Case Study: HeroX achieves faster innovation and higher lead-to-client conversion with Insightly

Crowdsourcing platform harnesses 98K+ heroes to solve business and social challenges

HeroX is a crowdsourcing platform launched in 2013 that connects brands with a community of 98,000+ “heroes” to solve complex business and social challenges. Facing growth constraints from a heavyweight legacy CRM, the team needed a more nimble, customizable system to track sales and project pipelines and improve handoffs between sales and delivery.

Insightly provided an intuitive hub for contacts, leads, separate pipelines, task automation, Gmail/Drive integration, and project delivery—letting HeroX convert opportunities into 360° projects, automate invoicing requests, and enforce accountability with activity sets and workflows. The result: better visibility into sales with custom dashboards and reporting, higher lead-to-client conversion, faster onboarding and innovation cycles, and increased revenue.

HeroX

Yaniv Snir

Director of Possibilities