Case Study: The Red Pen achieves increased revenue and company-wide efficiency with Insightly

Insightly makes it easier for The Red Pen to collect, share, and act on key business intelligence

The Red Pen is a Mumbai-based education consulting firm that has advised over 2,400 applicants since 2011, helping students and schools with international admissions and scalable counseling programs. As its global client base grew, the company outgrew spreadsheets and needed a CRM to streamline data collection, management, and reporting across sales, operations, marketing, and HR.

The Red Pen implemented Insightly as an organization-wide information hub — automating lead capture with web forms, managing the sales funnel via a Kanban pipeline, converting wins into projects that preserve client history, and integrating reporting, MailChimp, and mobile access. The result has been improved data quality and visibility, higher employee efficiency, stronger targeting and service reporting, and increased revenue through more data-driven decisions.

The Red Pen

Namita Mehta

Partner