"Dashboards keep users informed about the status of each deal. We’re able to visualize new business written, opportunities still in the pipeline, and the value of each pipeline stage."
"Insightly is an intuitive solution that keeps a running history of all customer conversations, so our sales team can easily manage every touchpoint with every customer."
"Insightly keeps our team in sync and on track so we can manage our deadlines and keep customer satisfaction high."
"We’ve integrated Insightly with Xero accounting software. This integration provides transparency into the invoicing process for users across the organization, including our Head of Finance."
“As our team grows, we need our data to be centralized and for everyone to be on one platform where they can easily share information and collaborate with one another, Our industry is rapidly changing, which requires our teams to evolve on the fly – we didn’t have time to …
"Insightly helped us transform a fairly small team into a more professional team, which makes us look like a bigger business. We’re able to handle more business thanks to Insightly."
"Account managers and project managers occasionally identify new leads, but they don’t have full access to Insightly. We’ve built a Google Form that collects the data and automatically creates a lead record in the app."
“Across the board, Insightly is an excellent fit for our business. It helps us create an enhanced sense of internal transparency, which has led to an improved experience for our clients.”
"Having a history in Insightly helps elevate our level of customer service."
“Insightly is a user-friendly platform and has contributed to our collective knowledge. We’re only starting to realize the full potential of Insightly.”
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