Case Study: Insightly achieves 1540% increase in onboarding engagement and tripled freemium conversions with Pendo

Insightly increased onboarding engagement by 1540% and tripled freemium conversions

Insightly, a CRM for small and midsize businesses, faced low in-product onboarding engagement and underused premium features among its large freemium user base. The team needed a way to guide new users to core functionality and test feature-driven upgrade paths without heavy engineering investment.

Using Pendo Guides, Insightly launched a native-feeling welcome modal with video tutorials and getting-started tasks and ran a targeted in-app trial offer to ~4,000 free admins. The onboarding modal drove a 1540% increase in video viewership and 40% longer view duration, while the trial campaign produced a 10% sign-up rate in two days (431 trials) and converted at three times the rate of typical free users—enabling rapid, low-code experimentation and measurable growth.

Insightly

Teresa Rocha

Director