Case Study: Guardian Home Improvements achieves streamlined storm-recovery customer service and increased revenue with Insightly

Home improvement company eases the burden of storm recovery

Guardian Home Improvements, founded in 2008 and serving homeowners across the northeastern U.S., specializes in storm-damage repairs and works closely with insurance carriers. The 10–50 person company needed a more powerful CRM than its basic system — primarily for Gmail integration, contact management, lead tracking, and role-based permissions — to stay organized and manage customer recovery work efficiently.

Guardian implemented Insightly, using the Gmail Sidebar, intuitive record tracking, customizable pipelines, role permissions, and reporting to centralize leads, save emails and documents directly, and ensure timely follow-up. The change boosted daily productivity, reduced oversights, improved customer service, and helped maximize revenue and future growth opportunities.

Guardian Home Improvements

Jon Goodman

Operations Manager