Case Study: Innovative Management Solutions achieves a unified CRM and streamlined customer journey with Insightly

Insightly makes it easier for Innovative Management Solutions to manage the entire customer journey, from prospect to project

Innovative Management Solutions (IMS), a Plano-based project management services firm founded in 1993, needed to boost demand for its Oracle Primavera training but struggled with a fragmented tech stack. The team had identified over 11,000 target companies but found Salesforce implementations convoluted and HubSpot expensive and hard to manage, so IMS sought a single platform to unify sales, marketing, and project delivery.

IMS migrated to Insightly, gaining a unified CRM with native marketing automation, project management, and out‑of‑the‑box integrations (PandaDoc, Office 365, Shopify via Zapier). The switch created a single source of truth, made prospect engagement and campaign nurturing easier (about 500 prospects nurtured monthly), cut proposal preparation from nearly two days to about 15 minutes, enabled seamless conversion of opportunities into projects, and built scalable workflows that support faster growth and higher engagement.

Innovative Management Solutions

Roby Watters

Sales & Marketing