154 Insightly Testimonials

"It’s one of the best CRM products I’ve ever seen, and I’ve been using CRMs for a long time. Insightly is easily configurable without the need to hire pricey technicians or consultants."

“Within two or three weeks, everyone had gained a clear understanding of how to use Insightly. It’s accessible to the entire team and frees up additional capacity for project delivery, which should lead to growth for the company.”

"What really stands out with Insightly is how easy it is to get started. It’s intuitive and really drives sales rather than getting in the way of the work that we need to do."

“Insightly is very important to our business, and choosing it as our CRM was a wise decision."

"Insightly is an intuitive application that makes our business development processes more efficient, helps my team seamlessly move prospective clients through the sales funnel, and provide a better customer experience – all of which are important to a referral-based business like ours."

"Insightly kanbans make it easier to visualize the status of each deal. With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals."

"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."

“The intuitiveness of Insightly makes it the perfect fit for our growing sales force.”

"Account managers and project managers occasionally identify new leads, but they don’t have full access to Insightly. We’ve built a Google Form that collects the data and automatically creates a lead record in the app."

“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 is very easy to learn and use. It’s a great tool, and we’re excited to use it to drive future growth.”

“Insightly is an extremely powerful and adaptable CRM, and it takes the pain out of managing day-to-day operations. Our company is more scalable with Insightly, which has a direct effect on customer satisfaction and business development.”

“We were a small company that grew very rapidly, so we needed a system that facilitated the creation of internal processes. Insightly has done exactly that and will continue to do so in the future.”

"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."

"The other CRMs we used weren’t right for a company of our size. With Insightly, we can manage our database easily and get the information we need to give our students and applicants the answers they need. Our enrollment has increased because of the improvements we’ve made since we started using Insightly."