Insightly
84 Case Studies
A Insightly Case Study
Regional Development Australia Yorke and Mid North (RDAYMN) is a publicly funded nonprofit that works with public and private sector leaders in southern Australia to drive regional economic growth, infrastructure, tourism, and workforce development. RDAYMN relied on spreadsheet-based tracking that made it hard to measure KPIs like businesses served and grants assisted, and needed an all-in-one CRM to improve project management and relationship tracking.
Insightly gave RDAYMN on-demand visibility into performance with customizable reports, dashboards, tasks and project linking, plus Outlook and mobile integration. The CRM reduced manual data entry, increased data capture and reporting accuracy for stakeholders, and boosted staff productivity and engagement—freeing the team to spend more time working with community leaders.
Joanne Buchanan
Economic & Regional Development Officer