“Insightly is a great platform and delivered immediate value to our business.”

“The intuitiveness of Insightly makes it the perfect fit for our growing sales force.”

"Opportunity reports help us monitor real-time progress in the sales pipeline. We also use Insightly dashboards to track important KPIs."

"Insightly helps us capture more data, which yields more meaningful reports for our stakeholders."

"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."

“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.”

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

"Insightly seemed like a much better value when compared to other systems. I quickly realized that Insightly could do everything that Salesforce could - if not more."

"Insightly lets us invest money in other aspects of our company, since we don’t have to spend our whole budget on sales administration and support. With Insightly, we can better manage our sales process by integrating with Gmail and the contacts we already have."

"Insightly has freed up my brain from the thousands of tasks and contacts Yep Roc needs to track. The platform captures critical information, and we know that it will signal us when it’s time for the team to address next steps in the many projects we manage. Insightly is easy …

“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.”

"The goal is to decrease our average cost per lead and maximize our conversion rates."

“Insightly’s best selling point is its flexibility. Features such as custom fields, workflow automation, email templates, record linking, and advanced reporting have helped us grow, and they’ll continue to do so in the future.”