154 Insightly Testimonials

"To put it simply, Insightly allows us to operate our business better and is therefore by definition invaluable. We have been told that we are much more methodical and organized than a typical VC firm, and I credit that to not only our personalities, but also the structured and organized processes we channel through Insightly."

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

“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.”

"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."

“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.”

"I really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”

"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."

“Our next project is integrating Insightly with Power BI. Doing so will aggregate data from across the entire company, including business development, safety, customer satisfaction, and other functions.”

"I don’t have to worry about following up on things because I just set reminders, and Insightly allows me to make things happen the way I want them to happen."

“Insightly holds us accountable and delivers the intelligence we need to improve our lead and account management workflow. We’ve gained additional control over the process by tracking user productivity.”

"Opportunity reports help us monitor real-time progress in the sales pipeline. We also use Insightly dashboards to track important KPIs."

"Insightly has given us a holistic view of sales and marketing activity and helped us connect our sales and marketing teams. The email integration allows us to respond to leads much faster than before and we can track leads all the way through the sales funnel."

“Insightly frees up time for value-added initiatives. Moving forward, we plan to reinvest this time back into the system and further optimize our use of Insightly.”

“Activity sets, advanced reporting, and dashboards will be very beneficial.”

"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."