Case Study: YaVe Tequila achieves a streamlined sales pipeline and faster deal conversion with Insightly

Insightly makes it easier for YaVe Tequila to convert and manage sales

YaVe Tequila is a New York–based startup known for playful, innovative spirits (including the world’s first mango‑flavored tequila). As demand grew, the small but ambitious sales team—ranging from veterans to new reps—needed a simple, mobile-friendly CRM to capture leads on the go and manage a scalable sales pipeline.

YaVe implemented Insightly, using its mobile app (including card‑scanning), contact access, and a structured lead→opportunity→project workflow. The intuitive UI and responsive support drove rapid adoption, improved pipeline visibility with dashboards and reports, and helped reps close deals more efficiently—making Insightly a key enabler of YaVe’s growth.

YaVe Tequila

Joe Cruz Jr.

Founder & President