Case Study: Planned Giving Marketing achieves record sales outreach and streamlined campaign management with Freshworks (Freshsales)

Crm for Small Businesses Why Planned Marketing Switched From Insightly to Freshsales

Planned Giving Marketing, a Pennsylvania‑based marketing firm serving nonprofit donors, struggled with a one‑year stint on Insightly that left the CRM little more than a contact database. The team needed a small‑business CRM that supported bulk edits, campaign tracking and a structured sales process, so they moved to Freshsales—the CRM product from Freshworks—after a free trial showed it could meet those needs.

Freshworks implemented Freshsales with features like bulk editing, integrated email and phone, email tracking, templates, and lead scoring, enabling real‑time notifications and a visual sales pipeline. As a result, Planned Giving Marketing reports higher outreach volume than ever before, faster follow‑up and lead prioritization, and markedly reduced time and effort for email and calling activities—Allison Sanka says the team is accomplishing more sales outreach than in the company's history, and would otherwise need roughly twice the effort without Freshworks.

Planned Giving Marketing

Allison Sanka

Director of Marketing Operations