Insightly
84 Case Studies
A Insightly Case Study
BookFuel, a Denver-based self-publishing services company that has helped authors publish over 1,100 books and is actively managing 400+ projects, faced a costly Salesforce setup that tracked sales but lacked integrated post-sale project management. The disjointed systems forced duplicate data entry, limited delivery visibility, and made it hard to manage the full customer lifecycle from lead to finished book.
Switching to Insightly gave BookFuel built-in project management, automated activity sets, and pipeline dashboards that convert won opportunities directly into projects and eliminate re-entry. The result: shorter project cycle times, improved on-time delivery and customer satisfaction, optimized staffing, and clearer marketing ROI and business visibility.
Jay Johnson
Co-Founder and Chairman