154 Insightly Testimonials

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  • "Bring that to scale with the volume across four field offices, in three states and remote teams all over the world–we needed a system that would allow us to track a multitude of data points that would take us from a startup just over a year ago to now laying …

  • "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."

  • “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.”

  • “Insightly is very easy to learn and use. It’s a great tool, and we’re excited to use it to drive future growth.”

  • "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."

  • "Insightly makes Google Apps easy to use, while adding a layer of functionality that makes it easy to run a small business that doesn’t have IT resources or infrastructure."

  • "Dashboards keep users informed about the status of each deal. We’re able to visualize new business written, opportunities still in the pipeline, and the value of each pipeline stage."

  • "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."

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

  • "The other CRMs we used weren’t right for a company of our size. With Insightly, we can manage our database easily and get the information we need to give our students and applicants the answers they need. Our enrollment has increased because of the improvements we’ve made since we started …

  • "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."

  • "Insightly has become our institutional memory; we retain every element of interactions with leads and customers, and that helps us connect with people. Those connections make people want to do business with us."

  • "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."

  • "Insightly has freed up my brain from the thousands of tasks and contacts Yep Roc needs to track. The platform captures critical information, and we know that it will signal us when it’s time for the team to address next steps in the many projects we manage. Insightly is easy …

  • “G Suite integration was an important feature for us. Insightly automatically synchronizes our email conversations, calendars, and documents and significantly reduces administrative work.”