154 Insightly Testimonials

“Insightly is an extremely powerful and adaptable CRM, and it takes the pain out of managing day-to-day operations. Our company is more scalable with Insightly, which has a direct effect on customer satisfaction and business development.”

"Having a history in Insightly helps elevate our level of customer service."

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

“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.”

"Using Insightly, together with our business managers, we can analyze key metrics and provide appropriate investment for additional growth. It also provides us with benchmarks for comparing acquisition targets."

“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.”

“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 holds us accountable and delivers the intelligence we need to improve our lead and account management workflow. We’ve gained additional control over the process by tracking user productivity.”

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

"With Insightly, we’re bringing on more business than ever, and it’s especially rewarding to check the ‘won’ box. With our improved organization, we’ve received quite a bit of praise from clients about our promptness."

“As we continued to expand our business, it became clear that Excel could no longer scale to meet our needs and that we needed to move into a digital customer management solution, We concluded that Insightly could deliver on customization, integration requirements, and ease of use – and that it would grow with our business.”

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

"During our off-season, we spend time tweaking our processes and procedures for using Insightly. We’re continuously refining our Insightly instance to achieve maximum consistency and reap the most benefits from the system."

"Insightly helps make my life easier. As managing director, I know that my sales team is in control of its relationships with clients, and I can check in at any time, from anywhere, to get a clear look at our customer base."

"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."