Customer Stories

See how customers grow their businesses faster with Insightly Marketing and CRM

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E-Commerce/Retail

Spirit Sox USA

Woman-owned start-up brings custom socks to the masses

Software & Technology

Agrando

Agrando improves productivity with Insightly’s customizable dashboards

Software & Technology

Knightscope

Knightscope seamlessly switches from Salesforce to Insightly

Non-Profit

Tualatin SWCD

Tualatin engages the community in conservation efforts, and builds with Insightly.

Solar

Better Earth Solar

AppConnect drives growth by streamlining workflows and process.

Professional Services

Momentum Consultants & Actuaries

Insightly helps MCA scale business acquisition process

Software & Technology

We Got POP

We Got POP converts prospects into lifelong relationship

P.R. & Communications

The Waite Company

Needed to track the community education programs that

Health & Wellness

Vitajoy

Needed to simplify the sales management process and of

Education

VAE

Needed a cloud-based CRM that could scale quickly with

Non-Profit

Ungt Entreprenorskap

Insightly makes it easier for Ungt Entreprenørskap to

Marketing & Advertising

UK Local TV

Local TV scales sales with Insightly to deliver superi

Consulting

Trust Consulting

Needed a project management system that aligned with i

Online Media

Tribuna

Needed a hub for leads, opportunities, and related cor

Manufacturing

Stoanz Ltd.

Stoanz Ltd. achieves scalable sales process with Insig

Marketing & Advertising

SNP

Needed a better way to track relationships and manage

Financial Services

Skidmore

Needed deeper insight into the companies in its invest

Financial Services

Sierra Constellation

Needed to simplify contact management, opportunity tra

Marketing & Advertising

Sharp & Company

Wanted an all-in-one contact and opportunity managemen

Professional Services

Reach Immigration

Needed to acquire customers and ensure their immigrati.

Professional Services

RDAYMN

Insightly makes it easier for Regional Development Aus

Software & Technology

proquo ai

Insightly makes it easier for proquoᵃ ͥ to deliver inn

Retail

Poway

Needed the perfect blend of features and affordability

Professional Services

Positive Approach to Care

Insightly makes it easier for Positive Approach to Car

Financial Services

Personal Accountant

Needed to either evolve its systems or begin turning a

Real Estate

Performance Property

Needed a customizable CRM that simplified the admin ef

Design & Build

PDS Group

Needed to simplify every aspect of relationship manage.

Marketing & Advertising

PCG Digital

PCG Digital overcame silos, increased collaboration, a

Financial Services

PayProp

Needed to streamline lead and opportunity management

Health & Wellness

O2X

Needed to provide an integrated approach to relationsh

I.T. & Services

NowPow

Needed to track inquiries from hospitals, health cente

Software & Technology

NIX

Needed an affordable CRM that was both intuitive and e

Financial Services

Multifamily Utility Company

Insightly helps Multifamily Utility scale sales operat.

Design & Build

Mowery Construction

Needed a single source of truth and streamline busines

MineralWare

Insightly makes it easier for MineralWare to acquire,

Music

Millers Music

Needed to create sales accountability and lay the foun

Professional Services

Medeuronet

Needed to provide visibility into sales pipeline and d

Krauss-Maffei

Insightly helps supplier with intuitive UI & workflow.

Transportation

Kings Transport

Australian transportation company achieves 100% CRM us

Retail

Kimberbell Designs

Insightly makes it easier for Kimberbell Designs to co

Education

Kids Code Jeunesse

Insightly helps nonprofit inspire new generation of co

Education

Kent ISD

Needed to deliver an enhanced sense of collaboration a

P.R. & Communications

Kearns & West

Kearns & West better tracks deals with Insightly.

Software & Technology

IT Consultis

Insightly helps IT Consultis increase YOY revenue.

I.T. & Services

Innovative Management Solutions

IMS integrates sales & marketing with Insightly platfo

Professional Services

Hardman & Co

By centralizing the company’s contacts, organizations,

Design & Build

Guardian Home Improvements

Insightly makes it easier for Guardian Home Improvemen

E-Commerce/Retail

GOVX

Using spreadsheets to track the retailer onboarding pr

Manufacturing

Global Presence Alliance

The GPA uses Insightly to enhance value provided to me

Financial Services

GLAS Agency

GLAS implemented Insightly to accommodate new opportun

Insurance

Fringe Benefit Plans

Sought to systematize the agency’s approach to account

Insurance

Fleury Risk Management

FRM uses Insightly to track & engage relationships thr

Publishing

FitSmallBusiness.com

Needed a more efficient way to manage its editorial pr

I.T. & Services

Fifth Step

Insightly makes it easier for Fifth Step to acquire, e

Health & Wellness

Evolve BioSystems

Evolve switches to Insightly and partners with Insight

Consulting

EnterpriseIS

Needed a better way to manage its client interactions

E-Learning

Engage

Needed to simplify the collection, management, and tra

Design & Build

eHaus

Needed a better way to manage clients and multi-phase

Education

DynEd

Legacy CRM lost more data than it captured due to poor

Transportation

Discount

Canadian vehicle rental company grows commercial sales

Education

Denver Public Schools

With Insightly, DPS enjoys better insights for more pr

Retail

Creative Lighting

Needed to facilitate collaboration among sales, market

Marketing & Advertising

Congruent Story

Insightly makes it easier for Congruent Story to build

Health & Wellness

Community Care of North Carolina

Healthcare company preps for changes in 2020 with Insi

Design & Build

CBUSA

CBUSA chose Insightly for intuitive project features,

Campbell Travel

Wanted an alternative CRM that was easier to use and l

Manufacturing

By All Means Graphics

Insightly makes it easier to impress customers with ou

Manufacturing

Bright Planet Solar

Insightly makes it easier for Bright Planet Solar to a

BookFuel

Existing CRM was costly and lacked critical post-sale

Atlanta Eats

Insightly makes it easier for Atlanta Eats to coordina

Software & Technology

Annexus Health

Needed a rich feature set, out-of-the-box integrations

Savanta

How Savanta maintains data integrity, uses customer insight.

Hurst Review

Hurst Review gains actionable insights and saves 20% by switching to Insightly.

Manufacturing

4over LLC

Needed a solution for tracking customer acquisitions a

Software & Technology

NimbleRX

Insightly helps NimbleRx align teams & improve experience.

We're always adding new customer stories. Check back soon.

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