How Stamina Helped Insta Streamline Project Management and Proposal Generation

Insta is an electrical engineering and solutions leading company, having successfully operated in the Georgian market for over 26 years. We provide comprehensive electrical engineering solutions tailored to various sectors, including electrical installation services switchgear production, automation, extra low voltage solutions, lighting and green technologies.

Start My Free Diagnostic Now

About Process

We started by mapping Insta’s sales, project management, and document creation workflows to identify operational bottlenecks and opportunities for automation.

Based on the findings, we implemented Pipedrive CRM with custom pipelines tailored to different engineering services and project types. We then developed a comprehensive Smart Docs template library for proposals, quotes, contracts, and technical documentation, allowing project data to automatically populate client-facing documents.

After configuring reporting, workflows, and automation, we trained the sales and project teams to ensure smooth adoption and long-term scalability.

Start My Free Diagnostic Now

The problem

As Insta LLC continued to grow and manage increasingly complex engineering projects, sales and project information became scattered across spreadsheets, emails, and manual documents. Proposal creation was time-consuming, contract management lacked consistency, and leadership had limited visibility into pipeline performance. The team needed a centralized system to streamline project tracking, accelerate document generation, and improve collaboration across departments.