Insightly
90 Case Studies
A Insightly Case Study
Kimberbell Designs, a retailer specializing in sewing and quilting products, needed a more scalable way to coordinate its growing number of certified events for store owners. Their previous method of paper binders and spreadsheets was inefficient, so they turned to the Insightly CRM for a flexible solution to track customer relationships and event details.
Insightly provided a central system, linking projects, contacts, and organizations to streamline event management. Using features like relationship linking, Gmail integration, and MailChimp integration, the company improved efficiency and visibility. Insightly made the team more productive, resulting in better-organized events and happier customers, with plans to expand its use to other departments like product development.