"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 a great tool to keep a virtual business organized and on the same page. The fact that Insightly is mobile-friendly and integrated with Google apps is a huge plus for our business."
“We chose Insightly because it was scalable for the future. Insightly is a powerful tool, and we’re excited by its potential.”
“Insightly definitely makes our company more productive. It helps us stay on track, prioritize our work, and deliver a better experience for clients.”
“We went with Insightly because of its customization capabilities. It was going to be simple to use Insightly’s API for our integrations. We also realized that solutions like Salesforce were just too much for our needs. Insightly is right-sized to our business, and has proven to be very flexible and customizable over the long-term.”
“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes.”
“Insightly is not just a CRM for small businesses – it’s a CRM for growing businesses. As your company grows, it grows with you. It’s a great platform.”
"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."
“What stood out about the Insightly solution is that they give you a base to work with and you can mold that to fit your business processes.”
"With Insightly, we’re bringing on more business than ever, and it’s especially rewarding to check the ‘won’ box. With our improved organization, we’ve received quite a bit of praise from clients about our promptness."