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Ntegrity

Ntegrity is a mission driven agency dedicated to empowering nonprofits to create lasting impact. Discover how they revolutionised CRM processes, transformed digital project management and boosted transparency for all stakeholders.
 

Driving efficiency

Ntegrity is committed to delivering exceptional projects and saw an opportunity to reduce manual admin and improve data accuracy.

Growing client demands and project complexity revealed the need for clearer visibility over timelines and responsibilities to keep teams and clients aligned. 

Ntegrity's unique projects didn’t fit standard CRM formats, causing manual data entry and reporting to slow workflows and add friction at scale. Ntegrity wanted to keep all stakeholders informed during production shifts and schedule changes as strong communication was key for their operations. 

The goal was clear: To streamline project scoping, scheduling and training within a flexible, scalable system to empower their teams to work smarter and deliver faster results.

 

 

 

Powering Project Precision

We centralised data in HubSpot and built custom automation to cut manual work. Clear communication flows kept teams and clients perfectly in sync, boosting efficiency and transparency.

Revenue Operations

We streamlined project tracking by migrating all data into HubSpot, using custom deal properties instead of a separate system. This gave the team a flexible, unified view of projects, making it easier to monitor progress and milestones.

We automated workflows for milestone tracking, client deliverables and reduced manual follow ups, helping projects stay on schedule and improving accountability.

HubSpot Onboarding

To ensure smooth adoption, we organised targeted workshops and refresher sessions for Ntegrity’s team, covering both Marketing and Sales Hub features.

Detailed guides on data import, formatting and Record IDs made future updates easier and empowered the team to maintain data quality independently.

This hands on approach accelerated user confidence and helped embed best practices.

Technology Solutions

We implemented several key technological strategies. We customised HubSpot to fit specific workflows, enabling smooth data flow and scalability.

This included configuring integrations and automation rules that connected sales and project data, supporting consistent reporting and operational growth.

This flexible setup was designed to evolve alongside Ntegrity’s needs, making future enhancements easier and more efficient.

 

Change Management

We partnered closely with Ntegrity to establish clear communication and feedback loops that kept everyone informed and engaged. Through tailored training sessions and ongoing support, we helped teams quickly adopt new CRM processes and tools.

This collaborative approach empowered their team to confidently use their system, encouraging strong teamwork and ensuring the changes became an integral part of their daily workflows.

 

 

 

The Benefits of this project

1

Improved Efficiency

Saving time
  • Increased efficiency and productivity for each department has helped Saasyan's team save time on daily tasks and has minimised manual processes through automation.

  • Saasyan have an improved employee experience and increase in team confidence regarding the new processes.
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2

All-in-one

Unified operations
  • Saasyan now have the ability to manage HubSpot on their own, empowering them to drive ongoing growth strategies.

  • A unified approach has minimised friction and removed siloes in their departments. This has made their processes smoother for both their customers and internally. 
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3

Market Position

Improved reputation
  • The new branding and key messaging strategies has enabled Saasyan to grow and expand in their desired markets.

  • Saasyan's key messaging has helped improve their market position. This has also helped them achieve their overall goal of reaching a global audience. 
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4

Deeper Insights

Better reporting, better decisions
  • HubSpot's CRM & software suite enables Saasyan to have better reporting and data management. Saasyan now have a single source of truth which ensures they have reliable and accurate data.

  • Saasyan can make better business decisions and rely on their systems to forecast trends and monitor analytics. This also helps to support Saasyan's growth strategies long term. 
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The project

  1. Centralised deal based projects: We migrated all project tracking into HubSpot, using custom deal properties to unify project and client data. This gave the team a single, clear view of everything in one place.

  2. Automated milestone tracking: Workflows automatically track and update project milestones, keeping both teams and clients informed on progress in real time.

  3. Streamlined workshop scheduling: We automated the coordination and scheduling of essential workshops and refresher sessions, reducing manual effort and ensuring timely knowledge transfer.

  4. Proactive client communication: Automated notifications and follow ups manage production delays and schedule changes, maintaining transparency and trust with clients.

  5. Data consistency and management: We developed automated processes for data import and formatting, improving data quality and making onboarding smoother.
 

Ntegrity's benefits

1

Project visibility

Complete clarity
  • All project and client data now live in one place, giving teams a 360° view that drives better planning and execution.
  • This unified system reduces information silos and improves cross team collaboration.
2

Workflow efficiency

Less manual work
  • Key tasks like milestone tracking and client updates are automated, freeing up time and reducing errors.
  • Automation enhances consistency and ensures critical tasks never slip through the cracks.
3

Faster adoption

Confident teams
  • Targeted training and clear guides accelerated onboarding, empowering staff to fully leverage the new system.
  • Quick adoption minimises downtime and supports ongoing team growth.
4

Proactive communication

Consistent updates
  • Automated notifications keep clients and teams informed in real time, maintaining transparency and trust.
  • Regular communication reduces surprises and builds stronger client relationships.
 

the results

 

Amy Karunanethy

We really couldn't have done it without them...

Modern Visual came recommended to us by HubSpot to support our CRM migration and CRM set up. From the very beginning we had confidence in the Modern Visual team (Luke, Kye, Lochie and Tanya) and the expertise they brought to the process. We wanted a best-in-class set up for our CRM that would fit our custom needs and ultimately drive significant revenue growth to our business. They listened well, offered strategic recommendations when what we were asking for didn't align to best practice nor our growth objectives, and guided our team through the implementation process -from migration, to set up, to onboarding. We really couldn't have done it without them.

 

  • Business Development & Marketing Lead + NFP Strategist | Ntegrity Agency
  • Highly recommend Modern Visual.
 

we have helped

 

powerful projects

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NEM_feature_front
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Nationwide_feature_front

Case Study | Saasyan

A powerful brand transformation using HubSpot's software suite. We accelerated the customer journey through better alignment and technology systems across all departments.
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Case Study | NEM

Using bespoke technology solutions and automation to eliminate time-consuming tasks and manual processes to improve efficiency and reduce demand on internal resources.
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Case Study | Hygain

This solution comprised a fully optimised and highly customised HubSpot Enterprise package that allowed for the full integration of Sales ERP and Marketing platforms.
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Case Study | Nationwide

A digital transformation that streamlines Nationwide's legacy systems and increases internal efficiency with HubSpot's software suite.
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