154 Insightly Testimonials

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  • "It is the most cost-effective and stress-reducing tool that we have at our disposal. We know how frustrating it can be to run a small business. Insightly eliminates the organizational and operational challenges that prevent small businesses from growing with a cost and payment structure no entrepreneur can ignore."

  • "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."

  • “But as we’ve started to grow our customer base and scale the business, we started facing an operational challenge.”

  • "Dashboards keep users informed about the status of each deal. We’re able to visualize new business written, opportunities still in the pipeline, and the value of each pipeline stage."

  • "It was seamless to work with Insightly Professional Services on these eight integrations. We sat down and told them what we needed. In each case, they said they could help us hit our goals."

  • “We have an ambitious sales team that spans the full spectrum of experience levels. We needed a CRM that provided everything a veteran rep would want, but it also needed to be easy for new team members to pick up. Insightly was the clear choice for us.”

  • “Insightly is vital to the growth of our business. The reports and dashboards help us understand where the company has been, where we’re at, and where we’re going.”

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

  • “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 …

  • "Insightly is working great, so far. It’s a fantastic tool. I’ve even promoted Insightly to one of my suppliers."

  • "Insightly injects an element of competition into our sales pipeline. Sales reps can visualize their pipeline in real time and see how it stacks up to the rest of the team."

  • "Bring that to scale with the volume across four field offices, in three states and remote teams all over the world–we needed a system that would allow us to track a multitude of data points that would take us from a startup just over a year ago to now laying …

  • “We were able to replicate an integration between Insightly and Smartsheet that previously relied on several hundred lines of custom code, in just a couple of hours. The visual user interface proved very intuitive and robust, making previously complex tasks much easier and more reliable. AppConnect is only accessible over …

  • "Insightly makes Google Apps easy to use, while adding a layer of functionality that makes it easy to run a small business that doesn’t have IT resources or infrastructure."

  • "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."