C5 Insight is a consultancy of 14 employees that is located in Charlotte, N.C. Founded in 2000, the company provides CRM and ECM consulting and system integration and custom software development for a variety of industries.
C5 Insight provided a CRM upgrade for an accounting firm. They helped develop a workflow, then conducted the upgrade from version 4.0 to version 2011. The client appreciated C5’s collaborative and personal approach to the project.
“They're extremely accessible, and that's the one thing that really stands out to me. They've been extremely responsive to us.” — CRM & Business Development Manager, Accounting Firm