Case Study: MineralWare achieves deeper business insights and instant pipeline visibility with Insightly

Tech startup transforms mineral rights management

MineralWare, a Fort Worth–based startup (10–50 employees) that provides mineral rights and royalty management software to financial institutions and private investors, needed a CRM that was both affordable and easily customizable for a fast-paced tech company. After finding Salesforce cost-prohibitive for their needs, the team searched for a simpler solution that would support lead capture, reporting, and workflow automation without breaking the budget.

Insightly delivered an affordable, easy-to-configure platform with integrated lead management, workflow automation, intuitive reporting and dashboards, and Gmail/QuickBooks/MailChimp integrations. The switch produced immediate pipeline visibility and automated lead ingestion, reduced administrative work for sales reps, improved marketing ROI through better source tracking and tagging, and gave leadership a deeper, faster understanding of marketing, sales, and customer service.

MineralWare

Jeffrey Echt

Software Developer