154 Insightly Testimonials

"Having a history in Insightly helps elevate our level of customer service."

"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."

"Insightly enables us to provide the ultimate customer experience, reduce oversights, and maximize our revenue opportunities."

"Insightly delivers an up-to-the-second summary of the company’s performance. Dashboards present our revenue data and other KPIs in an engaging and easily digestible format."

"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."

“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 love Insightly’s native integration with PandaDoc. Preparing a proposal used to take me almost two full days, but now it takes about fifteen minutes with Insightly."

"At Creative Market, we’re not sales driven, we’re relationship driven. Insightly helps us build and maintain the personal relationships that drive our business and community."

“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.”

“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.”

“Our product development team is studying how Insightly could help them track projects. Insightly has dramatically improved many aspects of our business, and we’re excited to see what else it can do.”

"Insightly actually listens to its customers and works with us to find creative solutions to sometimes complex issues. That’s a big deal for us."

“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."