154 Insightly Testimonials

“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes.”

"Insightly and Xero have helped Beeline consolidate the administrative functions of the business. This, in turn, has benefited our company in numerous ways: time savings equals more profit, transparent work flow makes for a happier staff, efficient record keeping results in happier customers. All of this has made the daily stuff more fun."

“It’s really a no-brainer when you consider the value compared to the cost. Insightly is highly intuitive, which expedites user onboarding and time to value.”

"Having a history in Insightly helps elevate our level of customer service."

“Simply put, Insightly aligns with our core values of earning client trust, collaborating, providing solutions, and evolving. It’s a great solution, and it has solved many of the challenges we were facing.”

“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.”

"If you believe that the most powerful CRM is the one that your users will actually use, then Insightly is your next CRM. It’s the most effective CRM available for small businesses, and your users will love using it."

“Insightly is more than just a contact manager. It has simplified our management workflow, delivering transparency and visibility to our entire team across Australia.”

"Insightly helps me to stay on top of the complexity of writing markets and keep productive as a writer."

"Insightly is an intuitive and user-friendly tool that has helped our company streamline back-end processes, allowing us to focus on our core business and educate consumers about the dangers of traditional household cleaners."

"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."

“From an administrator’s standpoint, Insightly is especially useful for reporting and analytics. With Insightly dashboards, we monitor a variety of key metrics, such as lead volume, sales cycle, and task count.”

“I spend most of my day in Insightly. Whether I’m at my desk or on the go, I have the tools to stay organized, engage prospects, and deliver on promises.”

"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."

"To put it simply, Insightly allows us to operate our business better and is therefore by definition invaluable. We have been told that we are much more methodical and organized than a typical VC firm, and I credit that to not only our personalities, but also the structured and organized processes we channel through Insightly."