154 Insightly Testimonials

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  • "Insightly helps us capture more data, which yields more meaningful reports for our stakeholders."

  • “The support team at Insightly is excellent, and we’ve learned a lot from our training sessions. They go the extra mile to answer questions and ensure we’re satisfied.”

  • “Insightly has made a huge difference for our company. It’s improved our productivity, made us better organized, and helped us understand our customers on a deeper level.”

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

  • “It’s really a no-brainer when you consider the value compared to the cost. Insightly is highly intuitive, which expedites user onboarding and time to value.”

  • “We’ve transitioned off of spreadsheets and moved everything to Insightly. Project pipelines provide real-time insights and ensure everything goes smoothly for our clients.”

  • "Insightly has become our institutional memory; we retain every element of interactions with leads and customers, and that helps us connect with people. Those connections make people want to do business with us."

  • "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 meet many architects, interior designers, consultants, and representatives from building companies at industry events. Insightly’s mobile app is great, especially for capturing new relationship data."

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