Case Study: Annexus Health achieves streamlined CRM and expanded oncology provider outreach with Insightly

Healthcare tech improves patient access with Insightly

Annexus Health’s assistPoint platform helps oncology providers match patients with financial and nursing support programs, reducing paperwork and widening access to care. As interest and leads surged — with more than 250 cancer centers already using assistPoint and thousands of physicians still to reach — the company needed a CRM with out-of-the-box integrations, robust functionality, and the scalability to add features and users as it grew.

Annexus implemented a tailored Insightly instance with an intuitive UI, organization/contact modeling, pipelines and Projects, and integrations with Google Docs, OneDrive, Power BI and SupportBee. The CRM centralized customer data, streamlined lead and support tracking, and positioned the team to engage physician groups now and pharmaceutical/life sciences partners next, supporting plans to scale to thousands of centers and expand the team after a planned Series A.

Annexus Health

Kerry Bradley

Co-Founder