"Insightly lets us invest money in other aspects of our company, since we don’t have to spend our whole budget on sales administration and support. With Insightly, we can better manage our sales process by integrating with Gmail and the contacts we already have."

"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."

“G Suite integration was an important feature for us. Insightly automatically synchronizes our email conversations, calendars, and documents and significantly reduces administrative work.”

"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’s best selling point is its flexibility. Features such as custom fields, workflow automation, email templates, record linking, and advanced reporting have helped us grow, and they’ll continue to do so in the future.”

"Dynamic list views have been a game changer for our organization. List views automatically adjust as relationships evolve and data changes, making it much easier for staff to organize their workspaces."

“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 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 frees up time for value-added initiatives. Moving forward, we plan to reinvest this time back into the system and further optimize our use of Insightly.”

“Activity sets, advanced reporting, and dashboards will be very beneficial.”

"If you believe that the most powerful CRM is the one that your users will actually use, then Insightly is your next CRM. It’s the most effective CRM available for small businesses, and your users will love using it."

"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."

"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. It’s easy to use, it’s fast, and it fits the needs of SMBs."

“Kanban views let us monitor productivity and forecast pipeline revenue. We use the data in Insightly to make smarter business decisions, engage more students, and continuously grow our business.”

“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.”