154 Insightly Testimonials

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  • "We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%."

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

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

  • “We use Insightly for everything, and we have processes that are specific to each department. Insightly makes life so much easier for everyone. In fact, I start my day by logging on to the Insightly app for my daily business activities.”

  • “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.”

  • "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 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’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.”

  • "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."

  • “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.”

  • "What really stands out with Insightly is how easy it is to get started. It’s intuitive and really drives sales rather than getting in the way of the work that we need to do."

  • "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 …

  • "I love Insightly’s native integration with PandaDoc. Preparing a proposal used to take me almost two full days, but now it takes about fifteen minutes with Insightly."

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