Our Portfolio & Case Studies

Insyrge built an automated B2B lead research and outreach workflow for a mid-market commercial capital and asset management group.

The system gathers verified prospect data, schedules outreach by recipient timezone, and keeps replies and follow-ups organised in the CRM so the sales team works from one queue.

Delivery focused on clean data, pacing that respects send windows, and a clear handoff from research into the CRM pipeline.

Insyrge designed a CRM and ledger reconciliation architecture for a freight and multi-modal logistics partner.

Sales, operations and finance were working from disconnected tools, which caused duplicate records and slow month-end checks. We connected the CRM to the ledger with a clear sync path, validation rules and exception handling so both systems stay aligned.

The engagement covered process mapping, integration design, testing and training so the client's team could run the sync day to day.

We designed and developed a custom SaaS-based operations management platform to streamline business processes, manage workflows, and centralize operations into a single system.

The platform was built to handle multi-user access, automate key workflows, and provide real-time visibility into business activities. By replacing multiple disconnected tools with one unified system, the solution improved efficiency, reduced operational complexity, and enabled scalable growth.

We developed a custom data analytics dashboard to centralize business data and provide real-time insights into operations, sales, and performance. The solution integrates multiple data sources into a single platform, enabling accurate reporting and data-driven decision-making.

By automating data collection and visualization, the system eliminated manual reporting processes and improved visibility across the organization. This allowed stakeholders to monitor key metrics, identify trends, and make faster, more informed business decisions.

We designed and implemented a fully automated CRM system for a field service business to streamline lead management, job tracking, and team operations. The solution eliminated manual processes by automating lead capture, assignment, and follow-ups, while integrating external tools for seamless data flow.

The system centralized all business activities into a single platform, improving visibility, reducing errors, and enabling faster decision-making. As a result, the business achieved significant efficiency gains, faster response times, and a scalable system to support growth.