154 Insightly Testimonials

“We’ve always had the right data, but getting to it was a challenge. Insightly centralizes everything under one roof, which makes it easier to package insights for stakeholders.”

"Insightly helps make my life easier. As managing director, I know that my sales team is in control of its relationships with clients, and I can check in at any time, from anywhere, to get a clear look at our customer base."

“The support team at Insightly is excellent, and we’ve learned a lot from our training sessions. They go the extra mile to answer questions and ensure we’re satisfied.”

“Within two or three weeks, everyone had gained a clear understanding of how to use Insightly. It’s accessible to the entire team and frees up additional capacity for project delivery, which should lead to growth for the company.”

"For my purposes, Insightly is the perfect package because it’s easy to use and very intuitive. Insightly strikes a balance between providing a satisfying experience and functionality without all the fluff."

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

“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 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.”

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

“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 customizable over the long-term.”

“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes.”

"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 makes Google Apps easy to use, while adding a layer of functionality that makes it easy to run a small business that doesn’t have IT resources or infrastructure."

“We’re excited to see how the product will continue to evolve. Insightly is more than just a CRM, which makes it the perfect solution for a growing business like us.”