“It’s our source of truth for brand partner information. I can see what my team is doing and where brands are at in the process to ensure that the new brands we bring onto the platform have a smooth experience.”

"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."

"I love Insightly’s native integration with PandaDoc. Preparing a proposal used to take me almost two full days, but now it takes about fifteen minutes with Insightly."

"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."

“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.”

“Our next project is integrating Insightly with Power BI. Doing so will aggregate data from across the entire company, including business development, safety, customer satisfaction, and other functions.”

“Insightly holds us accountable and delivers the intelligence we need to improve our lead and account management workflow. We’ve gained additional control over the process by tracking user productivity.”

"Opportunity reports help us monitor real-time progress in the sales pipeline. We also use Insightly dashboards to track important KPIs."

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

"Insightly has helped to relieve a lot of headaches associated with managing a sales team. As a result, I’m able to dedicate more time powering the direction of the company, rather than managing sales employees."

“Insightly is not just a CRM for small businesses – it’s a CRM for growing businesses. As your company grows, it grows with you. It’s a great platform.”

"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."

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

"We see Insightly as not just the 7th member of our team, but also the most organised, helpful, and polite. We love Insightly!"