154 Insightly Testimonials

“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.”

"If you believe that the most powerful CRM is the one that your users will actually use, then Insightly is your next CRM. It’s the most effective CRM available for small businesses, and your users will love using it."

“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.”

"We’ve integrated Insightly with Xero accounting software. This integration provides transparency into the invoicing process for users across the organization, including our Head of Finance."

“Insightly’s automation capabilities enable us to track each step of the journey, ensuring timely follow-ups and engagements.”

“With pediatric behavioral health, we navigate complex dynamics involving parents, caregivers, and patients. Insightly has become our cornerstone for tracking everything—from onboarding to scheduling appointments.”

"At Creative Market, we’re not sales driven, we’re relationship driven. Insightly helps us build and maintain the personal relationships that drive our business and community."

“Our customers receive better service from us, thanks to Insightly. Insightly keeps us informed of client needs and helps us identify innovative solutions to meet those needs.”

"Having a history in Insightly helps elevate our level of customer service."

“Insightly is the best tool for us. It organizes our entire sales process and helps us close more deals.”

"The other CRMs we used weren’t right for a company of our size. With Insightly, we can manage our database easily and get the information we need to give our students and applicants the answers they need. Our enrollment has increased because of the improvements we’ve made since we started using Insightly."

"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 expectations."

"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."

"We evaluated several different CRMs, but ultimately, Insightly was the perfect fit for DynEd. Competing systems seemed overly complex, but Insightly is straight and to the point."

"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."