“Insightly helps us deliver better customer service. Customers have even more confidence in our ability to follow through.”

“Our goal is to use Insightly for all new clients. Insightly lets us deliver greater value by optimizing our work and our data. We’re excited to roll it out company-wide.”

"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 offers a robust library of videos and self-help materials. We’ve also had a positive experience with Insightly’s customer success team.”

"When Insightly released its paid version, we jumped on it, even though the free version was doing great things for us, Insightly has become a strategic asset to our sales process, and we use just about every feature its team makes available. The result in our sales pipeline is invaluable."

“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 …

“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 …

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

“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.”

“What stood out about the Insightly solution is that they give you a base to work with and you can mold that to fit your business processes.”

"Insightly is working great, so far. It’s a fantastic tool. I’ve even promoted Insightly to one of my suppliers."

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

“Across the board, Insightly is an excellent fit for our business. It helps us create an enhanced sense of internal transparency, which has led to an improved experience for our clients.”

"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."

"Each sponsorship opportunity could potentially be linked to several custom objects in Insightly. Custom objects provide a flexible way to manage and track our sponsorship commitments."