154 Insightly Testimonials

"Insightly connects the dots between your inbox and to-do list and helps users accomplish more tasks. Sales reps can quickly click between tasks and linked contact records, which helps them prepare for calls in less time."

"With Insightly, we’re bringing on more business than ever, and it’s especially rewarding to check the ‘won’ box. With our improved organization, we’ve received quite a bit of praise from clients about our promptness."

"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."

“We’re excited to see how the product will continue to evolve. Insightly is more than just a CRM, which makes it the perfect solution for a growing business like us.”

"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."

"Using Insightly, together with our business managers, we can analyze key metrics and provide appropriate investment for additional growth. It also provides us with benchmarks for comparing acquisition targets."

"Insightly automates our quoting process that contained 63 decision nodes and elements. As a quote moves through the pipeline, we simply click a box to advance it to the next stage and remind stakeholders to take action."

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%."

"Our central team uses Insightly to collaborate with several different departments and deliver great projects. We also use Insightly reports to measure the success of projects and discover opportunities for repeat business."

"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."

"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."

"Insightly’s UI is excellent which enabled rapid adoption by even those with limited computer skills, integration with Google Apps is good, and administration/setup is simple and fast."

“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.”

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

“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.”