Insightly
84 Case Studies
A Insightly Case Study
Krauss‑Maffei Corporation, the U.S. headquarters of a Munich‑based leader in plastics‑processing machinery, needed to modernize its reaction process machinery division’s sales operations. The team relied on spreadsheets and document‑routing apps and required an enterprise‑grade CRM with native workflow capabilities to automate a complex quoting process and streamline pipeline management.
Insightly’s intuitive interface, customizable fields, and workflow automation replaced spreadsheets and accelerated quoting—automating a process with 63 decision nodes—and enabled fast adoption through strong onboarding and support. The result was greater efficiency, improved cross‑office communication, more accurate forecasts and reporting, and a single source of truth for the sales team, with plans to add users and migrate project management into Insightly.
Seth Rodden
Regional Sales Manager, Composites