Case Study: SNP Communications achieves scalable, transparent project and relationship management with Insightly

Insightly makes it easier for SNP Communications to track relationships, projects, and internal initiatives

SNP Communications is a San Francisco–based creative agency (founded 1992, with offices in New York and Dublin) that delivers content, coaching and creative services for major brands. With a global team of 40+ employees and many subcontractors, customer, contractor and project information was scattered across spreadsheets and inboxes, leaving no single source of truth and making it difficult to track relationships and manage projects.

Insightly consolidated SNP’s contacts, opportunities and projects into a customizable, searchable CRM, enabling a proprietary customer-management platform with instant visibility into leads, opportunities and project status. Automated workflows and a Zapier integration converted spreadsheet processes into tracked projects with tasks and milestones, increasing transparency, accountability and operational efficiency while reducing redundancy.

SNP Communications

Jonathan De la Paz

Director of Operations