154 Insightly Testimonials

“Insightly’s automation capabilities enable us to track each step of the journey, ensuring timely follow-ups and engagements.”

"Insightly lets us invest money in other aspects of our company, since we don’t have to spend our whole budget on sales administration and support. With Insightly, we can better manage our sales process by integrating with Gmail and the contacts we already have."

"I can’t even imagine running my business without Insightly activity sets. Insightly lets me relax. I know that there’s structure we can rely on and nothing will get lost. Insightly has significantly changed how we work."

“But as we’ve started to grow our customer base and scale the business, we started facing an operational challenge.”

“We’re excited to see how the product will continue to evolve. Insightly is more than just a CRM, which makes it the perfect solution for a growing business like us.”

“We’re entering an exciting phase in the company’s history. We have some growth opportunities ahead of us, and Insightly will help us capitalize on those opportunities.”

“Our goal is to use Insightly for all new clients. Insightly lets us deliver greater value by optimizing our work and our data. We’re excited to roll it out company-wide.”

“Simply put, Insightly aligns with our core values of earning client trust, collaborating, providing solutions, and evolving. It’s a great solution, and it has solved many of the challenges we were facing.”

“We’ve streamlined our order management workflow with Insightly. Insightly projects let us track each order in the pipeline. Tasks ensure nothing is slipping through the cracks.”

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

"Insightly brings clarity to our business development initiatives. We can easily see how many deals are still outstanding and which ones require follow-up."

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

"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."

“As our team grows, we need our data to be centralized and for everyone to be on one platform where they can easily share information and collaborate with one another, Our industry is rapidly changing, which requires our teams to evolve on the fly – we didn’t have time to keep waiting for a Salesforce consultant to make changes for us.”

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