154 Insightly Testimonials

"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.”

“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.”

“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.”

"There are a lot of shiny toys out there for realtors. What we really need is a good CRM that keeps us focused, and keeps us doing the things that we need to do, which is why I’ve found Insightly’s simple solution to be the best way to manage my real estate business."

"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."

"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."

"Insightly has become our institutional memory; we retain every element of interactions with leads and customers, and that helps us connect with people. Those connections make people want to do business with us."

"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 helps us track contacts, tasks, and customer and partner correspondence in a single, easy to use application, ensuring that my team has everything centralized in one location which makes us extremely productive and successful."

"Insightly helps us capture more data, which yields more meaningful reports for our stakeholders."

“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 makes Google Apps easy to use, while adding a layer of functionality that makes it easy to run a small business that doesn’t have IT resources or infrastructure."

"If you use Insightly correctly and take advantage of tasks, tagging, email integration and so forth, your chances of dropping the ball due to human error are greatly reduced. That alone is a huge benefit for any business. I think it’s an awesome tool for businesses large and small."

"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."