---
title: "Cornerstone Security Workflow CRM | Virtual Innovation"
description: "A connected sales platform for Cornerstone Security, built around the way their team works and integrated with Fergus."
canonical: "https://virtualinnovation.co.nz/custom-crm-case-study-cornerstone/"
language: en-NZ
---
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# Cornerstone Security

## Less double handling. More business.

A connected sales platform for Cornerstone Security, built around the way their team works and integrated with Fergus.

![Cornerstone Security CRM showing a sales pipeline with demonstration customers and deal values](/_astro/case-study-cornerstone-workflow.CHfb35mP_ZvaU0h.webp)

The custom CRM, shown with demonstration data.

## Separate systems.  
Extra work.

Cornerstone’s Zoho CRM, Fergus job management software and spreadsheets weren’t working together. The team was entering information more than once, checking different systems and spending too much time keeping everything lined up.

## Built around  
their day.

- A custom sales CRM to replace their existing Zoho setup
- Fergus integrated into the way the team works
- Sales stages and processes shaped around Cornerstone
- A clearer view of enquiries, follow-ups and reporting

> “It’s been great to finally find a company that can integrate or replace our many different, separate systems with one cohesive, sales-oriented platform: our new customised Cornerstone CRM! Stephen and the team have been great to work with, delivering the initial scope. We’re looking forward to developing it further to streamline our quoting and customer follow-up processes, ensure a consistent approach to all enquiries, and maximise results and return on investment. Thanks, team Virtual Innovation!”

**Andrew Waugh**  
CEO, Cornerstone Security

## Time back. A clearer picture.

We started with our Workflow CRM foundation, then shaped it around Cornerstone’s processes and connected Fergus. The team now has a more cohesive platform, with less double handling and more accurate reporting.

The change is saving the team hours of admin. Their own processes and know-how are built into the system, giving them a stronger business asset they can keep improving.

Andrew and the team are already looking ahead. The next steps will build on that foundation, further streamlining quoting and customer follow-ups as the business grows.

## What could work  
better in your business?

Let’s find out in a free 30-minute chat.

[Let’s talk about it](https://go.virtualinnovation.co.nz/widget/bookings/discovery-call-vi)[Explore Workflow CRM](/workflow-crm/)