154 Insightly Testimonials

"Insightly helped us transform a fairly small team into a more professional team, which makes us look like a bigger business. We’re able to handle more business thanks to Insightly."

"At Creative Market, we’re not sales driven, we’re relationship driven. Insightly helps us build and maintain the personal relationships that drive our business and community."

"Bring that to scale with the volume across four field offices, in three states and remote teams all over the world–we needed a system that would allow us to track a multitude of data points that would take us from a startup just over a year ago to now laying and building the systemic foundation that will lift us to the next level.”

“We have an ambitious sales team that spans the full spectrum of experience levels. We needed a CRM that provided everything a veteran rep would want, but it also needed to be easy for new team members to pick up. Insightly was the clear choice for us.”

“Insightly is vital to the growth of our business. The reports and dashboards help us understand where the company has been, where we’re at, and where we’re going.”

"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."

"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."

"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."

"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."

"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 kanbans make it easier to visualize the status of each deal. With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals."

"Insightly brings clarity to our business development initiatives. We can easily see how many deals are still outstanding and which ones require follow-up."

“We were able to replicate an integration between Insightly and Smartsheet that previously relied on several hundred lines of custom code, in just a couple of hours. The visual user interface proved very intuitive and robust, making previously complex tasks much easier and more reliable. AppConnect is only accessible over HTTPS, so all traffic and data transfer is securely encrypted with SSL. Finally, the product is hosted on Amazon Web Services, which has notably high security standards.”

"Insightly took us out of the old school into the new school. We now have an easy-to-use CRM solution that beats our previous pen-and-paper or Excel spreadsheet process."

"With Insightly, we’re bringing on more business than ever, and it’s especially rewarding to check the ‘won’ box. With our improved organization, we’ve received quite a bit of praise from clients about our promptness."