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"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 …
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“Insightly has made a huge difference for our company. It’s improved our productivity, made us better organized, and helped us understand our customers on a deeper level.”
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"I can’t even imagine running my business without Insightly activity sets. Insightly lets me relax. I know that there’s structure we can rely on and nothing will get lost. Insightly has significantly changed how we work."
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“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.”
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“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.”
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"Our app grew to one of the top apps in the world in just a few months, so it was imperative that we had a CRM solution – one that didn't come with unreasonable costs – to help keep up with new sales activity and manage our customer information. Insightly …
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"The other CRMs we used weren’t right for a company of our size. With Insightly, we can manage our database easily and get the information we need to give our students and applicants the answers they need. Our enrollment has increased because of the improvements we’ve made since we started …
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"Account managers and project managers occasionally identify new leads, but they don’t have full access to Insightly. We’ve built a Google Form that collects the data and automatically creates a lead record in the app."
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“From an administrator’s standpoint, Insightly is especially useful for reporting and analytics. With Insightly dashboards, we monitor a variety of key metrics, such as lead volume, sales cycle, and task count.”
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“I spend most of my day in Insightly. Whether I’m at my desk or on the go, I have the tools to stay organized, engage prospects, and deliver on promises.”
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"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."
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“What stood out about the Insightly solution is that they give you a base to work with and you can mold that to fit your business processes.”
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“Within two or three weeks, everyone had gained a clear understanding of how to use Insightly. It’s accessible to the entire team and frees up additional capacity for project delivery, which should lead to growth for the company.”
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"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."
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"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."