Case Study: gNIS achieves rapid event lead follow-up and on-the-spot scheduling with servis.ai CRM

FreeAgent CRM is a Game-changer for Etta at Her Biggest Event of the Year

gNIS, a specialized consulting firm for ServiceNow’s IT Business Management led by founder and CEO Etta, needed a simple, visual CRM to capture event leads and improve timely follow-up. To solve slow manual processes and missed post‑event opportunities, gNIS chose servis.ai to deploy FreeAgent CRM for email and Outlook integration, a visual Accounts dashboard, and an actionable Next Steps to‑do list.

servis.ai implemented FreeAgent CRM with a smooth import and quick email/Outlook syncing, giving gNIS immediate lead capture, on‑the‑spot appointment scheduling at events like ServiceNow Knowledge, and a clear task-driven workflow. As a result, gNIS eliminated the previous follow‑up delays, saved significant time on lead management, and regained responsiveness to convert more event contacts into opportunities.

gNIS

Etta Wilson

Chief Executive Officer