Case Study: PWG boosts customer engagement and revenue with Insightly CRM

Insightly makes it easier for PWG to engage customers and scale its operations

PWG, a San Diego personal protection training and retail company founded in 2009, serves the general public, law enforcement, and military from a 42,000 sq. ft. facility that welcomes over 200,000 visitors a year. With hundreds of new visitors daily and after trying five overly complex CRMs, PWG needed an affordable, easy-to-use CRM built for a growing business to manage leads, customers, and back-office relationships.

Insightly delivered that solution with workflow automation, an open API, and Office 365, MailChimp and JotForm integrations that automatically create and nurture leads, capture vendor and employee interactions, and connect to PWG’s POS for targeted upsells. The result: higher engagement with less effort, increased course sign-ups and repeat sales, centralized data for better staffing and vendor management, and improved revenue and customer loyalty.

PWG

John Phillips

President & Founder