Improved cross-department collaboration in one taco channel

Insightly is a CRM platform built for growing businesses. When Laura Freeman, Manager of Customer Success, wanted to improve peer recognition across the company, she didn't start with a mandate — she started with data. An internal Employee Net Promoter Score survey revealed that employees genuinely wanted more ways to recognize each other. That insight became the business case for HeyTaco.

Starting with the right question

Before launching, Laura asked a fundamental question: was this about incentivizing kindness with monetary rewards, or was it more about acknowledging effort and prioritizing genuine connection? The answer shaped everything. Insightly chose not to implement a rewards store. Instead, they focused on the intrinsic value of peer-to-peer recognition — the simple, powerful act of one colleague seeing another's work and saying something.

Laura presented the benefits to leadership across engineering, sales, and customer success before launch. Everyone saw the value. And when HeyTaco went live, the team confirmed it immediately — nearly 500 tacos were sent in the first two weeks alone. "People were all over it," Laura said. "As leaders, we didn't have to do much."

A channel for the whole company

Recognition at Insightly happens in a public company-wide channel where tacos fly across teams, time zones, and states. The visibility is intentional. When engineers recognize customer success reps, or sales celebrates a product milestone, it breaks down silos in a way that org charts never can. We're deeply focused on our work at Insightly — HeyTaco gives the team permission to pause, celebrate, and connect.

Recognition tied to core values

Insightly went further by launching a Core Values HeyTaco campaign using TacoTags. Each quarter, the team focuses on one company value. In Q1, the focus was "Make Customers Happy" — with teammates tagging recognition with #happycustomers whenever they spotted it in action.

By anchoring recognition to values, every taco becomes more than a thank-you — it's a signal of what the company stands for. The public channel reinforces that message company-wide.

By weaving peer recognition into the fabric of how Insightly teams communicate, Laura turned a simple survey insight into a lasting cultural practice. The tacos kept flowing — and the whole company felt it.