“Prior to Insightly, we had to manually enter contact records into our CRM. Insightly’s web-to-lead forms automatically create and route lead records on our behalf, freeing up more time for other value-added activities.”

“We went with Insightly because of its customization capabilities. It was going to be simple to use Insightly’s API for our integrations. We also realized that solutions like Salesforce were just too much for our needs. Insightly is right-sized to our business, and has proven to be very flexible and …

"Insightly brings clarity to our business development initiatives. We can easily see how many deals are still outstanding and which ones require follow-up."

“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.”

“We’re studying several Insightly features, including dashboards and advanced reporting. As our company continues to grow, we intend to deploy additional features to streamline other parts of our business.”

“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.”

"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."

“It’s our source of truth for brand partner information. I can see what my team is doing and where brands are at in the process to ensure that the new brands we bring onto the platform have a smooth experience.”

"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."

"I don’t have to worry about following up on things because I just set reminders, and Insightly allows me to make things happen the way I want them to happen."

"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."

"There are a lot of shiny toys out there for realtors. What we really need is a good CRM that keeps us focused, and keeps us doing the things that we need to do, which is why I’ve found Insightly’s simple solution to be the best way to manage my …

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

“In 2016, we formed The Millers Group and acquired a second store in Norwich. The UK music market is ripe for consolidation, and we will be adding additional stores in the near future.”