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"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."
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“What stood out about the Insightly solution is that they give you a base to work with and you can mold that to fit your business processes.”
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“We use Insightly for everything, and we have processes that are specific to each department. Insightly makes life so much easier for everyone. In fact, I start my day by logging on to the Insightly app for my daily business activities.”
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"We meet many architects, interior designers, consultants, and representatives from building companies at industry events. Insightly’s mobile app is great, especially for capturing new relationship data."
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"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."
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“Insightly’s automation capabilities enable us to track each step of the journey, ensuring timely follow-ups and engagements.”
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“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.”
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"For my purposes, Insightly is the perfect package because it’s easy to use and very intuitive. Insightly strikes a balance between providing a satisfying experience and functionality without all the fluff."
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“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.”
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“Across the board, Insightly is an excellent fit for our business. It helps us create an enhanced sense of internal transparency, which has led to an improved experience for our clients.”
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"Since using Insightly, we have managed to increase our client base by 200 percent. The ability to monitor opportunities has proven invaluable."
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“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.”
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"Insightly helps us track contacts, tasks, and customer and partner correspondence in a single, easy to use application, ensuring that my team has everything centralized in one location which makes us extremely productive and successful."
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"It was seamless to work with Insightly Professional Services on these eight integrations. We sat down and told them what we needed. In each case, they said they could help us hit our goals."
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"Insightly and Xero have helped Beeline consolidate the administrative functions of the business. This, in turn, has benefited our company in numerous ways: time savings equals more profit, transparent work flow makes for a happier staff, efficient record keeping results in happier customers. All of this has made the daily …