Case Study: PDS Group achieves streamlined lead and opportunity management with Insightly

Insightly makes it easier for PDS Group to capitalize on business opportunities

PDS Group is a leading Australian construction project management firm (offices in Sydney, Brisbane, Perth and Melbourne) working across residential, commercial, industrial and other sectors. Rapid growth exposed limits of their spreadsheet-based approach, creating data accuracy issues and a need for a web-based CRM to simplify contact, lead and opportunity management.

They implemented Insightly across the organisation in a few weeks to provide a single system for contacts, organisations, leads and opportunities, with Outlook and OneDrive integrations, custom opportunity stages and pipeline reporting. The result was streamlined lead management, improved data integrity, fewer duplicate records, reduced administrative work and increased capacity and productivity.

PDS Group

Amy Barrington

Executive Assistant