Case Study: CBUSA achieves 20% per-user cost savings and actionable customer insights with Insightly

CBUSA achieves cost savings of 20% per user and drives actionable insights with a switch from Salesforce to Insightly

CBUSA, founded in 2004 to give custom and independent home builders the purchasing power of larger competitors, has grown into a national network of premier builders supported by top vendors and manufacturers. The company faced inconsistent regional use of Salesforce, poor data integrity from years of duplicated systems, low CRM adoption, and a need to align data practices to analyze and improve customer retention while reducing CRM costs.

CBUSA migrated to Insightly, cleansing 15 years of data and adopting Insightly’s project features, customizable reporting, and dashboards to create a single source of customer truth. The switch delivered clearer retention analysis and customer profiling, faster, more informed leadership decisions, stronger adoption across markets, and a 20% per-user cost savings.

CBUSA

Brian Pavlick

Chief Operating Officer