Case Study: Congruent Story achieves a scalable sales organization and higher close rates with Insightly

Insightly makes it easier for Congruent Story to build a scalable sales organization

Congruent Story is a Syracuse-based, brand-first creative marketing agency (10–50 employees) that needed to add a scalable sales capability to its services. Founded in 2015, the team lacked a formal process for tracking leads, forecasting revenue, and managing a growing pipeline, and sought an easy-to-use CRM with strong reporting and integrations.

Insightly provided pipeline tracking, expected-revenue forecasting, inbox integration, and out-of-the-box connections to tools like MailChimp and Slack, streamlining lead-to-opportunity workflows and automating routine tasks. As a result, Congruent Story gained a central source of truth for deals and documents, improved forecast accuracy and resource allocation, sped up handoffs to project managers, and now closes more deals while delivering higher levels of client service.

Congruent Story

Levi Spires

Director of Business Operations & Finance