154 Insightly Testimonials

"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 stuff more fun."

“We were a small company that grew very rapidly, so we needed a system that facilitated the creation of internal processes. Insightly has done exactly that and will continue to do so in the future.”

"Insightly has become our institutional memory; we retain every element of interactions with leads and customers, and that helps us connect with people. Those connections make people want to do business with us."

"Insightly delivers an up-to-the-second summary of the company’s performance. Dashboards present our revenue data and other KPIs in an engaging and easily digestible format."

“Insightly is very important to our business, and choosing it as our CRM was a wise decision."

"We use the Insightly mailbox feature to capture emails from Outlook. Insightly automatically ties emails to the correct contacts and opportunities, which saves us time."

"Insightly actually listens to its customers and works with us to find creative solutions to sometimes complex issues. That’s a big deal for us."

"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 really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”

“Our goal is to use Insightly for all new clients. Insightly lets us deliver greater value by optimizing our work and our data. We’re excited to roll it out company-wide.”

"Insightly helped us transform a fairly small team into a more professional team, which makes us look like a bigger business. We’re able to handle more business thanks to Insightly."

“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.”

"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 is an extremely powerful and adaptable CRM, and it takes the pain out of managing day-to-day operations. Our company is more scalable with Insightly, which has a direct effect on customer satisfaction and business development.”

“Insightly definitely makes our company more productive. It helps us stay on track, prioritize our work, and deliver a better experience for clients.”