“We chose Insightly because it was scalable for the future. Insightly is a powerful tool, and we’re excited by its potential.”

"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 …

“Insightly offers a robust library of videos and self-help materials. We’ve also had a positive experience with Insightly’s customer success team.”

“Insightly’s automation capabilities enable us to track each step of the journey, ensuring timely follow-ups and engagements.”

“With pediatric behavioral health, we navigate complex dynamics involving parents, caregivers, and patients. Insightly has become our cornerstone for tracking everything—from onboarding to scheduling appointments.”

"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. It’s easy to use, it’s fast, and it fits the needs of SMBs."

"Using Insightly, together with our business managers, we can analyze key metrics and provide appropriate investment for additional growth. It also provides us with benchmarks for comparing acquisition targets."

“We were a small company that grew very rapidly, so we needed a system that facilitated the creation of internal processes. Insightly has done exactly that and will continue to do so in the future.”

"Each sponsorship opportunity could potentially be linked to several custom objects in Insightly. Custom objects provide a flexible way to manage and track our sponsorship commitments."

“The support team at Insightly is excellent, and we’ve learned a lot from our training sessions. They go the extra mile to answer questions and ensure we’re satisfied.”

“We’ve transitioned off of spreadsheets and moved everything to Insightly. Project pipelines provide real-time insights and ensure everything goes smoothly for our 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 …

“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes.”

"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."

"We use the Insightly mailbox feature to capture emails from Outlook. Insightly automatically ties emails to the correct contacts and opportunities, which saves us time."