Insightly
84 Case Studies
A Insightly Case Study
Spirit Sox USA, a custom sock company founded by Lisa Riggs, struggled to manage customer data in real time using Excel and needed an affordable, easy-to-use CRM that could grow with the business. The company wanted a single source of truth to organize orders, custom designs, and customer interactions while improving team collaboration and customer experience, and turned to Insightly for a customizable CRM solution.
Insightly implemented a collaborative CRM and project management system that let Spirit Sox USA track orders, upload digital sock images to projects, customize lead sources, and automate follow-up tasks. With Insightly, Spirit Sox USA improved internal efficiency, reduced time spent on administrative work and internal calls, strengthened communication and accountability, and gained real-time visibility into business performance and marketing spend.
Lisa Riggs
Founder