“Kanban views let us monitor productivity and forecast pipeline revenue. We use the data in Insightly to make smarter business decisions, engage more students, and continuously grow our business.”
“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.”
“Insightly is more than just a contact manager. It has simplified our management workflow, delivering transparency and visibility to our entire team across Australia.”
"We tried the big CRM names, and they didn’t fit the realities of our business. We didn’t need 39,000 apps that mis-synced our contacts and created some sort of inferior daisy-chain effect with our prospects. Insightly gives us the perfect combination of functionality and ease-of-use, and our employees have used it to bring in new revenue and get projects done 20 percent faster than before."
"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."
“We were a small company that grew very rapidly, so we needed a system that facilitated the creation of internal processes. Insightly has done exactly that and will continue to do so in the future.”
"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 is very easy to learn and use. It’s a great tool, and we’re excited to use it to drive future growth.”
“Even starting with the data structure. I talked to Insightly about our use cases and how contacts and organizations needed to relate. And when I brought that to Insightly, the team told us that everything is related to everything else, there are no limitations.”
"Insightly enables us to provide the ultimate customer experience, reduce oversights, and maximize our revenue opportunities."
“Insightly’s automation capabilities enable us to track each step of the journey, ensuring timely follow-ups and engagements.”
“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 helps us stay on top of key sales metrics, such as opportunity volume, engagement, and throughput. Accessibility to reliable business intelligence has been a major perk of using Insightly.”
"Insightly offers low-cost solutions for SMBs that help us not only better manage customer relations and sales, but exponentially grow. As we bring on new team members to serve our expanding market, Insightly helps us make sure we don’t miss a beat in following up on leads and fulfilling customer expectations."
"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."