Case Study: Kearns & West achieves a single source of truth and streamlined pipeline visibility with Insightly

Insightly makes it easier for Kearns & West to track relationships and visualize its pipeline

Kearns & West is a woman-owned strategic communications and collaboration firm founded in 1984 with offices across the U.S. The 10–50 person PR firm struggled with disparate contact systems—Access databases, Outlook, and spreadsheets—that made it hard to track outreach, engagement, and business development activity. They needed a simple, centralized CRM to streamline contact management and pipeline visibility.

Insightly provided an intuitive CRM with Office 365 mailbox integration, Kanban pipeline views, and linked contact/opportunity records that replaced manual systems. The result is a single source of truth that keeps distributed teams in sync, auto-links emails to the right contacts, improves pipeline transparency and projections, speeds user adoption, and saves time—making meetings and business development more effective.

Kearns & West

Amanda Roberts

Director