154 Insightly Testimonials

"Insightly helped us transform a fairly small team into a more professional team, which makes us look like a bigger business. We’re able to handle more business thanks to Insightly."

"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."

"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."

"We’ve integrated Insightly with Xero accounting software. This integration provides transparency into the invoicing process for users across the organization, including our Head of Finance."

“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.”

“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’s customer support is excellent – we usually receive a helpful reply within 24 or 48 hours, which is impressive. Insightly’s documentation is also a great resource.”

"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."

"Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes."

“From an administrator’s standpoint, Insightly is especially useful for reporting and analytics. With Insightly dashboards, we monitor a variety of key metrics, such as lead volume, sales cycle, and task count.”

“I spend most of my day in Insightly. Whether I’m at my desk or on the go, I have the tools to stay organized, engage prospects, and deliver on promises.”

“Kanban views let us monitor productivity and forecast pipeline revenue. We use the data in Insightly to make smarter business decisions, engage more students, and continuously grow our business.”

"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’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.”

"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."