Peradeo

BACKGROUND

Please describe your company and position.

I am the Founder of Keen Management

Describe what your company does in a single sentence.

Keen Management provides personalized health insurance solutions tailored to individual needs and budgets.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peradeo to accomplish?

• Build a custom CRM system to manage client information efficiently.
• Automate lead tracking and follow-ups to improve client engagement.
• Streamline internal workflows for onboarding and policy management.

SOLUTION

How did you find Peradeo?

Online Search

Why did you select Peradeo over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Peradeo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Peradeo helped us build a custom CRM system specifically for our insurance business. They worked closely with us to understand how we manage clients, policies, and leads, and designed a system that would make our daily workflows much easier. The team also added automation for follow-ups and reminders, so we could keep in touch with clients without extra manual work. They made sure the system was easy to use and provided guidance for our staff along the way.

Key Deliverables:

• A custom CRM for managing clients, policies, and leads
• Automated workflows for follow-ups and reminders
• Pipeline management to track insurance applications and renewals
• User-friendly dashboards for quick insights
• Training and documentation so our staff could use the system effectively

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Since implementing the custom CRM, we’ve noticed a big improvement in how we manage leads and client information. Follow-ups with clients are now automated, which has helped us respond faster and stay on top of potential opportunities. Our team spends less time on manual data entry, and the new dashboards make it easy to see where each client or application stands. Overall, it’s streamlined our workflows, improved efficiency, and made our day-to-day operations much smoother.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team’s project management was excellent. They kept us updated throughout the entire process and made sure we understood each step. All deliverables were completed on time, and they were very responsive whenever we had questions or needed adjustments. They listened to our needs carefully and made sure the CRM system worked exactly the way our team needed it to. Overall, it was a smooth and stress-free experience.

What was your primary form of communication with Peradeo?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out to me was how they translated our business needs into a practical, easy-to-use CRM. Instead of just building a system, they designed it to fit our insurance processes and make our team’s daily tasks simpler. I also appreciated how proactive and responsive they were, suggesting improvements we hadn’t even considered. It really felt like they were partners in helping our business run more efficiently, not just vendors completing a project.

Are there any areas for improvement or something Peradeo could have done differently?

Everything was delivered on time, and the process was simple and hassle-free. We’re very happy with the outcome and don’t have any suggestions for improvement.

BACKGROUND

Please describe your company and position.

I am the Owner of a pizza franchise.

Describe what your company does in a single sentence.

We are a locally owned Pizza franchise providing high-quality pizzas and fast, friendly service to customers in Regina

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peradeo to accomplish?

• Optimize the website and online listings for local SEO to attract more customers in Regina and surrounding areas.
• Drive higher online and in-store sales while enhancing the overall customer experience through faster, more reliable order processing.
• Connect the POS system with the back-end operations to reduce manual errors, improve order tracking, and increase operational efficiency.
• Integrate a seamless online ordering system to allow customers to place orders directly from the website or mobile devices.

SOLUTION

How did you find Peradeo?

• Online Search
• Referral

Why did you select Peradeo over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Peradeo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team helped us upgrade our website and connect it with our in-store systems. They redesigned the site to make it mobile-friendly, faster, and easier to navigate. They also added online ordering features that link directly to our POS system, so orders flow automatically without manual entry.

In addition, they optimized our local SEO to help more people in Regina find our store online. They handled everything from planning and development to testing and staff training.

Key deliverables included:

• A new, fully responsive website
• Integrated online ordering system connected to POS
• SEO improvements for local visibility
• System testing and staff training

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Integration of the POS system with back-end operations eliminated tracking mistakes, resulting in smoother order processing.
• The website became fully mobile-responsive, with faster load times and better navigation, leading to higher customer engagement.
• Online orders grew by 20% within the first month after launching the website improvements and online ordering integration.
• The connection between the website and POS system also reduced manual errors and saved our staff time when processing orders.
• Our website now loads faster, works well on mobile, and ranks higher in local Google searches, which has helped bring in new customers both online and in-store. Overall, it made our ordering process smoother and improved customer satisfaction.
• Optimized local SEO resulted in higher rankings in Google searches, increasing both online traffic and foot traffic to the store.
• Streamlined systems reduced the time staff spent on manual order reconciliation and reporting, freeing up resources for customer service.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management was great. Vatsal, the founder, personally stayed in touch with us throughout the process and made sure everything went smoothly. He explained things clearly, kept us updated, and always followed through on what he promised.

The team finished everything on time and was really responsive whenever we needed help or wanted to make small changes. They were easy to communicate with and genuinely cared about getting things right for us.

What was your primary form of communication with Peradeo?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What really stood out to me was how Vatsal and his team genuinely cared about our business. They didn’t just deliver what we asked for — they took the time to understand how our store runs and suggested ways to make things easier for us.

Vatsal was always available to answer questions and made everything feel simple, even the technical parts. You can tell he’s passionate about what he does and really wants his clients to succeed. That personal touch made a big difference for us.

Are there any areas for improvement or something Peradeo could have done differently?

There’s nothing significant that needed improvement.