"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."
“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.”
"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."
“G Suite integration was an important feature for us. Insightly automatically synchronizes our email conversations, calendars, and documents and significantly reduces administrative work.”
"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 helps me to stay on top of the complexity of writing markets and keep productive as a writer."
"I really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”
"Insightly has helped to relieve a lot of headaches associated with managing a sales team. As a result, I’m able to dedicate more time powering the direction of the company, rather than managing sales employees."
"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."
"It’s one of the best CRM products I’ve ever seen, and I’ve been using CRMs for a long time. Insightly is easily configurable without the need to hire pricey technicians or consultants."
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