154 Insightly Testimonials

"I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."

“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 took us out of the old school into the new school. We now have an easy-to-use CRM solution that beats our previous pen-and-paper or Excel spreadsheet process."

"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."

"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."

“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.”

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

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%."

"I really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”

"Insightly connects the dots between your inbox and to-do list and helps users accomplish more tasks. Sales reps can quickly click between tasks and linked contact records, which helps them prepare for calls in less time."

"Because operations and sales all utilize Insightly, we’re all empowered to deliver great customer experiences. Insightly delivers a great way for us in operations to understand and get ahead of what’s coming."

"Our central team uses Insightly to collaborate with several different departments and deliver great projects. We also use Insightly reports to measure the success of projects and discover opportunities for repeat business."

“Our customers receive better service from us, thanks to Insightly. Insightly keeps us informed of client needs and helps us identify innovative solutions to meet those needs.”

"To put it simply, Insightly allows us to operate our business better and is therefore by definition invaluable. We have been told that we are much more methodical and organized than a typical VC firm, and I credit that to not only our personalities, but also the structured and organized processes we channel through Insightly."