154 Insightly Testimonials

"For us, Insightly is by far the best, most simple, yet sophisticated CRM solution. I’d recommend Insightly to SMEs that want a streamlined system. The integration with Gmail and Google Apps makes managing the sales process a breeze."

“Insightly is a user-friendly platform and has contributed to our collective knowledge. We’re only starting to realize the full potential of Insightly.”

"Insightly is the business partner I never had it's brilliant!"

“We’ve transitioned off of spreadsheets and moved everything to Insightly. Project pipelines provide real-time insights and ensure everything goes smoothly for our clients.”

"I went from a skeptical non-believer to an advocate in just days – drinking the Insightly Kool-Aid."

“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.”

“Within two or three weeks, everyone had gained a clear understanding of how to use Insightly. It’s accessible to the entire team and frees up additional capacity for project delivery, which should lead to growth for the company.”

"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."

"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."

"When Insightly released its paid version, we jumped on it, even though the free version was doing great things for us, Insightly has become a strategic asset to our sales process, and we use just about every feature its team makes available. The result in our sales pipeline is invaluable."

"Account managers and project managers occasionally identify new leads, but they don’t have full access to Insightly. We’ve built a Google Form that collects the data and automatically creates a lead record in the app."

“Insightly helps us stay on top of key sales metrics, such as opportunity volume, engagement, and throughput. Accessibility to reliable business intelligence has been a major perk of using Insightly.”

“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.”

"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."