Case Study: SierraConstellation Partners achieves streamlined client relationship management with Insightly

Insightly makes it easier for SierraConstellation Partners to track and manage client relationships

SierraConstellation Partners (SCP) is an interim management and advisory firm serving middle‑market companies across industries like automotive, healthcare, manufacturing, technology, and transportation. As demand grew, consultants relied on individual spreadsheets, making it hard to track contacts, opportunities, and marketing efforts, so the firm needed a collaborative CRM to centralize client and opportunity management.

Insightly delivered a 360° view of client relationships with mobile and Outlook access, MailChimp integration, and opportunity-to-project conversion that preserves custom fields. The result is a cohesive sales and marketing information system that gave consultants company‑wide visibility, improved capacity planning and project delivery, enabled targeted campaigns, and created measurable value for both consultants and marketing staff.

SierraConstellation Partners

Tammy Levine

Marketing Manager