Case Study: Multifamily Utility Company triples sales and scales nationwide sales operations with Insightly

Insightly makes it easier for Multifamily Utility to track, manage, and scale its sales operations

Multifamily Utility Company is a utility submetering and billing firm that helps property owners reduce expenses, recover utility costs, and increase operating income across all 50 states. As the company scaled and repeatedly made the Inc. 5000 list, its sales team needed an intuitive yet powerful CRM to streamline lead and customer management and chose Insightly over Salesforce and Microsoft Dynamics for its simpler, more focused feature set.

Insightly’s easy-to-use interface, customizable fields and dashboards, Outlook sidebar, and integrated task management let Multifamily Utility tailor the system to apartment-unit–based metrics, centralize data, and speed onboarding. The result was a scalable, more productive nationwide sales operation — with 62% of sales reps actively using the platform, real-time reporting and transparency, and the company reporting dramatically increased sales while improving workflow efficiency.

Multifamily Utility Company

Dawn Bennet

Director Of Business Development