Case Study: Sharp & Company achieves centralized relationship management and scalable proposal tracking with Insightly

Insightly makes it easier for Sharp & Company to track relationships and proposals

Sharp & Company, Inc., a Maryland-based communications and public engagement firm founded in 1982 that specializes in transportation projects, faced difficulty sharing and tracking client relationships as its client base grew. The company needed an all-in-one contact and opportunity management system to provide a 360-degree view of relationships and to systematize its marketing and proposal process.

By implementing Insightly, Sharp & Company centralized contact management, captured contacts and correspondence directly from Outlook, and linked relationships across former and current employers. A custom opportunity pipeline (now tracking 47 active proposals) has increased transparency, improved collaboration, and provided a more scalable, process-oriented marketing approach.

Sharp & Company

Susan Sharp

Founding Partner & President