Xano521: Streamlining Payments and Boosting Sales with Builder Prime Payments Powered by Payabli

case study overview

The Company

Xano521 is built on a foundation of quality, integrity, and reliability and has quickly risen as a leader in the home improvement industry.

The Challenge

As Xano521 expanded, managing the growing volume of payments through fragmented systems was not sustainable

The How

Builder Prime Payments provided Xano521 with a unified platform that combined their CRM, production management, payment processing, and accounting operations all in one place.

The Payoff

  • 45% increase in sales
  • 37% increase in average sales amount
  • 97% increase in paid amounts

The Company

Xano521 isn’t your average concrete coatings company; built on a foundation of quality, integrity, and reliability, Xano521 has quickly risen as a leader in the home improvement industry. The company prides itself on transforming spaces while maintaining an unwavering commitment to customer service. However, as Xano521 continued to scale, they ran into a familiar issue: a fragmented payment system slowing them down, ultimately withholding them from reaching their true potential as a company.

Succeeding in the concrete coatings industry isn’t easy; it’s a highly competitive field, where companies need to balance precision craftsmanship with customer service, with the additional ability to deliver results on time–every time. For Xano521, it’s never just about concrete–it’s about transforming spaces while creating an exceptional customer experience. To maintain its edge in an industry where efficiency and trust are key, Xano521 needed a better way to handle payments and financial management.

The Challenge

As Xano521 expanded, they faced a common but critical problem: their reliance on QuickBooks for invoicing and payment processing needed to be more efficient. Managing the growing volume of payments through fragmented systems was not sustainable. The manual reconciliation of batch deposits and the need for staff to collect payments over the phone took up valuable time, slowing down cash flow, and leading to a subpar customer experience.

In the concrete coatings industry, where margins are often thin and time is money, these inefficiencies weren’t just inconveniences; they were bottlenecks that actively threatened growth. Jay, the owner of Xano521, explained the frustration: “Matching batch deposits was always a nightmare.” The lack of integration between QuickBooks and the company’s CRM and payment systems meant that valuable hours were wasted on back-office tasks, rather than on growing the business.

Beyond the internal challenges, the outdated system was also impacting that all-important factor: customer satisfaction. Manually chasing payments and handling refunds left customers frustrated, and in an industry where trust and reputation are key to driving business, this was causing serious disruptions.

The How

Xano521 needed a solution that would not only streamline payments but would also allow them to focus on delivering the very best in customer service–that’s where Builder Prime Payments, powered by Payabli, came in.

The integration of Builder Prime Payments provided Xano521 with a unified platform that combined their CRM, production management, payment processing, and accounting operations all in one place. This system allowed the company to automate key payment steps–such as sending secure payment links via email and text–and gave customers the flexibility to pay via credit card or ACH transfers. This automated process was a significant step towards greater success for Xano521, as it sped up payments and freed staff from tedious manual work.

For the back-end team, the integration with QuickBooks Online solved one of the biggest pain points, as all transactions were now automatically synced, ultimately doing away with the need for manual reconciliation of batch deposits. Jay really appreciated the simplicity that this brought to day-to-day operations: “If I had a question, I could just click into Builder Prime, and everything was right there–batch deposits, transactions, the whole thing.” The automation not only saved time but also significantly reduced the risk of errors, making financial reviews and audits a total breeze.

Issuing refunds was another area of improvement, as previously refunds had to be manually tracked across different systems, creating unnecessary complications, but now with Builder Prime Payments, the refund process was automatically handled, meaning that financial records were always up-to-speed and accurate. Jay’s CPA was particularly thrilled: “My CPA loves it… if we ever get audited, we’ll have everything we need.”

The Payoff

The impact of implementing Builder Prime Payments powered by Payabli was immediate and transformative for Xano521. With a clear and concise payment process, the company enjoyed:

  • A 45% increase in total sales month over month.
  • A 37% jump in average sale amount, as customers were more willing to commit to larger projects.
  • A 97% rise in paid amounts, greatly improving cash flow and reducing the time to close out jobs.

In an industry where cash flow can make or break a business, this improvement was crucial. The streamlined payment process built trust with customers and allowed Xano521 to commit more time to deliver top-notch service. Instead of spending hours chasing payments, staff could now focus on pleasing their customers and building the business through other avenues.

The integration also saved Jay and his team significant amounts of time; Jay estimated that they now save around three hours of staff time per month, on average, 2 hours of which are out of his own time. That time can now be reinvested into strategic growth, meaning that Xano521 stays right at the forefront of the industry; “We’re now able to focus on the important things,” Jay explained when talking about how they’re planning to propel the business forward with the new-found time.

Beyond the numbers, the exceptional customer support provided by Builder Prime was another key factor that solidified Xano521's loyalty to the platform. Even when faced with a technical glitch, the Builder Prime team went above and beyond to resolve the issue, providing timely and effective support. “The level of support was...if it was one out of 10, they were an 11 or 12,” Jay recalled, noting that this experience only strengthened his confidence in the platform. “It builds loyalty...I’m not leaving anytime soon because of that level of customer support.”

Conclusion

For Xano521, the integration of Builder Prime Payments, powered by Payabli, has transformed their payment processing and financial management operations. It’s not easy to excel in an industry as tough as concrete coatings, where precision and customer trust are paramount, but this integration has given the company a competitive edge. With a unified platform that streamlines CRM, production management, payments, and reporting, Xano521 has significantly boosted sales, improved cash flow, and increased customer satisfaction.

The company’s 45% month-over-month sales increase, and the substantial rise in paid amounts, speak to the power of a seamless, all-in-one business management platform. As Xano521 continues to redefine quality in the home improvement industry, their partnership with Builder Prime and Payabli remains at the heart of their strategy–ensuring they can deliver exceptional results while staying ahead of the competition.