A snowplowing vehicle clearing a snowy street

Scenario: A snow removal business using Actsoft solutions and Insightly required a way to generate new clients in our platform whenever they were first created in Insightly.

Solution: Compatibility between both platforms allowed the snow removal business to automatically create new customers in our software (based on information already entered into Insightly). This helped eliminate duplicate data entry and streamlined the process overall.

Impact: Dispatchers and back-office employees immediately experienced a more streamlined way of scheduling service requests for new customers, as they didn’t have to waste time creating new client profiles twice (once in each system).

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