Case Study: Tualatin Soil and Water Conservation District streamlines conservation management and stakeholder communication with Insightly

How Tualatin Soil and Water Conservation District ensures great stakeholder communication and program organization with Insightly

Tualatin Soil and Water Conservation District (Tualatin SWCD) needed a better way to manage conservation programs after new public funding helped the organization grow from five employees to more than 20. Moving beyond spreadsheets and basic communication tools, the team chose Insightly as their CRM because it was flexible, customizable, and a strong fit for their diverse stakeholder needs.

Insightly helped Tualatin SWCD link contacts to multiple programs and projects, track statuses with pipelines and dashboards, and automate workflows through a custom integration with their project management app and PandaDoc. The result was better visibility, stronger stakeholder communication, and major efficiency gains, including saving hours of manual work and reducing data-entry errors while improving budget management and reporting.

Tualatin Soil and Water Conservation District

Aaron Shaw

Director of Natural Resources