“G Suite integration was an important feature for us. Insightly automatically synchronizes our email conversations, calendars, and documents and significantly reduces administrative work.”

“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 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."

"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’s best selling point is its flexibility. Features such as custom fields, workflow automation, email templates, record linking, and advanced reporting have helped us grow, and they’ll continue to do so in the future.”

"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."

"Insightly is a user-friendly, affordable resource that has become a critical asset to the Summit Security operations team. I can’t see living without it."

"The key to CRM is seamless integration. We use Gmail and Google Apps extensively and really enjoy the tight integration provided by the Insightly Gmail gadget. With Insightly, we get an easy-to-use, fully integrated CRM and document management tool that users rely on every day."

"Since using Insightly, we have managed to increase our client base by 200 percent. The ability to monitor opportunities has proven invaluable."

“Insightly increases capacity by automating the sales pipeline. As a result, our sales team is able to take on more leads, close more deals, and provide even better customer service.”

“Prior to Insightly, we had to manually enter contact records into our CRM. Insightly’s web-to-lead forms automatically create and route lead records on our behalf, freeing up more time for other value-added activities.”

"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 offers a robust library of videos and self-help materials. We’ve also had a positive experience with Insightly’s customer success team.”

“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.”

“We’ve streamlined our order management workflow with Insightly. Insightly projects let us track each order in the pipeline. Tasks ensure nothing is slipping through the cracks.”