154 Insightly Testimonials

“From an administrator’s standpoint, Insightly is especially useful for reporting and analytics. With Insightly dashboards, we monitor a variety of key metrics, such as lead volume, sales cycle, and task count.”

“Simply put, Insightly aligns with our core values of earning client trust, collaborating, providing solutions, and evolving. It’s a great solution, and it has solved many of the challenges we were facing.”

“What stood out about the Insightly solution is that they give you a base to work with and you can mold that to fit your business processes.”

“Across the board, Insightly is an excellent fit for our business. It helps us create an enhanced sense of internal transparency, which has led to an improved experience for our clients.”

"Insightly is as easy to use as a filing cabinet or a paper clip-so easy, it's Zen-like. Even our non-technical staff can use Insightly effectively, so it’s improved our employee satisfaction and productivity across the board."

"It was seamless to work with Insightly Professional Services on these eight integrations. We sat down and told them what we needed. In each case, they said they could help us hit our goals."

"Insightly actually listens to its customers and works with us to find creative solutions to sometimes complex issues. That’s a big deal for us."

"It’s one of the best CRM products I’ve ever seen, and I’ve been using CRMs for a long time. Insightly is easily configurable without the need to hire pricey technicians or consultants."

"What really stands out with Insightly is how easy it is to get started. It’s intuitive and really drives sales rather than getting in the way of the work that we need to do."

"Insightly took us out of the old school into the new school. We now have an easy-to-use CRM solution that beats our previous pen-and-paper or Excel spreadsheet process."

“Our goal is to use Insightly for all new clients. Insightly lets us deliver greater value by optimizing our work and our data. We’re excited to roll it out company-wide.”

"Insightly helps make my life easier. As managing director, I know that my sales team is in control of its relationships with clients, and I can check in at any time, from anywhere, to get a clear look at our customer base."

"Dashboards keep users informed about the status of each deal. We’re able to visualize new business written, opportunities still in the pipeline, and the value of each pipeline stage."

“Insightly is perfect for the mid-market clients we serve: it offers full functionality, it’s easy to use, it has a unified platform, a modern interface, and great price point.”

"Each sponsorship opportunity could potentially be linked to several custom objects in Insightly. Custom objects provide a flexible way to manage and track our sponsorship commitments."