Case Study: Fifth Step achieves streamlined account management and increased revenue with Insightly

Insightly makes it easier for Fifth Step to acquire, engage, and serve its clients

Fifth Step is an IT services firm founded in 2009 with offices in London, New York, and Bermuda that supports insurance, reinsurance, and financial services with IT governance, strategy, infrastructure, security, and systems development. To scale business development the company lacked a centralized CRM—relying on spreadsheets, address books, and memory—which led to missed opportunities and lost revenue.

Fifth Step adopted Insightly to consolidate contacts, leads, opportunities, and communications, using the Gmail sidebar, a BCC mailbox, MailChimp integration, and automated reports to link records and surface pipeline insights. The change delivered more efficient account management, better client engagement and satisfaction, improved forecasting, and increased revenue opportunities on a scalable platform.

Fifth Step

Darren Wray

Chief Executive Officer