"Insightly brings clarity to our business development initiatives. We can easily see how many deals are still outstanding and which ones require follow-up."
"Insightly provides a comprehensive snapshot for each project, which helps global program managers follow through on commitments to clients."
"The key to CRM is seamless integration. We use Gmail and Google Apps extensively and really enjoy the tight integration provided by the Insightly Gmail gadget. With Insightly, we get an easy-to-use, fully integrated CRM and document management tool that users rely on every day."
"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."
"Insightly seemed like a much better value when compared to other systems. I quickly realized that Insightly could do everything that Salesforce could - if not more."
"We use the Insightly mailbox feature to capture emails from Outlook. Insightly automatically ties emails to the correct contacts and opportunities, which saves us time."
"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."
“Insightly offers a robust library of videos and self-help materials. We’ve also had a positive experience with Insightly’s customer success team.”
"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."
“What stood out about the Insightly solution is that they give you a base to work with and you can mold that to fit your business processes.”
"Insightly enables us to provide the ultimate customer experience, reduce oversights, and maximize our revenue opportunities."
"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 expectations."
"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."
"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."
"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."