“Kanban views let us monitor productivity and forecast pipeline revenue. We use the data in Insightly to make smarter business decisions, engage more students, and continuously grow our business.”

"Insightly has become our institutional memory; we retain every element of interactions with leads and customers, and that helps us connect with people. Those connections make people want to do business with us."

“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.”

"Insightly seemed like a much better value when compared to other systems. I quickly realized that Insightly could do everything that Salesforce could - if not more."

"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."

"We see Insightly as not just the 7th member of our team, but also the most organised, helpful, and polite. We love Insightly!"

“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.”

"Insightly helps us capture more data, which yields more meaningful reports for our stakeholders."

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

“We’ve always had the right data, but getting to it was a challenge. Insightly centralizes everything under one roof, which makes it easier to package insights for stakeholders.”

“Insightly holds us accountable and delivers the intelligence we need to improve our lead and account management workflow. We’ve gained additional control over the process by tracking user productivity.”

"Opportunity reports help us monitor real-time progress in the sales pipeline. We also use Insightly dashboards to track important KPIs."

"Insightly is an intuitive solution that keeps a running history of all customer conversations, so our sales team can easily manage every touchpoint with every customer."

“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.”

“Our next project is integrating Insightly with Power BI. Doing so will aggregate data from across the entire company, including business development, safety, customer satisfaction, and other functions.”