Intellistack B2B Case Studies & Customer Successes

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Intellistack (formerly Formstack) has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less. Across thousands of organizations worldwide, their tools and platform empower users to quickly build custom forms, automate document generation, capture eSignatures, and streamline data-driven processes—all without needing to write a single line of code.

Case Studies

Showing 156 Intellistack Customer Success Stories

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360clean achieves faster franchise openings and streamlined HR onboarding with Intellistack

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Aberdeenshire Council achieves rapid, no-code form deployment and frees two full-time staff with Intellistack

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ACCESS achieves streamlined work orders—cutting average completion from two weeks to two days with Intellistack

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AdventHealth achieves HIPAA-compliant rapid form deployment and improved security with Intellistack

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Aermec - Customer Case Study

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Megan Cuts 26 Days from Credit Union’s Membership Processing

America’s Christian Credit Union logo

Ameris Bank achieves streamlined Salesforce workflows and automated referrals with Intellistack

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Angie's List maintains near-live conversion rates during site downtime with Intellistack (Formstack)

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Ashden streamlines award applications and boosts global engagement with Intellistack (Formstack)

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Leslie Comes to the Rescue with Powerful Approval Workflows

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AYS Kids achieves major cost savings and paperless registrations with Intellistack

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Azusa Pacific University achieves 1-week faster student background-check processing with Intellistack

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How BCAR has automated multiple steps of their realtor membership applications, waivers, and enrollment processes

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Bed and Breakfast Map achieves faster listings and streamlined payments with Intellistack

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Bentley InnoMed achieves 96‑hour time savings and fast, traceable supply‑chain planning with Intellistack

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Bergamo Montessori School achieves paperless, automated expense reimbursements with Intellistack

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Bidpal Network boosts lead generation and cuts sales time with Intellistack

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Big Green achieves richer, automated story collection in Salesforce with Intellistack

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BoldThink Creative achieves streamlined client management and improved lead tracking with Intellistack (Formstack + WordPress)

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Boys & Girls Clubs of Metro Denver - Customer Case Study

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Brand Interactive Communications achieves paperless, contactless loan processing — cutting turnaround from two weeks to days with Intellistack

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Bravo Video achieves 20% increase in conversions and saves thousands with Intellistack

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Why the Carabiner Group partners with Formtack to provide innovative, customizable, and scalable solutions for their clients across a plethora of industries

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CBS Construction achieves streamlined, paperless onboarding with Intellistack Workflows

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Central New Mexico Community College achieves unified student data and reduced duplicates with Intellistack

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Chicago Fire Football Club achieves unified Salesforce fan profiles and faster callbacks with Intellistack

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Sunir Keeps a 2,000-Member Association Running Smoothly

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CNM Ingenuity, Inc. achieves streamlined lead generation and real-time responses with Intellistack

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JoAnne Creates Exceptional Digital Healthcare Experiences

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Code Black Indy achieves streamlined student enrollment, secure payments, and centralized data with Intellistack

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Crossroads Hospice & Palliative Care achieves streamlined handling of 30,000 monthly calls and faster triage with Intellistack

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Crumbs and Doilies achieves streamlined online ordering and automated order routing with Intellistack

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Custom Fitness Concepts - Customer Case Study

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Emily Automates Document Generation and eSigning for NDAs

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Designs by Tierney achieves streamlined event registration and secure online payment collection with Intellistack

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Dream2clean achieves paperless operations and faster scheduling with Intellistack

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Easy Web Recruitment achieves 50+ hours saved per month and streamlined candidate screening with Intellistack

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Eden Creative Communities streamlines contact management and boosts productivity with Intellistack

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eduWeb achieves streamlined, centralized scholarship applications and saves 10+ admin hours with Intellistack

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eduWeb achieves centralized speaker management and a streamlined Call for Proposals process with Intellistack

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Emerald City Theatre registers 80% of CPS 2nd–3rd grade classrooms and reaches 60,000 students with Intellistack

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Automating Price Quotes and Proposals in Salesforce

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Evolving Solutions achieves seamless, interactive online data collection with Intellistack

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Stephanie Launches a Digital Patient Registration Process

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Farmhouse Creative achieves streamlined client forms and workflows with Intellistack

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Festival at Sea - Customer Case Study

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Fidelity Bank achieves streamlined Salesforce workflows and faster referrals with Intellistack

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FlexPAC - Customer Case Study

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Frisco Financial Planning achieves secure, automated client intake and significant time savings with Intellistack

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How FSU College of Motion Picture Arts Streamlined Admissions with Formstack

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GadellNet cuts quote production time by 6 days and boosts sales with Intellistack

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Georgia National Guard achieves secure, time-saving digital data collection for 14,000 service members with Intellistack

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GoCheck Kids achieves real-time campaign insights and seamless conversion tracking with Intellistack

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Goose the Market achieves increased sales and national exposure with Intellistack

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Chelsea Brings Efficiency to the Insurance Sales Process

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Greater Baltimore Medical Center - Customer Case Study

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Greentech Media simplifies survey data collection and speeds reporting with Intellistack

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Holy Cross Energy achieves streamlined offline field data capture and eliminated paper processes with Intellistack

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I Use This App achieves spam-free, organized app submissions with Intellistack

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Immanuel Lutheran Church achieves streamlined communications and efficient online registrations with Intellistack

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Indiana Health Group achieves 90% online patient registration and streamlined HIPAA‑compliant onboarding with Intellistack

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Indy Film Fest achieves streamlined film submissions and fundraising success with Intellistack

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Jonathan Improves Healthcare Workflows and Saves $100,000

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Ehren Improves Data Quality with Forms, Documents, and Sign

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Chris Transforms Membership Processes with Automation

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Joosi Design achieves streamlined online wedding stationery ordering with Intellistack

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KleenMark achieves standardized HR processes and eliminates 2,000 email threads with Intellistack

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Los Angeles County Museum of Art (LACMA) achieves 5,000+ Groupon member data capture and automated membership fulfillment with Intellistack

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Lasell University achieves streamlined campaign tracking and 20 hours/month back with Intellistack

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Online Ordering Made Easy With Formstack

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LeadChat halves sign-up time and streamlines CRM integration with Intellistack

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Lenderfit achieves 10x application capacity and streamlines loan origination with Intellistack

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How Little Star ABA eliminated physical storage needs, improved data security, and increased operational efficiency by digitizing their form processes

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LocalHands.co achieves rapid market testing and streamlined task posting with Intellistack

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LoveYourBrain achieves automated course registration and 140% program growth with Intellistack

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Make-A-Wish Ireland achieves GDPR-compliant, streamlined online donations with Intellistack

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Manchester Monarchs Hockey streamlines season-ticket sales with Intellistack

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Jim Uses Digital Forms to Build Tuition Calculators

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Miami Web Company achieves 114% conversion lift and 50 development hours saved with Intellistack

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Minnesota Lynx achieves rapid, on-brand contest forms and saves development hours with Intellistack

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MissionKonnect achieves streamlined donor and volunteer registration with Intellistack (Formstack solution)

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Movember achieves streamlined fundraising and research data collection with Intellistack

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Carla Improves Access to Life-Changing Healthcare Services

Multiple Sclerosis Association of America logo

MyTruckBuddy achieves 16x faster form building and quicker customer estimates with Intellistack

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Napkin Marketing achieves major lead-generation and revenue growth with Intellistack

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How the NJCAA transformed their membership and student-athlete letter of intent processes from manual data entry to digitally automated ones

National Junior College Athletic Association (NJCAA) logo

Nebraska Department of Roads achieves reliable, professional online forms with Intellistack

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Formstack Improves Company/Client Relationship

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How Novella Infusion uses the partnership of WeInfuse and Formstack to streamline, collect, and store patient consent and data

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OBP Medical achieves clean, synced Zoho–HubSpot data and better marketing results with Intellistack

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OneOC achieves a user-friendly, form-powered website and major time-and-cost savings with Intellistack

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Pacers Sports & Entertainment achieves 5 hours saved per rep per event by automating ticket data into Salesforce with Intellistack

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Paper and Thread achieves stylish online payments and streamlined client management with Intellistack

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PATLive achieves automated customer onboarding and 240 new accounts with Intellistack

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Penrod achieves a streamlined, paperless school certification process with Intellistack

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Steve Builds Powerful Salesforce Data Capture Processes

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Louis Puts Customers First with 24/7 Access to Support

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Pragmatic Marketing - Customer Case Study

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Pronto Marketing achieves streamlined client onboarding and automated workflows with Intellistack

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ProVirtual Solutions achieves centralized, secure client form management with Intellistack

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Raidious achieves streamlined client and employee communications with Intellistack

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Red Tab Foundation achieves $20K/year savings and streamlined data management with Intellistack

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Rio Nutrition achieves 6x more quality leads in one month with Intellistack

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ROAR.PRO achieves faster app delivery and streamlined client data collection with Intellistack

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Roundpeg (Indianapolis marketing firm) achieves scalable growth and streamlined client workflows with Intellistack

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Salesforce streamlines global building operations and consolidates 80 forms with Intellistack

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How Saltwater Studios Streamlined Customer Communications and Grew Revenue Sources Using Formstack

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Select Security achieves company-wide workflow automation and reduced sales admin time with Intellistack

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Jake Streamlines Higher Education Workflows in Salesforce

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Simon Fraser University achieves streamlined student recruitment and FOIPPA-compliant data capture with Intellistack (Formstack for Salesforce)

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Adam Easily Builds Complex Workflows for Salesforce

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SmartFile achieves streamlined data collection and significant time and cost savings with Intellistack

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Soap Hope achieves streamlined feedback collection and a loyal fan following with Intellistack

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Michelle Quickly Develops a Secure Patient Intake Process

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Spencer Creates Highly Compliant Workflows in a Snap

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Southwestern Oklahoma State University achieves streamlined online forms and significant time savings with Intellistack

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Kevin Eliminates Paper from His University’s Workflows

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Andrew Saves Hundreds of Hours with the Formstack Platform

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SunGard Public Sector achieves streamlined webinar registrations and one-step approvals with Intellistack

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Synapse Consulting Group streamlines data collection and saves time with Intellistack (Formstack)

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TASC (Total Administrative Services Corporation) achieves automated applications and faster client proposals with Intellistack

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Tenon Tours achieves streamlined bookings and payments with Intellistack

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Kyle Replaces Hundreds of Spreadsheets with One Solution

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The Brunswick County Association of Realtors achieves a 2-hour reduction in membership processing time per application with Intellistack

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The Coburn Place achieves easy online ticketing and increased donations with Intellistack

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How K-12 Institution Organized Online Communication Through Approval Workflow

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The First Academy achieves paperless payments and $90K in annual savings with Intellistack

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The First Academy achieves $60K annual savings and streamlined online payments with Intellistack

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The Town of Fishers achieves streamlined resident services and cost savings with Intellistack

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Sarah Digitizes Healthcare Workflows for Back Office Staff

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The Wicklander Foundation achieves streamlined, cost-effective online grant management with Intellistack

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TinderBox delivers interactive, payment-enabled proposals with Intellistack

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Trace Media Marketing achieves streamlined workflows and improved lead tracking with Intellistack

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Tri Counties Bank achieves rapid PPP loan automation and $436.7M in funding with Intellistack

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TruInteractive boosts lead generation and design flexibility, saving time and money with Intellistack

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Twinings achieves a 2-day reduction in customer approval time with Intellistack

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U.S. Army MWR streamlines multi-step marketing approvals with Intellistack

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University of Colorado Denver achieves 87% faster funding request processing with Intellistack

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University of Houston achieves paperless, automated donation processing with Intellistack

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University of Michigan achieves same-day automated visa letter processing and hundreds of staff-hours saved with Intellistack

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University of Nebraska – Omaha (UNO) achieves streamlined workflows and time savings with Intellistack

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University of Nevada, Reno achieves 45% boost in campus visits and nearly 70% enrollment lift with Intellistack

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University of North Carolina School of the Arts achieves weeks-to-minutes late-return approvals with Intellistack

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USA Sport Group achieves streamlined international hiring and paperless HR with Intellistack

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Victor Valley College achieves secure, streamlined online services with Intellistack

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VOICE Charter School achieves automated student applications, higher payments & $4K savings with Intellistack

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Vontoo achieves rapid, developer-free form creation and streamlined data collection with Intellistack

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Vortala achieves 10× time and cost savings by enabling non‑dev form creation with Intellistack

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Jason Improves the Customer Experience with Secure Tax Forms

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Modernize the patient consent process with Formstack and Weinfuse

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West Brandywine Township - Customer Case Study

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James Cuts Patient Onboarding Time by 25 Minutes

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Using Online Forms for More Effective Multitasking

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WSI Logix achieves measurable marketing ROI and end-to-end lead tracking with Intellistack

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YETI achieves $60–80K annual savings and 100 work hours/month reclaimed with Intellistack

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Emily Fully Automates Contract Workflows and Saves $50K

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