Case Study: Planned Giving Marketing boosts sales outreach and productivity with Freshsales

Why Planned Marketing switched from Insightly to Freshsales

Planned Giving Marketing, a U.S. marketing firm serving nonprofits, found their previous CRM, Insightly, too basic for active campaign work—lacking bulk lead editing and features that add value to the sales team. Needing a system to support email-driven lead generation and streamline outreach, Planned Giving Marketing switched to Freshsales after a trial.

Freshsales delivered integrated email and phone, email tracking, lead scoring, bulk edit and bulk email tools, templates/placeholders, and a visual pipeline, enabling real‑time notifications and faster follow-up. As a result, Planned Giving Marketing reports markedly improved productivity—roughly halving the time and effort for outreach, executing more sales activity than ever, and better engaging and prioritizing leads thanks to Freshsales.

Planned Giving Marketing

Allison Sanka

Director of Marketing Operations