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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 definitely makes our company more productive. It helps us stay on track, prioritize our work, and deliver a better experience for clients.”
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“We’ve streamlined our order management workflow with Insightly. Insightly projects let us track each order in the pipeline. Tasks ensure nothing is slipping through the cracks.”
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"Our central team uses Insightly to collaborate with several different departments and deliver great projects. We also use Insightly reports to measure the success of projects and discover opportunities for repeat business."
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"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 …
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"Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes."
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“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.”
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“Insightly is a user-friendly platform and has contributed to our collective knowledge. We’re only starting to realize the full potential of Insightly.”
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“We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.”
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"Since using Insightly, we have managed to increase our client base by 200 percent. The ability to monitor opportunities has proven invaluable."
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"I have a lot to remember, so Insightly helps me organize all of my company's contacts and project information."
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"The goal is to decrease our average cost per lead and maximize our conversion rates."
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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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“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.”
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"We meet many architects, interior designers, consultants, and representatives from building companies at industry events. Insightly’s mobile app is great, especially for capturing new relationship data."