Case Study: Positive Approach to Care achieves streamlined operations and a single source of truth with Insightly

Dementia education organization takes positive approach to care

Positive Approach to Care, founded in 2005 by dementia educator Teepa Snow, provides training, products, and services to families and care providers worldwide. As demand for their certification courses and speaking events grew, the organization outgrew a small-team CRM and needed a user-friendly platform that could scale and centralize relationship and event tracking.

They adopted Insightly to manage contacts, leads, notes, tags, projects, and tasks—creating a single source of truth for event coordination and team accountability. The result: faster, richer reporting, less administrative work, clearer task ownership, improved revenue tracking, and a more productive workforce supported by strong onboarding and customer success resources.

Positive Approach to Care

Amanda Bulgarelli

Chief Operating Officer