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“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.”
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"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 …
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"Insightly delivers an up-to-the-second summary of the company’s performance. Dashboards present our revenue data and other KPIs in an engaging and easily digestible format."
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“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.”
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"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."
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"We evaluated several different CRMs, but ultimately, Insightly was the perfect fit for DynEd. Competing systems seemed overly complex, but Insightly is straight and to the point."
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"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."
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“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 …
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“Insightly is the best tool for us. It organizes our entire sales process and helps us close more deals.”
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"What really stands out with Insightly is how easy it is to get started. It’s intuitive and really drives sales rather than getting in the way of the work that we need to do."
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“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.”
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“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.”
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"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."
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“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 …
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"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."