"We’ve integrated Insightly with Xero accounting software. This integration provides transparency into the invoicing process for users across the organization, including our Head of Finance."

"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."

"If you use Insightly correctly and take advantage of tasks, tagging, email integration and so forth, your chances of dropping the ball due to human error are greatly reduced. That alone is a huge benefit for any business. I think it’s an awesome tool for businesses large and small."

"Insightly keeps our team in sync and on track so we can manage our deadlines and keep customer satisfaction high."

“I knew that I wanted to grow my startup business, so I was looking for an affordable, fully customizable CRM that would be able to grow with us, We had never used a CRM prior to Insightly, so we needed a solution with an intuitive interface that would be easy …

“Insightly custom fields allow us to track metrics that are unique to our business model. We use custom fields to measure article complexity and other relevant data points. Custom field records are conveniently available within Insightly’s drag-and-drop report builder. Being able to report on custom field data has allowed us …

"Insightly is as easy to use as a filing cabinet or a paper clip-so easy, it's Zen-like. Even our non-technical staff can use Insightly effectively, so it’s improved our employee satisfaction and productivity across the board."

“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."

"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."

"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. It’s easy to use, it’s fast, and it fits the needs of SMBs."

“Insightly’s customer support is excellent – we usually receive a helpful reply within 24 or 48 hours, which is impressive. Insightly’s documentation is also a great resource.”

"For my purposes, Insightly is the perfect package because it’s easy to use and very intuitive. Insightly strikes a balance between providing a satisfying experience and functionality without all the fluff."

“Insightly offers a robust library of videos and self-help materials. We’ve also had a positive experience with Insightly’s customer success team.”

"Insightly offers low-cost solutions for SMBs that help us not only better manage customer relations and sales, but exponentially grow. As we bring on new team members to serve our expanding market, Insightly helps us make sure we don’t miss a beat in following up on leads and fulfilling customer …