154 Insightly Testimonials

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  • "If you use Insightly correctly and take advantage of tasks, tagging, email integration and so forth, your chances of dropping the ball due to human error are greatly reduced. That alone is a huge benefit for any business. I think it’s an awesome tool for businesses large and small."

  • "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 delivers an up-to-the-second summary of the company’s performance. Dashboards present our revenue data and other KPIs in an engaging and easily digestible format."

  • “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.”

  • "Our app grew to one of the top apps in the world in just a few months, so it was imperative that we had a CRM solution – one that didn't come with unreasonable costs – to help keep up with new sales activity and manage our customer information. Insightly is that solution. Our sales team began using it immediately without requiring outside training to manage the high volume intake of institutional customers like Ohio State, Angelo State University and others, yet it has scalable features to support our launch overseas."

  • “Insightly is very important to our business, and choosing it as our CRM was a wise decision."

  • “It’s our source of truth for brand partner information. I can see what my team is doing and where brands are at in the process to ensure that the new brands we bring onto the platform have a smooth experience.”

  • "Insightly has become our institutional memory; we retain every element of interactions with leads and customers, and that helps us connect with people. Those connections make people want to do business with us."

  • “Kanban views let us monitor productivity and forecast pipeline revenue. We use the data in Insightly to make smarter business decisions, engage more students, and continuously grow our business.”

  • "Insightly’s UI is excellent which enabled rapid adoption by even those with limited computer skills, integration with Google Apps is good, and administration/setup is simple and fast."

  • "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."

  • “It’s really a no-brainer when you consider the value compared to the cost. Insightly is highly intuitive, which expedites user onboarding and time to value.”

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

  • “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.”

  • "Having a history in Insightly helps elevate our level of customer service."