The project
Optimum
Optimum is an employment support provider that helps individuals connect with employers and secure sustainable jobs. Operating across multiple regions and funding streams, they deliver welfare-to-work programs that focus on measurable outcomes for participants, employers, and funders.
Why They Selected Rocket CRM
Optimum needed a CRM partner that understood the complexity of welfare-to-work programmes and the unique demands of managing participant journeys across multiple contracts and stakeholders. Rocket CRM’s experience with SME organisations and its track record of creating simple, outcome-focused CRM systems made them a strong fit. Their consultative approach ensured the solution aligned with Optimum’s operational needs while remaining easy to use for staff in varied roles and locations.
Our client’s words:
“We were dealing with multiple disconnected systems that made it hard to manage participants effectively or report consistently across contracts. Rocket CRM took the time to understand how we work and what we needed, and they delivered a CRM that transformed the way we operate. The team was responsive, insightful, and practical — we’ve seen a real difference in how efficiently we can now support our clients and partners.”
— Sarah Reynolds, Programme Director, Optimum
The solution to the problem
The client’s problems
- Disconnected systems for managing clients, referrals, and outcomes
- No unified way to track participant progress across programmes
- Inconsistent performance data for reporting and compliance
- Inefficient scheduling and tracking of appointments and messages
- Limited visibility into employer engagement and job placements
- Manual processes for follow-ups, reminders, and task tracking
Our Solution
- Integrated participant management with linked notes and documents
- Clear programme tracking with automated logging of key outcomes
- Centralised employer database with vacancy and placement records
- Automated workflows for reminders, follow-ups, and compliance
- Custom dashboards and reports aligned with contract requirements
- Mobile access for advisors and staff working in the community
Passmore Cleaning didn’t set out to digitally transform—they set out to improve the way they work. Rocket CRM made that possible with a system that replaced manual chaos with clarity, control, and confidence.