented LionDesk CRM. LionDesk CRM is deployed as Marketing Automation,CRM on their public website to capture inbound loan inquiries and centralize customer contact records for sales and marketing functions.
The deployment uses an embedded web capture configuration where site forms and lead widgets feed directly into LionDesk CRM. Configuration emphasizes contact and lead management, pipeline tracking, email and SMS follow-up sequences, and templated communications consistent with Marketing Automation,CRM capabilities for small financial services firms. Automation is oriented toward lead assignment and staged follow-up workflows to support loan origination touchpoints.
Operational scope covers the companys sales and customer service teams, consolidating prospect and borrower interactions within LionDesk CRM to streamline outreach and recordkeeping. Governance centers on standardized record creation, templated communications and workflow-driven lead stages for intake and handoff to loan officers. The implementation is focused on on-site web capture and day-to-day loan conversion processes.
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LionDesk | Professional Services | 46 | $5M | United States | LionDesk | LionDesk CRM | Marketing Automation,CRM | 2021 | n/a |
In 2021 LionDesk implemented LionDesk CRM on its public website to centralize web lead capture and customer engagement. The deployment is positioned in the Marketing Automation,CRM category and supports a U.S.-based professional services organization of 46 employees, aligning CRM and marketing automation functions with frontline sales activity.
The LionDesk CRM instance is configured to ingest website leads through embedded forms and to maintain contact management, segmentation, automated email follow-up sequences, and sales pipeline tracking. Configuration emphasizes automated nurturing workflows and contact lifecycle staging to streamline handoffs between marketing and sales and to maintain consistent engagement sequencing.
Operational coverage focuses on marketing and sales teams, with governance centered on captured web data, lead assignment workflows, and sequence management for follow-up. The rollout integrated website capture with CRM record creation and the establishment of automated outreach processes to operationalize lead qualification and contact management across the organization.
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Buyer Intent: Companies Evaluating LionDesk CRM
- Morningstar, a United States based Banking and Financial Services organization with 11115 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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