Case Study: EnterpriseIS streamlines operations and boosts team productivity with Insightly

Insightly makes it easier for EnterpriseIS to track the moving parts of its business development activities

EnterpriseIS is an Australian business-transformation consultancy serving manufacturing, mining, utilities and government clients. The firm relied on spreadsheets and email to manage client information, which scattered data and made it hard to track interactions and business commitments—so they needed a CRM to centralize and streamline client management.

After trialing vendors they chose Insightly for its personalized support, easy customization without consultants, and QuickBooks integration. By using opportunities, projects, tasks and workflow automation, EnterpriseIS now converts conversations into tracked projects, gains 360° visibility across the team, and has streamlined back-office and client-facing operations—resulting in higher staff productivity and better-engaged customers, with dashboards and tighter QuickBooks integration planned next.

EnterpriseIS

Dan Henricson

Operations Manager