Case Study: Insite Digital achieves operational control and accurate billing with Accelo

How Insite Digital Systemized Their Agency

Insite Digital is an 11-person Cornwall-based e-commerce and Magento development agency that grew rapidly from a team of 3. As the business expanded, a disconnected mix of CRM, project management, time-tracking, billing and spreadsheet tools — with most work managed by email — left the team without visibility, created manual overhead and made accurate billing and post-project retainers impossible.

Adopting AffinityLive gave Insite Digital a single, Google Apps‑friendly platform to centralize client records, projects, sales and support, automate workflows and track retainer work. The result was greater business visibility, more accurate billing and flexible client options, reduced manual effort and the ability to scale while focusing on delivering better client experiences.

Insite Digital

Daniel