"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."

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

“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.”

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

“Our product development team is studying how Insightly could help them track projects. Insightly has dramatically improved many aspects of our business, and we’re excited to see what else it can do.”

"Insightly delivers an up-to-the-second summary of the company’s performance. Dashboards present our revenue data and other KPIs in an engaging and easily digestible format."

“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.”

"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."

“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.”

"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."

"If you use Insightly correctly and take advantage of tasks, tagging, email integration and so forth, your chances of dropping the ball due to human error are greatly reduced. That alone is a huge benefit for any business. I think it’s an awesome tool for businesses large and small."

“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.”

“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.”