“Activity sets, advanced reporting, and dashboards will be very beneficial.”

"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."

"The world has changed, and so has sales. Insightly’s smartphone and tablet apps are interactive and user-friendly, which helps users be more adaptive to change."

"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."

“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.”

“I spend most of my day in Insightly. Whether I’m at my desk or on the go, I have the tools to stay organized, engage prospects, and deliver on promises.”

“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.”

“But as we’ve started to grow our customer base and scale the business, we started facing an operational challenge.”

"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 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 keeps our team in sync and on track so we can manage our deadlines and keep customer satisfaction high."

"Insightly offers low-cost solutions for SMBs that help us not only better manage customer relations and sales, but exponentially grow. As we bring on new team members to serve our expanding market, Insightly helps us make sure we don’t miss a beat in following up on leads and fulfilling customer …

"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. It’s easy to use, it’s fast, and it fits the needs of SMBs."

"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."