154 Insightly Testimonials

"Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes."

“As our team grows, we need our data to be centralized and for everyone to be on one platform where they can easily share information and collaborate with one another, Our industry is rapidly changing, which requires our teams to evolve on the fly – we didn’t have time to keep waiting for a Salesforce consultant to make changes for us.”

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

"I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."

“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."

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

"Keeping track of 50 opportunities across six African countries would have been impossible without Insightly. Insightly helps us pull in significant donors and diversify our funding, which is key to fulfilling the Farm Radio International mission."

"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 helps us deliver better customer service. Customers have even more confidence in our ability to follow through.”

“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.”

"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."

“As we continued to expand our business, it became clear that Excel could no longer scale to meet our needs and that we needed to move into a digital customer management solution, We concluded that Insightly could deliver on customization, integration requirements, and ease of use – and that it would grow with our business.”

“The support team at Insightly is excellent, and we’ve learned a lot from our training sessions. They go the extra mile to answer questions and ensure we’re satisfied.”

“Insightly helps us capitalize on monetization opportunities, and we’re excited by what the future holds.”