Case Study: A Fitness Solutions Company achieves rapid CRM automation and time savings with Intetics

A Fitness Solutions Company Automates Major Processes Using RPA in CRM

Fitness Solutions Company, a provider of an innovative SaaS club management platform and revenue-cycle management services, faced a large CRM that required automation to reduce time spent on routine operations. They engaged Intetics to introduce RPA into the CRM, leveraging technologies such as UiPath and UiPath Orchestrator Cloud to streamline processes.

Intetics implemented RPA solutions built with state-machine project templates, automating 20+ processes and 55 sub-flows and delivering the first automations within months of kickoff. As a result, agents can always see the quantity and reason items were processed or unprocessed, administrators receive prompt alerts on job failures, and overall operational efficiency improved—part of a 10-year ongoing collaboration with Intetics.