154 Insightly Testimonials

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

"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 definitely makes our company more productive. It helps us stay on track, prioritize our work, and deliver a better experience for clients.”

“We chose Insightly because it was scalable for the future. Insightly is a powerful tool, and we’re excited by its potential.”

"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."

“We’re studying several Insightly features, including dashboards and advanced reporting. As our company continues to grow, we intend to deploy additional features to streamline other parts of our business.”

“Insightly’s best selling point is its flexibility. Features such as custom fields, workflow automation, email templates, record linking, and advanced reporting have helped us grow, and they’ll continue to do so in the future.”

"Insightly provides a comprehensive snapshot for each project, which helps global program managers follow through on commitments to clients."

"The world has changed, and so has sales. Insightly’s smartphone and tablet apps are interactive and user-friendly, which helps users be more adaptive to change."

“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’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.”

"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."

"Because Insightly is accessible on the web, via mobile apps and through Gmail, I can always stay up-to-date with my clients. Plus, the interface is pretty, and to me, that makes it more intuitive and easier to use."

"The goal is to decrease our average cost per lead and maximize our conversion rates."