154 Insightly Testimonials

Industry
Company Size
15 per page
  • 15
Reset
  • "Insightly is a user-friendly, affordable resource that has become a critical asset to the Summit Security operations team. I can’t see living without it."

  • "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."

  • "Insightly automates our quoting process that contained 63 decision nodes and elements. As a quote moves through the pipeline, we simply click a box to advance it to the next stage and remind stakeholders to take action."

  • "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 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 keeps our team in sync and on track so we can manage our deadlines and keep customer satisfaction high."

  • “We’ve transitioned off of spreadsheets and moved everything to Insightly. Project pipelines provide real-time insights and ensure everything goes smoothly for our clients.”

  • "I went from a skeptical non-believer to an advocate in just days – drinking the Insightly Kool-Aid."

  • "Since using Insightly, I have seen a substantial increase in sales. Brides have repeatedly thanked me for being on top of what needs to happen next throughout the wedding planning process, and with a business that will be based on referrals, knowing that my brides are satisfied means a lot to my success."

  • "To put it simply, Insightly allows us to operate our business better and is therefore by definition invaluable. We have been told that we are much more methodical and organized than a typical VC firm, and I credit that to not only our personalities, but also the structured and organized processes we channel through Insightly."

  • "The key to CRM is seamless integration. We use Gmail and Google Apps extensively and really enjoy the tight integration provided by the Insightly Gmail gadget. With Insightly, we get an easy-to-use, fully integrated CRM and document management tool that users rely on every day."

  • “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.”

  • “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.”

  • “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.”

  • "Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes."