Case Study: eHaus streamlines customer and project management with Insightly

eHaus streamlines 50+ email templates and project pipelines with Insightly

eHaus, a New Zealand construction firm specializing in sustainable Passive House design, faced a challenge managing growing client relationships and multi-phase projects as its licensee network expanded. Their spreadsheet-based system was no longer feasible. They turned to the vendor Insightly for a scalable CRM solution.

Insightly provided a flexible, cloud-based CRM that eHaus customized to track key customer demographics and project pipelines. The solution included Outlook integration and email templates, allowing the team and its licensees to securely share up-to-date information. With Insightly, eHaus decreased confusion and increased customer engagement by providing greater clarity and accountability across the design and build process.

eHaus