"We meet many architects, interior designers, consultants, and representatives from building companies at industry events. Insightly’s mobile app is great, especially for capturing new relationship data."
"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."
"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."
“Insightly is an extremely powerful and adaptable CRM, and it takes the pain out of managing day-to-day operations. Our company is more scalable with Insightly, which has a direct effect on customer satisfaction and business development.”
“Insightly helps us deliver better customer service. Customers have even more confidence in our ability to follow through.”
“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 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."
"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."
"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."
"Insightly and Xero have helped Beeline consolidate the administrative functions of the business. This, in turn, has benefited our company in numerous ways: time savings equals more profit, transparent work flow makes for a happier staff, efficient record keeping results in happier customers. All of this has made the daily stuff more fun."