154 Insightly Testimonials

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  • "If you believe that the most powerful CRM is the one that your users will actually use, then Insightly is your next CRM. It’s the most effective CRM available for small businesses, and your users will love using it."

  • "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."

  • "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."

  • "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."

  • “It’s our source of truth for brand partner information. I can see what my team is doing and where brands are at in the process to ensure that the new brands we bring onto the platform have a smooth experience.”

  • “Insightly’s customer support is excellent – we usually receive a helpful reply within 24 or 48 hours, which is impressive. Insightly’s documentation is also a great resource.”

  • "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 …

  • "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 …

  • “We were able to replicate an integration between Insightly and Smartsheet that previously relied on several hundred lines of custom code, in just a couple of hours. The visual user interface proved very intuitive and robust, making previously complex tasks much easier and more reliable. AppConnect is only accessible over …

  • “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.”