Insightly
84 Case Studies
A Insightly Case Study
Atlanta Eats is an Atlanta-based multimedia company (TV, website and social media) that showcases the city’s restaurants and bars. As sponsorship interest grew, the small sales team relied on Excel and Google Sheets, creating bottlenecks and a lack of visibility; the company needed an intuitive, cloud-based CRM at the right price to manage its pipeline.
Insightly provided a user-friendly CRM, hands-on support, and features like linked records, lead-to-opportunity conversion, dashboards, custom reports and QuickBooks integration. The result: greater pipeline transparency, less time on administrative tasks, improved accountability and KPI tracking, and a more efficient sales process with plans to expand use of Insightly’s project and email tools.
Jon Teplow
VP of Marketing and Co-Founder