154 Insightly Testimonials

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  • “Insightly frees up time for value-added initiatives. Moving forward, we plan to reinvest this time back into the system and further optimize our use of Insightly.”

  • "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 …

  • "Keeping track of 50 opportunities across six African countries would have been impossible without Insightly. Insightly helps us pull in significant donors and diversify our funding, which is key to fulfilling the Farm Radio International mission."

  • "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."

  • “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.”

  • “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.”

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

  • “Insightly custom fields allow us to track metrics that are unique to our business model. We use custom fields to measure article complexity and other relevant data points. Custom field records are conveniently available within Insightly’s drag-and-drop report builder. Being able to report on custom field data has allowed us …

  • “It’s really a no-brainer when you consider the value compared to the cost. Insightly is highly intuitive, which expedites user onboarding and time to value.”

  • "Customer success was excellent at onboarding us. They worked with me to ensure everyone including our CEO had the best experience possible. The training took us from the basics to how to leverage the advanced features and support is always timely in answering our ad hoc questions across time zones."

  • "A significant part of what we offer students is the personalized support they need to apply, enter and complete the BECA program and then succeed in postsecondary schools. Insightly makes it easy for our small staff to track hundreds of students and make sure no one falls through the cracks."

  • "Insightly connects the dots between your inbox and to-do list and helps users accomplish more tasks. Sales reps can quickly click between tasks and linked contact records, which helps them prepare for calls in less time."

  • "Because operations and sales all utilize Insightly, we’re all empowered to deliver great customer experiences. Insightly delivers a great way for us in operations to understand and get ahead of what’s coming."

  • "Insightly injects an element of competition into our sales pipeline. Sales reps can visualize their pipeline in real time and see how it stacks up to the rest of the team."

  • "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."