Case Study: Evolve BioSystems achieves faster, more efficient customer outreach with Insightly

Evolve BioSystems switches to Insightly and partners with professional services

Evolve BioSystems needed a flexible, modern CRM to centrally manage contacts and organizations, plus a scalable and reliable way to track product distribution. Using Insightly, the company replaced an inflexible legacy system that made adoption difficult and slowed sales and field teams, especially for managing multiple addresses and mobile use.

Insightly implemented an intuitive CRM with a flexible mobile app and customizable data structure, then added a Shopify integration to automate sample shipping and follow-up. With Insightly, Evolve BioSystems went live in three to four weeks, can onboard new employees in about three hours, and cut a process that took three people and 30 minutes down to one person and three minutes, while improving accuracy, productivity, and faster customer service.

Evolve BioSystems

Garrick Heuer

Director Of Information Technology