"Insightly brings clarity to our business development initiatives. We can easily see how many deals are still outstanding and which ones require follow-up."
"Insightly provides a comprehensive snapshot for each project, which helps global program managers follow through on commitments to clients."
"The key to CRM is seamless integration. We use Gmail and Google Apps extensively and really enjoy the tight integration provided by the Insightly Gmail gadget. With Insightly, we get an easy-to-use, fully integrated CRM and document management tool that users rely on every day."
“Insightly tells us where customers came from, how much they cost to acquire, and which channels are most effective. The net result is better decision making and improved return on investment.”
“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.”
"I really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”
“Insightly frees up time for value-added initiatives. Moving forward, we plan to reinvest this time back into the system and further optimize our use of Insightly.”
“Activity sets, advanced reporting, and dashboards will be very beneficial.”
"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."
"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."
“Even starting with the data structure. I talked to Insightly about our use cases and how contacts and organizations needed to relate. And when I brought that to Insightly, the team told us that everything is related to everything else, there are no limitations.”
"I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."
"Insightly kanbans make it easier to visualize the status of each deal. With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals."
“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.”