Case Study: Vitajoy USA achieves accelerated sales productivity and clearer customer visibility with Insightly

Insightly makes it easier for Vitajoy to track customer information and interactions

Vitajoy, a California–based biotech firm (10–50 employees) that develops herbal extracts, amino acids, and nutritional supplements, needed a company-wide CRM to manage growing global customer engagement. Without a formal system for tracking customer information and interactions, the sales process was slowed and knowledge was lost when team members left, reducing transparency and efficiency.

Vitajoy implemented Insightly to standardize data collection and track conversations, quotes, samples, and relationships using dashboards, relationship linking, reporting, and email tracking. The intuitive CRM drove rapid adoption, boosted sales productivity, improved visibility into rep activity and customer interactions, simplified new-hire handoffs, and leaves room to expand into advanced reporting and dashboards as the company grows.

Vitajoy USA

Casey Crane

Vice President of Sales & Marketing