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

"I really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”

"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."

"The world has changed, and so has sales. Insightly’s smartphone and tablet apps are interactive and user-friendly, which helps users be more adaptive to change."

"Life is easier with Insightly. I have all the information that I need, when I need it, and I never have to worry about being unprepared for meetings since I can easily find and access all necessary materials directly from the site."

"The goal is to decrease our average cost per lead and maximize our conversion rates."

"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."

“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.”

"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."

“Insightly helps us stay on top of key sales metrics, such as opportunity volume, engagement, and throughput. Accessibility to reliable business intelligence has been a major perk of using Insightly.”

“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.”

“Even starting with the data structure. I talked to Insightly about our use cases and how contacts and organizations needed to relate. And when I brought that to Insightly, the team told us that everything is related to everything else, there are no limitations.”

“Insightly’s automation capabilities enable us to track each step of the journey, ensuring timely follow-ups and engagements.”

“With pediatric behavioral health, we navigate complex dynamics involving parents, caregivers, and patients. Insightly has become our cornerstone for tracking everything—from onboarding to scheduling appointments.”

“But as we’ve started to grow our customer base and scale the business, we started facing an operational challenge.”