Case Study: Total CSR achieves more closed deals and saves 2 hours per day with Zapier

A Small Team Closes More Deals and Saves 2 Hours Per Day with Zapier

Total CSR, a lean three-person team that provides insurance onboarding and training, was getting buried in repetitive admin work as its client base grew. CTO Trenton Berry needed a way to reduce manual data entry, manage leads, and keep up with orders and payments without losing focus on sales and customer work, and turned to Zapier for automation.

Zapier connected Total CSR’s tools like WooCommerce, QuickBooks Online, Gravity Forms, Insightly, and ScheduleOnce to automate key workflows. New WooCommerce orders now create QuickBooks customers and sales receipts automatically, while lead and demo data is pushed into Insightly without manual copying. The result: Total CSR saves over 10 hours of work each week, which Berry says translates to about 2 hours per day.

Total CSR

Trenton Berry

Chief Technology Officer