For more than ten years, we’ve relied solely on Insightly to manage our leads, clients, and projects. It’s been our go-to tool for tracking everything important to our business.

Michael McNamee

IT Director

ProcessWorx  |  Consulting  |  21-50 employees

As a small organization, Insightly has really helped us stay organized and on top of things, making sure nothing gets missed and communication within our team has improved a lot. 

Ashley Sonju

Liaison

ReliaTrax |  Healthcare  |  1-20 employees

Insightly is very easy to use. Data is shown visually and you can customize the layout to meet your requirements. Plus there is excellent support and customer service.

Helen Bullen

Internal Account Manager

Senior Flexonics  |  Manufacturing  |  21-50 employees

I've been using Insightly for nearly 2 years now, and it has truly transformed the way I manage customer relationships. The seamless integration with other programs makes my workflow much more efficient. The new features keep it cutting-edge and customer-focused. It's easy to use, which is a huge plus for someone like me who's not the most tech-savvy. Highly recommend it!

Emily Jones   | Program Administrator

Aluminum Stewardship Initiative  |  Organizations  |  1-20 employees

Insightly systems empower our team to effectively chase sales and create loyal customers. The UI is easy to navigate, and the range of tools available is excellent.

Torin Oesterheld

Lead Coordinator

Kleenheat  |  Energy, Utilities, and Waste  | 51-200 employees

We love working with the workflow piece of the program. It keeps us organized, precise, and informed. The CRM is a helpful supplement to keep our customers informed!

Kiera Ebel

Uniforms Manager

Lucky Stone Uniforms  |  Retail

Insightly is a very flexible, customizable system that allows for quick, agile, low-code solutions to enhance sales, project workflow, and management.

Randa Doleh

COO

SIGMA Equipment  |  Machinery and Equipment Wholesalers  | 51-200 employees

Our Insightly CSM has been fabulous to work with. She is very responsive and able to explain things to our team when needed. She has been instrumental in this last year with helping us gain control over our CRM and understand how to best use it.

Karli Davis

Director of Operations

Hometown Window & Door Company  |  Retail  | 1-20 employees

We are dealing with a fairly complex integration, and the Insightly team has provided us direct access to talented programmers and consultants to ensure all of our wishes and requests are included in the solution.

John Clelland

Integrator

Peel Meat Packers  |  Meat processing + packaging  | 21-50 employees

I found [Insightly] incredibly user-friendly, as the navigation was a breeze even for a newbie like me. Coupled with the automation and productivity enhancement that Insightly offers, these tools streamline workflows and save precious time. They truly equip sales and marketing teams with everything needed for top-notch performance. The automation features are particularly powerful, transforming the once tedious processes into efficient, seamless operations.

Rachelle Cross   |  Administrative Assistant

Ironwood Business Consulting  |  Consulting  |  1-20 employees

“We use Insightly to ensure no projects get left behind or fall into the cracks and develop new processes for proper streamlining. This tool is beneficial for centralizing all firm’s targets and KPIs.”

Ervin Chua

Help Desk Technician in Accounting  |  51-200 employees

“We use Insightly as our CRM to manage contacts, leads, and opportunities and build sales pipelines and dashboards. The ease with which Insightly manages our contacts and leads is incomparable. We haven’t found another CRM that can give us the same results with such ease!”

Verified User

Manager  |  Non-profit Organization Manager

“The best part of Insightly is that it is flexible and can be customized to exactly what is needed for each part of your team.”

Mary Beth Stevens

CFO in Publishing

“The Insightly tool is not only simple but customizable in several ways. The tool comes with standard automated workflows build in.”

Amber Livingston

Project Manager in Utilities  |  51-200 employees

“Insightly is a great tool for optimizing workflows and performance. The pipeline feature is very helpful for tracking each step in a workflow.”

Verified User

Project Manager in Program Development  |  51-200 employees

“We wanted something that was easy to use, easy to implement, easy to set up and easy for the team to start to daily use. If it was complicated they would not try it. Luckily we had a great onboarding team to help us train and get started right away so our team was ready to go.”

Verified User

Manager in Non-profit Organization Management

“Insightly has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes with other well known CRMs.”

Jennifer Walkowiak

Vice President of Business Development in Insurance  |   51-200 employees

“We’re a small team with lots of clients. All of the pertinent client information lives in Insightly. Insightly allows us to optimize our workflow to maximize output from each team member. We wouldn’t be able to function as an organization without Insightly.”

Shaun Myers

Head of Operations in Marketing & Advertising

“The workflow automations are excellent at Insightly. They integrate well with the design and communications tools that our vital in our business.”

Verified User

Advisor in Sales in Oil & Energy  |  201-500 employees

“Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab aby info I need on a project and relay that information over to a customer, or coordinate with others within the business.”

Verified User

Sales Representative in Renewables & Environment  |  501-1000 employees