Case Study - A custom CRM solution for the customer experience team
ClearInsider empowers ClearInsight’s customer experience team to manage customer interactions, securely communicate internally, and efficiently track pipeline activities.
- Client
- ClearInsider
- Year
- Service
- Web development, CRM
Overview
ClearInsight operates a growing network of providers and needed a way to keep its referral partners organized. We collaborated with the team to create ClearInsider, a lightweight CRM purpose‑built for dental referrals.
The application consolidates practice information, referral history, and communication logs. Because it connects directly to ClearInsight.ai, practices can see appointment updates without leaving the dashboard.
What we did
- Product design
- Custom CRM
- Integrations
- Web development
- Faster onboarding
- 30%
- Practices
- 30+
- Uptime
- 99.9%
- Missed referrals
- 0