-
"Insightly and Xero have helped Beeline consolidate the administrative functions of the business. This, in turn, has benefited our company in numerous ways: time savings equals more profit, transparent work flow makes for a happier staff, efficient record keeping results in happier customers. All of this has made the daily …
-
“Insightly has made a huge difference for our company. It’s improved our productivity, made us better organized, and helped us understand our customers on a deeper level.”
-
"I can’t even imagine running my business without Insightly activity sets. Insightly lets me relax. I know that there’s structure we can rely on and nothing will get lost. Insightly has significantly changed how we work."
-
"Insightly is very intuitive! My students jumped right in. Using Insightly is teaching them real world business etiquette and processes."
-
"Insightly took us out of the old school into the new school. We now have an easy-to-use CRM solution that beats our previous pen-and-paper or Excel spreadsheet process."
-
“Even starting with the data structure. I talked to Insightly about our use cases and how contacts and organizations needed to relate. And when I brought that to Insightly, the team told us that everything is related to everything else, there are no limitations.”
-
"During our off-season, we spend time tweaking our processes and procedures for using Insightly. We’re continuously refining our Insightly instance to achieve maximum consistency and reap the most benefits from the system."
-
“Insightly increases capacity by automating the sales pipeline. As a result, our sales team is able to take on more leads, close more deals, and provide even better customer service.”
-
“Prior to Insightly, we had to manually enter contact records into our CRM. Insightly’s web-to-lead forms automatically create and route lead records on our behalf, freeing up more time for other value-added activities.”
-
"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 …
-
"Insightly helps us capture more data, which yields more meaningful reports for our stakeholders."
-
“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.”
-
"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."
-
“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.”
-
“As we continued to expand our business, it became clear that Excel could no longer scale to meet our needs and that we needed to move into a digital customer management solution, We concluded that Insightly could deliver on customization, integration requirements, and ease of use – and that it …