154 Insightly Testimonials

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  • "When Insightly released its paid version, we jumped on it, even though the free version was doing great things for us, Insightly has become a strategic asset to our sales process, and we use just about every feature its team makes available. The result in our sales pipeline is invaluable."

  • "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."

  • "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 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."

  • “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.”

  • "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."

  • "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."

  • "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."

  • "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 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."

  • “Insightly is a user-friendly platform and has contributed to our collective knowledge. We’re only starting to realize the full potential of Insightly.”

  • "We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%."

  • “In 2016, we formed The Millers Group and acquired a second store in Norwich. The UK music market is ripe for consolidation, and we will be adding additional stores in the near future.”