154 Insightly Testimonials

"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 is that solution. Our sales team began using it immediately without requiring outside training to manage the high volume intake of institutional customers like Ohio State, Angelo State University and others, yet it has scalable features to support our launch overseas."

"We use the Insightly mailbox feature to capture emails from Outlook. Insightly automatically ties emails to the correct contacts and opportunities, which saves us time."

"Insightly is an intuitive solution that keeps a running history of all customer conversations, so our sales team can easily manage every touchpoint with every customer."

“We have an ambitious sales team that spans the full spectrum of experience levels. We needed a CRM that provided everything a veteran rep would want, but it also needed to be easy for new team members to pick up. Insightly was the clear choice for us.”

“Insightly is vital to the growth of our business. The reports and dashboards help us understand where the company has been, where we’re at, and where we’re going.”

“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 is very intuitive! My students jumped right in. Using Insightly is teaching them real world business etiquette and processes."

"Insightly injects an element of competition into our sales pipeline. Sales reps can visualize their pipeline in real time and see how it stacks up to the rest of the team."

"Our central team uses Insightly to collaborate with several different departments and deliver great projects. We also use Insightly reports to measure the success of projects and discover opportunities for repeat business."

"Customer success was excellent at onboarding us. They worked with me to ensure everyone including our CEO had the best experience possible. The training took us from the basics to how to leverage the advanced features and support is always timely in answering our ad hoc questions across time zones."

"Bring that to scale with the volume across four field offices, in three states and remote teams all over the world–we needed a system that would allow us to track a multitude of data points that would take us from a startup just over a year ago to now laying and building the systemic foundation that will lift us to the next level.”

“We were able to replicate an integration between Insightly and Smartsheet that previously relied on several hundred lines of custom code, in just a couple of hours. The visual user interface proved very intuitive and robust, making previously complex tasks much easier and more reliable. AppConnect is only accessible over HTTPS, so all traffic and data transfer is securely encrypted with SSL. Finally, the product is hosted on Amazon Web Services, which has notably high security standards.”

"Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes."

“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 would grow with our business.”

"Insightly offers low-cost solutions for SMBs that help us not only better manage customer relations and sales, but exponentially grow. As we bring on new team members to serve our expanding market, Insightly helps us make sure we don’t miss a beat in following up on leads and fulfilling customer expectations."