Customer Stories

See how select customers grow their businesses faster with Insightly CRM

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Manufacturing

4over LLC

Needed a solution for tracking customer acquisitions and engagement efforts... Read more

Software & Technology

Annexus Health

Needed a rich feature set, out-of-the-box integrations, and scalability... Read more

Media

Atlanta Eats

Insightly makes it easier for Atlanta Eats to coordinate the many moving parts of its sales organization.... Read more

Publishing

Bookfuel

Existing CRM was costly and lacked critical post-sale processes... Read more

Manufacturing

Bright Planet Solar

Insightly makes it easier for Bright Planet Solar to achieve enhanced profitability through business process automation.... Read more

Manufacturing

By All Means Graphics

Needed an intuitive CRM to streamline projects and customer engagement... Read more

Travel

Campbell

Wanted an alternative CRM that was easier to use and less costly... Read more

Marketing & Advertising

Congruent Story

Insightly makes it easier for Congruent Story to build a scalable sales organization.... Read more

Retail

Creative Lighting

Needed to facilitate collaboration among sales, marketing and service teams... Read more

Transportation

Discount

Needed to support a mobile workforce connected with call center reps and managers... Read more

Education

DynEd

Legacy CRM lost more data than it captured due to poor user adoption... Read more

Design & Build

eHaus

Needed a better way to manage clients and multi-phase construction projects... Read more

E-Learning

Engage

Needed to simplify the collection, management, and tracking of customer data... Read more

Consulting

EnterpriseIS

Needed a better way to manage its client interactions and business commitments... Read more

I.T. & Services

Fifth Step

Insightly makes it easier for Fifth Step to acquire, engage, and serve its clients.... Read more

Publishing

FitSmallBusiness

Needed a more efficient way to manage its editorial process... Read more

Professional Services

FlexCareers

Had relied on spreadsheets and in-house databases to track initiatives... Read more

Insurance

Fringe Benefit Plans

Sought to systematize the agency’s approach to account management... Read more

Manufacturing

Global Presence Alliance

Needed a better way to manage referral opportunities, members and projects... Read more

E-Commerce/Retail

GOVX

Using spreadsheets to track the retailer onboarding process wasn’t cutting it... Read more

Design & Build

Guardian Home Improvements

Insightly makes it easier for Guardian Home Improvements to engage existing and prospective customers.... Read more

Software & Technology

HeroX

Needed an easier way to track its sales and project pipelines... Read more

Education

Kent-ISD

Needed to deliver an enhanced sense of collaboration and efficiency... Read more

Retail

Kimberbell Designs

Insightly makes it easier for Kimberbell Designs to coordinate successful events.... Read more

Professional Services

Medeuronet

Needed to provide visibility into sales pipeline and daily operations... Read more

Music

Millers-Music

Needed to create sales accountability and lay the foundation for future growth... Read more

Software & Technology

MineralWare

Insightly makes it easier for MineralWare to acquire, understand, and engage its customers.... Read more

Design & Build

Mowery Construction

Needed a single source of truth and streamline business development efforts... Read more

Software & Technology

NIX

Needed an affordable CRM that was both intuitive and easy to customize... Read more

I.T. & Services

NowPow

Needed to track inquiries from hospitals, health centers, and social services... Read more

Health & Wellness

O2X

Needed to provide an integrated approach to relationship and project management... Read more

Financial Services

PayProp

Needed to streamline lead and opportunity management, communication and reporting... Read more

Design & Build

PDS Group

Needed to simplify every aspect of relationship management... Read more

Real Estate

Performance Property

Needed a customizable CRM that simplified the admin efforts of client management... Read more

Financial Services

Personal Accountant

Needed to either evolve its systems or begin turning away new customers... Read more

Retail

Poway

Needed the perfect blend of features and affordability... Read more

Professional Services

Reach Immigration

Needed to acquire customers and ensure their immigration experience is top notch... Read more

Marketing & Advertising

Sharp and Company

Wanted an all-in-one contact and opportunity management system... Read more

Financial Services

Sierra Constellation

Needed to simplify contact management, opportunity tracking and project delivery... Read more

Financial Services

Skidmore

Needed deeper insight into the companies in its investment portfolio... Read more

Marketing & Advertising

SNP

Needed a better way to track relationships and manage projects... Read more

Professional Services

The Red Pen

Wanted to streamline its data collection, management and reporting processes... Read more

Online Media

Tribuna

Needed a hub for leads, opportunities, and related correspondence... Read more

Consulting

Trust Consulting

Needed a project management system that aligned with its business model... Read more

Education

VAE

Needed a cloud-based CRM that could scale quickly with their business... Read more

Health & Wellness

VITAJOY

Needed to simplify the sales management process and offer greater transparency... Read more

P.R. & Communications

Waite Company

Needed to track the community education programs that it manages... Read more

Wine & Spirits

YaVe Tequila

Needed a mobile CRM that simplified managing leads, opportunities and projects... Read more

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

Want us to tell your story? Give us a call:
+1 888 999-4039

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