Case Study: Performance Property Advisory streamlines client management and boosts ROI with Insightly

Advisory firm maximizes ROI for property investors in Australia

Performance Property Advisory is an Australian property investment firm that helps investors find, assess and acquire residential and commercial real estate. With team members and offices spread across the country and frequent client referrals, the company needed a reliable, adaptable CRM to centralize client records, track tasks and opportunities, and reduce administrative overhead.

Insightly became the single platform for contact and opportunity management, task tracking and integrations (Google Calendar, PandaDoc and a property-management sync via API). The result: faster lead follow-up, less manual data entry, clearer client histories and smoother onboarding—freeing the team to focus on helping clients secure profitable properties and supporting the firm’s growth plans.

Performance Property Advisory

Melinda Pantelis

Group Executive Assistant