HelperMonkeys is a referral management website that helps small businesses increase their sales through word of mouth. Rather than giving away deep discounts that eat away at profits, small business owners can set their own offers and manage promoters that drive traffic and refer new customers.
After founding the company in 2011, Justin Woo needed an inexpensive way to track the activity of his six-member sales team. Initially, Excel and Google spreadsheets appeared to be his cheapest option. Woo quickly realized, though, that this method was neither efficient nor effective. HelperMonkeys needed a CRM solution that was inexpensive and easy to use. After researching several platforms, HelperMonkeys found Insightly gave him the most capabilities and was the most qualified and cost-effective tool.
Since implementing Insightly, business has expanded rapidly for HelperMonkeys. Woo estimates that his team is 20 percent more effective and is noticeably producing more leads.
Insightly has helped to relieve a lot of headaches associated with managing a sales team. As a result, I’m able to dedicate more time powering the direction of the company, rather than managing sales employees.
– Justin Woo, founder of HelperMonkeys
Find out more about how HelperMonkeys is using Insightly to be more efficient and produce more leads. Read the full story–and others like it–in our customer case study library.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
