154 Insightly Testimonials

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  • "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 is perfect for the mid-market clients we serve: it offers full functionality, it’s easy to use, it has a unified platform, a modern interface, and great price point.”

  • "Insightly is an intuitive solution that keeps a running history of all customer conversations, so our sales team can easily manage every touchpoint with every customer."

  • “Insightly is not just a CRM for small businesses – it’s a CRM for growing businesses. As your company grows, it grows with you. It’s a great platform.”

  • "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."

  • "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."

  • “As we continued to expand our business, it became clear that Excel could no longer scale to meet our needs and that we needed to move into a digital customer management solution, We concluded that Insightly could deliver on customization, integration requirements, and ease of use – and that it …

  • "Because Insightly is accessible on the web, via mobile apps and through Gmail, I can always stay up-to-date with my clients. Plus, the interface is pretty, and to me, that makes it more intuitive and easier to use."

  • "During our off-season, we spend time tweaking our processes and procedures for using Insightly. We’re continuously refining our Insightly instance to achieve maximum consistency and reap the most benefits from the system."

  • “We’re entering an exciting phase in the company’s history. We have some growth opportunities ahead of us, and Insightly will help us capitalize on those opportunities.”

  • "Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success."

  • "Insightly enables us to provide the ultimate customer experience, reduce oversights, and maximize our revenue opportunities."

  • “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.”

  • "I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."

  • "Insightly is an intuitive application that makes our business development processes more efficient, helps my team seamlessly move prospective clients through the sales funnel, and provide a better customer experience – all of which are important to a referral-based business like ours."