• Will expand Insightly’s customer success, support and professional services programs
  • Adds phone support to better serve the needs of midsize customers
  • Hiring rapidly to double the size of customer success organization over next six months

SAN FRANCISCO—August 23, 2017—Insightly, the CRM for building lifelong customer relationships, today announced that it has hired Kelly Roy to expand its customer success organization. As Insightly gains traction among midsize businesses, its customer success, support and professional services teams have increased their involvement in the entire customer journey of these organizations. Kelly will broaden the scope of these programs and double the organization’s size in order to serve the increased volume of midsize customers choosing Insightly.

Kelly brings more than 15 years of leadership experience in CRM and Software as a Service (SaaS) companies like salesforce.com, iLinc, Infusionsoft, Intuit and eloyalty. Kelly brings a wealth of customer success experience to the table. At salesforce.com she spent six years in a variety of customer success, sales and technical roles designed to acquire and serve enterprise customers. Previously, she served as vice president of customer success at iLinc, where she increased customer retention by 50 percent. Prior to that, she expanded Infusionsoft’s customer success organization from eight to more than 40 employees.

Doubling Headcount, Offering Omnichannel Support To Help Midsize Customers

Thousands of larger enterprises have already selected Insightly, including some of the world’s largest healthcare and manufacturing companies. Insightly is already the most popular CRM software for small businesses, but is rapidly expanding its presence in larger organizations.

To better serve these midsize customers, Insightly is implementing an omnichannel customer support strategy to deliver a seamless customer experience. This omnichannel strategy includes phone support, email support, live chat, an online customer help center, as well as expanded coverage for international customers.

“Insightly is positioned for massive growth, and I couldn’t be more excited to join at this particular time,” said Kelly. “With devoted subscribers and a mission to help businesses gain lifelong customer loyalty, Insightly is leading the way for CRMs of the future.”

Insightly has generated momentum following its $25M Series C funding round in April 2016, and will nearly double its headcount to 160 employees by the end of 2017. This growth will include an expansion of the customer success organization over the next six months, as well as the addition of a sales team dedicated to midsize businesses.

About Insightly

Insightly provides customer relationship management software for businesses of all sizes across all industries, including manufacturing, consulting, health & wellness, media and others. With more than 1.5 million subscribers worldwide, Insightly is the most popular CRM software on the G Suite Marketplace.

Media Contacts

Michael Kellner, Treble
1-415-425-4773
[email protected]