154 Insightly Testimonials

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

"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."

"Opportunity reports help us monitor real-time progress in the sales pipeline. We also use Insightly dashboards to track important KPIs."

"Life is easier with Insightly. I have all the information that I need, when I need it, and I never have to worry about being unprepared for meetings since I can easily find and access all necessary materials directly from the site."

"Insightly is the number one platform and priority for our executives to scale our processes nationwide and get the insights we need to make improvements in our business."

“Our product development team is studying how Insightly could help them track projects. Insightly has dramatically improved many aspects of our business, and we’re excited to see what else it can do.”

"A significant part of what we offer students is the personalized support they need to apply, enter and complete the BECA program and then succeed in postsecondary schools. Insightly makes it easy for our small staff to track hundreds of students and make sure no one falls through the cracks."

"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."

"The world has changed, and so has sales. Insightly’s smartphone and tablet apps are interactive and user-friendly, which helps users be more adaptive to change."

“We went with Insightly because of its customization capabilities. It was going to be simple to use Insightly’s API for our integrations. We also realized that solutions like Salesforce were just too much for our needs. Insightly is right-sized to our business, and has proven to be very flexible and customizable over the long-term.”

“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes.”

"Insightly has freed up my brain from the thousands of tasks and contacts Yep Roc needs to track. The platform captures critical information, and we know that it will signal us when it’s time for the team to address next steps in the many projects we manage. Insightly is easy to use and vital to Yep Roc."

"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."

“Insightly increases capacity by automating the sales pipeline. As a result, our sales team is able to take on more leads, close more deals, and provide even better customer service.”

“Prior to Insightly, we had to manually enter contact records into our CRM. Insightly’s web-to-lead forms automatically create and route lead records on our behalf, freeing up more time for other value-added activities.”