Acumen Learning, a training company in Orem, Utah, with 18 employees and $5 million in revenue, uses Insightly because it is flexible, said the company’s marketing director, Mike Wright.
“Big business C.R.M. systems tend to dictate your processes — how you will prospect someone and get them in the system,” he said. With Insightly, Mr. Wright said he can design and modify the processes his company uses. “We wanted to add two additional steps to our sales process, and it was changed overnight,” he said. He uses Insightly’s Advanced package, which costs $49 a month.
If you want to learn more about how Acumen Learning is using Insightly, check out their case study.