154 Insightly Testimonials

"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."

“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 the number one platform and priority for our executives to scale our processes nationwide and get the insights we need to make improvements in our business."

"Insightly automates our quoting process that contained 63 decision nodes and elements. As a quote moves through the pipeline, we simply click a box to advance it to the next stage and remind stakeholders to take action."

"Customer success was excellent at onboarding us. They worked with me to ensure everyone including our CEO had the best experience possible. The training took us from the basics to how to leverage the advanced features and support is always timely in answering our ad hoc questions across time zones."

“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.”

"Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes."

“We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.”

"Insightly helps us track contacts, tasks, and customer and partner correspondence in a single, easy to use application, ensuring that my team has everything centralized in one location which makes us extremely productive and successful."

"Insightly is an intuitive and user-friendly tool that has helped our company streamline back-end processes, allowing us to focus on our core business and educate consumers about the dangers of traditional household cleaners."

"A significant part of what we offer students is the personalized support they need to apply, enter and complete the BECA program and then succeed in postsecondary schools. Insightly makes it easy for our small staff to track hundreds of students and make sure no one falls through the cracks."

“Insightly is a great platform and delivered immediate value to our business.”

“Insightly tells us where customers came from, how much they cost to acquire, and which channels are most effective. The net result is better decision making and improved return on investment.”

“Insightly’s customer support is excellent – we usually receive a helpful reply within 24 or 48 hours, which is impressive. Insightly’s documentation is also a great resource.”

"It is the most cost-effective and stress-reducing tool that we have at our disposal. We know how frustrating it can be to run a small business. Insightly eliminates the organizational and operational challenges that prevent small businesses from growing with a cost and payment structure no entrepreneur can ignore."