Insightly
84 Case Studies
A Insightly Case Study
IT Consultis is a tech agency that helps global brands execute digital transformation across China and other Asian markets, with an 80‑person team across three countries. Aiming to be Asia’s top tech agency, the company generated high volumes of leads from events, partners, and social outreach and found spreadsheets and handwritten notes could not support its ambitious growth—IT Consultis needed an intuitive, flexible, fully integrated CRM to scale sales operations.
IT Consultis implemented Insightly for its user‑friendly interface, configurable fields and layouts, and out‑of‑the‑box integrations (Gmail, Xero, Zapier) to automate lead capture and reduce manual entry. The CRM supported a new sales playbook, cleaner contact data and real‑time dashboards, producing a predictable, repeatable sales process, measurable year‑over‑year revenue growth, and a scalable foundation for future headcount expansion.
Adrien Boué
General Manager