"Insightly is an intuitive application that makes our business development processes more efficient, helps my team seamlessly move prospective clients through the sales funnel, and provide a better customer experience – all of which are important to a referral-based business like ours."
“We’ve transitioned off of spreadsheets and moved everything to Insightly. Project pipelines provide real-time insights and ensure everything goes smoothly for our clients.”
“We’ve streamlined our order management workflow with Insightly. Insightly projects let us track each order in the pipeline. Tasks ensure nothing is slipping through the cracks.”
“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.”
“We went with Insightly because of its customization capabilities. It was going to be simple to use Insightly’s API for our integrations. We also realized that solutions like Salesforce were just too much for our needs. Insightly is right-sized to our business, and has proven to be very flexible and customizable over the long-term.”
“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes.”
"Insightly brings clarity to our business development initiatives. We can easily see how many deals are still outstanding and which ones require follow-up."
“Insightly helps us deliver better customer service. Customers have even more confidence in our ability to follow through.”
"We tried the big CRM names, and they didn’t fit the realities of our business. We didn’t need 39,000 apps that mis-synced our contacts and created some sort of inferior daisy-chain effect with our prospects. Insightly gives us the perfect combination of functionality and ease-of-use, and our employees have used it to bring in new revenue and get projects done 20 percent faster than before."
"I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."
"Insightly is the business partner I never had it's brilliant!"
"Insightly is an intuitive and user-friendly tool that has helped our company streamline back-end processes, allowing us to focus on our core business and educate consumers about the dangers of traditional household cleaners."
“Simply put, Insightly aligns with our core values of earning client trust, collaborating, providing solutions, and evolving. It’s a great solution, and it has solved many of the challenges we were facing.”
"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."
"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."