Case Study: INEX achieves seamless remote collaboration and increased revenue with Act!

Act! provides a simple, intuitive, and logical CRM solution for INEX

Ottawa‑based INEX has provided preparedness toolkits and support services to funeral homes, cemeteries, hospices and families since 2000. When the company’s team moved to fully remote work during the COVID‑19 pandemic, INEX needed uninterrupted operations, reliable collaboration, and centralized, accurate customer data and onboarding processes to maintain service levels and scale into new markets.

Working with Act! CRM and Act! Marketing Automation — and Act! Certified Consultant Keystroke.ca — INEX centralized and cleaned its data, standardized client onboarding, automated segmented marketing campaigns, and used shared calendars and task lists for seamless remote collaboration. The result was faster, consistent service from any employee, better lead conversion and new client acquisition (including financial planners and hospices), increased revenue, and reliable tech support.

INEX

Corrine Bryson

Founder and CEO