“Insightly custom fields allow us to track metrics that are unique to our business model. We use custom fields to measure article complexity and other relevant data points. Custom field records are conveniently available within Insightly’s drag-and-drop report builder. Being able to report on custom field data has allowed us …

“Insightly is a great platform and delivered immediate value to our business.”

"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."

"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 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."

"It’s one of the best CRM products I’ve ever seen, and I’ve been using CRMs for a long time. Insightly is easily configurable without the need to hire pricey technicians or consultants."

“Insightly has really helped us hold our teams accountable and forecast our business more effectively."

"Insightly provides a comprehensive snapshot for each project, which helps global program managers follow through on commitments to clients."

"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."

"For us, Insightly is by far the best, most simple, yet sophisticated CRM solution. I’d recommend Insightly to SMEs that want a streamlined system. The integration with Gmail and Google Apps makes managing the sales process a breeze."

"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%."

"Insightly is a user-friendly, affordable resource that has become a critical asset to the Summit Security operations team. I can’t see living without it."

"If you use Insightly correctly and take advantage of tasks, tagging, email integration and so forth, your chances of dropping the ball due to human error are greatly reduced. That alone is a huge benefit for any business. I think it’s an awesome tool for businesses large and small."

“Insightly increases capacity by automating the sales pipeline. As a result, our sales team is able to take on more leads, close more deals, and provide even better customer service.”

“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.”