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“Insightly has really helped us hold our teams accountable and forecast our business more effectively."
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“Insightly is not just a CRM for small businesses – it’s a CRM for growing businesses. As your company grows, it grows with you. It’s a great platform.”
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"At Creative Market, we’re not sales driven, we’re relationship driven. Insightly helps us build and maintain the personal relationships that drive our business and community."
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"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."
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"Insightly is very intuitive! My students jumped right in. Using Insightly is teaching them real world business etiquette and processes."
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"It’s one of the best CRM products I’ve ever seen, and I’ve been using CRMs for a long time. Insightly is easily configurable without the need to hire pricey technicians or consultants."
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“The support team at Insightly is excellent, and we’ve learned a lot from our training sessions. They go the extra mile to answer questions and ensure we’re satisfied.”
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"Insightly actually listens to its customers and works with us to find creative solutions to sometimes complex issues. That’s a big deal for us."
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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 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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"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."
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“Expansion into the United States, Asia-Pacific countries, and the UK seems like a natural fit for us. Of course, this type of expansion requires a very well thought-out strategy and project plan. Thankfully, we have Insightly to help us organize everything.”
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“Slack is big at FlexCareers. We were excited to deploy Insightly’s opportunity tracking integration for Slack. We’re even more excited about what that integration could do for us in the future.”
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"Account managers and project managers occasionally identify new leads, but they don’t have full access to Insightly. We’ve built a Google Form that collects the data and automatically creates a lead record in the app."
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"Insightly connects the dots between your inbox and to-do list and helps users accomplish more tasks. Sales reps can quickly click between tasks and linked contact records, which helps them prepare for calls in less time."