"It is the most cost-effective and stress-reducing tool that we have at our disposal. We know how frustrating it can be to run a small business. Insightly eliminates the organizational and operational challenges that prevent small businesses from growing with a cost and payment structure no entrepreneur can ignore."
“Expansion into the United States, Asia-Pacific countries, and the UK seems like a natural fit for us. Of course, this type of expansion requires a very well thought-out strategy and project plan. Thankfully, we have Insightly to help us organize everything.”
“Insightly tells us where customers came from, how much they cost to acquire, and which channels are most effective. The net result is better decision making and improved return on investment.”
"Dynamic list views have been a game changer for our organization. List views automatically adjust as relationships evolve and data changes, making it much easier for staff to organize their workspaces."
“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.”
“Activity sets, advanced reporting, and dashboards will be very beneficial.”
"Insightly is an intuitive and user-friendly tool that has helped our company streamline back-end processes, allowing us to focus on our core business and educate consumers about the dangers of traditional household cleaners."
"Insightly has given us a holistic view of sales and marketing activity and helped us connect our sales and marketing teams. The email integration allows us to respond to leads much faster than before and we can track leads all the way through the sales funnel."
"A significant part of what we offer students is the personalized support they need to apply, enter and complete the BECA program and then succeed in postsecondary schools. Insightly makes it easy for our small staff to track hundreds of students and make sure no one falls through the cracks."
"I can’t even imagine running my business without Insightly activity sets. Insightly lets me relax. I know that there’s structure we can rely on and nothing will get lost. Insightly has significantly changed how we work."
"I went from a skeptical non-believer to an advocate in just days – drinking the Insightly Kool-Aid."
"Insightly provides a comprehensive snapshot for each project, which helps global program managers follow through on commitments to clients."
"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."
“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.”
“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 keep waiting for a Salesforce consultant to make changes for us.”