Insightly
84 Case Studies
A Insightly Case Study
Kimberbell Designs, a Logan, Utah–based maker of quilting, sewing, and machine-embroidery products sold through retailers and the Kimberbell Academy, was struggling to coordinate a growing number of certified merchant events. The team relied on paper binders and spreadsheets, which became unscalable, so they needed a CRM that could flexibly track customer relationships and event details.
By adopting Insightly to link projects, contacts, and organizations—and using G Suite and MailChimp integrations—the company created a single source of truth for event workflows, reporting, and communications. The change streamlined coordination, reduced manual data entry, improved visibility into customer activity, and led to more efficient, higher-quality events with room to scale.
Brielle Lowry
Events Coordinator