154 Insightly Testimonials

“Our next project is integrating Insightly with Power BI. Doing so will aggregate data from across the entire company, including business development, safety, customer satisfaction, and other functions.”

"Insightly kanbans make it easier to visualize the status of each deal. With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals."

“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.”

"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."

"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 is perfect for the mid-market clients we serve: it offers full functionality, it’s easy to use, it has a unified platform, a modern interface, and great price point.”

"Insightly is a user-friendly, affordable resource that has become a critical asset to the Summit Security operations team. I can’t see living without it."

“We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.”

"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 to use and vital to Yep Roc."

“We have an ambitious sales team that spans the full spectrum of experience levels. We needed a CRM that provided everything a veteran rep would want, but it also needed to be easy for new team members to pick up. Insightly was the clear choice for us.”

“Insightly is vital to the growth of our business. The reports and dashboards help us understand where the company has been, where we’re at, and where we’re going.”

"There are a lot of shiny toys out there for realtors. What we really need is a good CRM that keeps us focused, and keeps us doing the things that we need to do, which is why I’ve found Insightly’s simple solution to be the best way to manage my real estate business."

“Insightly is very easy to learn and use. It’s a great tool, and we’re excited to use it to drive future growth.”

“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.”

"I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."