"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 helps us track contacts, tasks, and customer and partner correspondence in a single, easy to use application, ensuring that my team has everything centralized in one location which makes us extremely productive and successful."

"Insightly provides a comprehensive snapshot for each project, which helps global program managers follow through on commitments to clients."

"Since using Insightly, I have seen a substantial increase in sales. Brides have repeatedly thanked me for being on top of what needs to happen next throughout the wedding planning process, and with a business that will be based on referrals, knowing that my brides are satisfied means a lot …

"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 an intuitive application that makes our business development processes more efficient, helps my team seamlessly move prospective clients through the sales funnel, and provide a better customer experience – all of which are important to a referral-based business like ours."

"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."

"I went from a skeptical non-believer to an advocate in just days – drinking the Insightly Kool-Aid."

"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."

"Insightly keeps our team in sync and on track so we can manage our deadlines and keep customer satisfaction high."

“Insightly has really helped us hold our teams accountable and forecast our business more effectively."

"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."

"At Creative Market, we’re not sales driven, we’re relationship driven. Insightly helps us build and maintain the personal relationships that drive our business and community."

"Insightly automates our quoting process that contained 63 decision nodes and elements. As a quote moves through the pipeline, we simply click a box to advance it to the next stage and remind stakeholders to take action."

"Insightly is as easy to use as a filing cabinet or a paper clip-so easy, it's Zen-like. Even our non-technical staff can use Insightly effectively, so it’s improved our employee satisfaction and productivity across the board."