Case Study: Mowery Construction achieves a single source of truth and boosts efficiency with Insightly

Insightly makes it easier for Mowery Construction to capitalize on business development initiatives

Mowery Construction, a Mechanicsburg, Pennsylvania design-and-build firm founded in 1925 and responsible for over $2 billion in completed projects, needed a more scalable way to manage business development. With contacts and opportunities scattered across Outlook and Excel, the team lacked a single source of truth, which hindered collaboration and growth tracking as the company expanded across healthcare, distribution, senior living, and education markets.

Insightly delivered a cloud-based CRM to centralize contacts, leads, opportunities and 40 years of project data, plus automated workflows, email integration, an Outlook sidebar, dashboards and advanced reporting. The result: eliminated data silos, faster lead follow-up, clearer opportunity tracking, improved forecasting and capacity planning, and measurable gains in efficiency, productivity and collaboration — with rapid implementation and plans to extend insights via Power BI.

Mowery Construction

William Sutton

Vice President of Business Development