Insightly
84 Case Studies
A Insightly Case Study
NP Hub, founded in 2015, streamlines clinical rotation placements for nurse practitioner students and has helped them gain over 115,000 hours of real-world experience across multiple specialties. With hundreds of new students each year and a seven-step placement pipeline that required cross-team collaboration, the company outgrew spreadsheet-based tracking and needed a structured CRM to manage leads, placements, and preceptor evaluations.
NP Hub implemented Insightly to centralize contact management, automate web-to-lead intake, route opportunities, and add tasks, reminders, and integrations (including Xero and Gmail) for a complete student and billing view. The result: improved productivity, fewer missed tasks, better pipeline visibility with Kanban and reporting, greater scalability to serve more students, and accelerated revenue growth.
Krish Chopra
Founder