Case Study: NimbleRx achieves cross-departmental alignment and accelerated productivity with Insightly

Insightly makes it easier for NimbleRx to align multiple departments and achieve shared business objectives

NimbleRx, a Redwood City–based technology company founded in 2015 that helps pharmacies improve medication access through delivery and prescription management tools, needed a CRM that could keep pace with rapid growth and align sales, operations, support, and partner success. After finding Salesforce no longer fit their evolving workflows, an interdepartmental task force was formed to identify a platform that everyone would actually use.

They selected Insightly for its customizable page layouts, reports and dashboards, project management features, and workflow automation. Rapid onboarding (live within a week) drove strong user adoption and engagement—sales touchpoints per rep rose from 10–25 to over 65 per day—and centralizing sales and operations data improved cross-department alignment, productivity, and pipeline visibility; NimbleRx is now exploring integrations (e.g., Zendesk) to extend those gains.

NimbleRx

Katie Roberts

Director Of Business Operations And Strategy