Case Study: Hardman & Co achieves centralized client insights and streamlined operations with Insightly

Insightly makes it easier for Hardman & Co to understand client relationships

Hardman & Co is a London-based market research and consultancy firm (founded 1996) that helps companies connect with the investment community through research, investor engagement, forums, capital markets advice and advisory services. With relationship data scattered across inboxes and spreadsheets, the firm needed an affordable, intuitive CRM to act as a single source of truth and give better visibility into client relationships.

Hardman & Co implemented Insightly’s out-of-the-box integrations, record linking, customizable pipelines and native project management to centralize contacts, opportunities and projects. The result is a scalable, 360-degree view of relationships, faster event coordination and client onboarding, improved follow-up via opportunity pipelines, seamless integrations with Outlook and Xero, and increased efficiency and readiness for future growth.

Hardman & Co

Kirsty Macrae

Chief Operating Officer