Insightly

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Read 154 Insightly reviews and testimonials from customers, explore 84 case studies and customer success stories, and watch 4 customer videos to see why companies chose Insightly as their Customer Relationship Management (CRM)

Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco.

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Customer Rating Review Scorebased on 4122 reference ratings
4.7/5.0 (4122)
  • Market Leader 2025 2025
    Winter 2025Market LeaderCRM Software

Featured Testimonials

  • "Insightly kanbans make it easier to visualize the status of each deal. With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals."

  • "Insightly helped us transform a fairly small team into a more professional team, which makes us look like a bigger business. We’re able to handle more business thanks to Insightly."

  • "Insightly and Xero have helped Beeline consolidate the administrative functions of the business. This, in turn, has benefited our company in numerous ways: time savings equals more profit, transparent work flow makes for a happier staff, efficient record keeping results in happier customers. All of this has made the daily stuff more fun."

Featured Case Studies

  • CBUSA achieves cost savings of 20% per user and drives actionable insights with a switch from Salesforce to Insightly

  • Cutting-edge AgTech firm improves decision making and collaboration by visualizing their data in Dashboards

  • Insightly makes it easier for Congruent Story to build a scalable sales organization

Featured Customer Videos

Additional Insightly Information & Resources

Read Insightly Reviews, Testimonials & Customer References from 154 real Insightly customers.

Browse Insightly Case Studies, Customer Success Stories, & Customer References from 84 businesses that use Insightly.

Watch Insightly Customer Videos to learn why 4 businesses chose Insightly.