List of PhoneBurner CRM Customers
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United States
Since 2010, our global team of researchers has been studying PhoneBurner 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 PhoneBurner CRM for 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 PhoneBurner CRM for CRM include: Unishippers Global Logistics, a United States based Distribution organisation with 1500 employees and revenues of $1.60 billion, Cetera Financial Group, a United States based Banking and Financial Services organisation with 1832 employees and revenues of $1.00 billion, Yoshi, a United States based Transportation organisation with 100 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using PhoneBurner 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 PhoneBurner 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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Cetera Financial Group | Banking and Financial Services | 1832 | $1.0B | United States | PhoneBurner | PhoneBurner CRM | CRM | 2021 | n/a |
In 2021, Cetera Financial Group implemented PhoneBurner CRM to modernize recruiting outreach for financial advisors across the United States. PhoneBurner CRM, in the CRM category, was adopted to embed calling capability directly into recruiting and CRM workflows and to increase visibility into outreach activity.
The implementation centered on direct-dial capability accessed from within Salesforce and automated tracking and reporting to capture call activity and appointment outcomes. Configuration emphasized recruiting workflows, enabling users to initiate calls from candidate and advisor records and to log activity automatically for downstream reporting.
Integration architecture connected PhoneBurner CRM with Salesforce, synchronizing call activity and appointment outcomes back into Salesforce records to support recruiting and sales operations. Operational coverage focused on talent acquisition and recruiting teams in the United States, with workflow alignment between recruiting, CRM, and appointment-setting functions.
Governance and rollout emphasized configuring Salesforce workflows and reporting to support oversight of outreach, along with user configuration for direct-dial operations. The case study notes the implementation reduced time to set appointments and improved outreach oversight.
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Unishippers Global Logistics | Distribution | 1500 | $1.6B | United States | PhoneBurner | PhoneBurner CRM | CRM | 2019 | n/a |
In 2019, Unishippers Global Logistics deployed PhoneBurner CRM to scale outbound sales and increase account executive productivity. Unishippers Global Logistics implemented PhoneBurner CRM in the CRM category to centralize inside-sales dialing and territory-based lead distribution across its U.S. operations.
The implementation emphasized PhoneBurner CRM capabilities such as automated dialing, built-in reporting, and territory-based lead distribution to streamline inside-sales processes and improve sales accountability. Configuration centered on sales cadence orchestration and lead routing rules that aligned with account executive workflows and territory boundaries.
PhoneBurner CRM was connected into Unishippers' sales operations and reporting environment to enable centralized visibility and accountability across account executives, facilitating territory assignments and performance tracking. Operational coverage focused on inside-sales and outbound account management teams across the United States.
The rollout produced measurable activity changes reported by the company, with calls per representative increasing from roughly 50–75 to well over 200 per day, and the customer cited a corresponding boost in revenue across its U.S. operations. Governance emphasized territory-based distribution and reporting to sustain accountability and workflow consistency.
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Yoshi | Transportation | 100 | $25M | United States | PhoneBurner | PhoneBurner CRM | CRM | 2020 | n/a |
In 2020, Yoshi implemented PhoneBurner CRM to power inside sales and outbound CRM driven outreach. The deployment used PhoneBurner CRM as the outbound engagement layer supporting inside sales across the United States, and the rollout corresponded with nearly 4x growth in users.
Configuration emphasized automated outbound dialing, call logging, pre recorded voicemail drops and sequenced follow ups to accelerate lead cadence. PhoneBurner CRM logged over 150,000 calls and managed voicemail and follow up templates and workflows to systematize outreach.
The implementation integrated PhoneBurner with Yoshi’s custom CRM to automate lead flow and synchronize call activity to contact records, enabling sales operations and lead management to route and prioritize contacts by engagement. This integration connected outbound dialing activity directly to Yoshi’s CRM based lead lifecycle, supporting inside sales and sales operations teams.
Rollout concentrated on inside sales and outbound teams with operational coverage across the United States, focused on lead generation, prospect qualification and conversion workflows. Reported outcomes included improved live answer and conversion rates alongside the stated call volume and user growth.
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