Insightly
84 Case Studies
A Insightly Case Study
NowPow, founded in 2015, is a healthcare technology company that helps care teams prescribe and refer patients to high-quality community resources through an e-prescription platform. Rapid growth created rising demand from hospitals, health centers, and social service agencies, and the company needed a user-friendly, affordable CRM to replace spreadsheets and support both sales and customer success workflows.
Insightly consolidated contacts, opportunities, correspondence, and business intelligence into a single system, with Outlook integration, project-based post-sale coordination, workflow automation, and custom reporting. The result: a company-wide intelligence hub that sped migration off spreadsheets, smoothed sales-to-success handoffs, reduced overlapping communications, improved pipeline visibility, and positioned NowPow for continued revenue growth.
Emma Roberts
Director of Sales