Insightly
84 Case Studies
A Insightly Case Study
PCG Digital is a digital marketing agency that helps car dealerships with SEM, social advertising, SEO, and content. Facing data silos and poor integration—sales on Salesforce couldn’t communicate with project management and marketing systems—the company needed an affordable CRM to act as a single source of truth across sales, operations, and marketing.
PCG Digital migrated to Insightly, implementing integrated task management, customizable fields, and relationship-focused record structures in about six weeks with hands-on support. The switch centralized data, sped onboarding and cross-team collaboration, and cut total cost of ownership by 40% versus Salesforce; routine reporting tasks that once took a day now take about 15 minutes.
Jamie Paton
Director Of SEO