Customer Stories

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

Filter by View All

Software & Technology

We Got POP

We Got POP converts prospects into lifelong relationsh.... Read more

Health & Wellness

Vitajoy

Needed to simplify the sales management process and of... Read more

Education

VAE

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

Non-Profit

Ungt Entreprenorskap

Insightly makes it easier for Ungt Entreprenørskap to... Read more

Consulting

Trust Consulting

Needed a project management system that aligned with i... Read more

Online Media

Tribuna

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

Manufacturing

Stoanz Ltd.

Stoanz Ltd. achieves scalable sales process with Insig... Read more

Marketing & Advertising

SNP

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

Financial Services

Skidmore

Needed deeper insight into the companies in its invest... Read more

Professional Services

RDAYMN

Insightly makes it easier for Regional Development Aus... Read more

Software & Technology

proquo ai

Insightly makes it easier for proquoᵃ ͥ to deliver inn... Read more

Retail

Poway

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

Real Estate

Performance Property

Needed a customizable CRM that simplified the admin ef... Read more

Design & Build

PDS Group

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

Financial Services

PayProp

Needed to streamline lead and opportunity management... Read more

Health & Wellness

O2X

Needed to provide an integrated approach to relationsh... Read more

I.T. & Services

NowPow

Needed to track inquiries from hospitals, health cente... Read more

Software & Technology

NIX

Needed an affordable CRM that was both intuitive and e... Read more

Design & Build

Mowery Construction

Needed a single source of truth and streamline busines... Read more

MineralWare

Insightly makes it easier for MineralWare to acquire, ... Read more

Music

Millers Music

Needed to create sales accountability and lay the foun... Read more

Professional Services

Medeuronet

Needed to provide visibility into sales pipeline and d... Read more

Krauss-Maffei

Insightly helps supplier with intuitive UI & workflow.... Read more

Transportation

Kings Transport

Australian transportation company achieves 100% CRM us... Read more

Retail

Kimberbell Designs

Insightly makes it easier for Kimberbell Designs to co... Read more

Education

Kids Code Jeunesse

Insightly helps nonprofit inspire new generation of co... Read more

Education

Kent ISD

Needed to deliver an enhanced sense of collaboration a... Read more

Professional Services

Hardman & Co

By centralizing the company’s contacts, organizations,... Read more

E-Commerce/Retail

GOVX

Using spreadsheets to track the retailer onboarding pr... Read more

Financial Services

GLAS Agency

GLAS implemented Insightly to accommodate new opportun... Read more

Insurance

Fringe Benefit Plans

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

Professional Services

FlexCareers

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

Insurance

Fleury Risk Management

FRM uses Insightly to track & engage relationships thr... Read more

Publishing

FitSmallBusiness.com

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

I.T. & Services

Fifth Step

Insightly makes it easier for Fifth Step to acquire, e... Read more

Consulting

EnterpriseIS

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

E-Learning

Engage

Needed to simplify the collection, management, and tra... Read more

Design & Build

eHaus

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

Education

DynEd

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

Transportation

Discount

Canadian vehicle rental company grows commercial sales... Read more

Education

Denver Public Schools

With Insightly, DPS enjoys better insights for more pr... Read more

Retail

Creative Lighting

Needed to facilitate collaboration among sales, market... Read more

Design & Build

CBUSA

CBUSA chose Insightly for intuitive project features, ... Read more

Campbell Travel

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

Manufacturing

Bright Planet Solar

Insightly makes it easier for Bright Planet Solar to a... Read more

BookFuel

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

Atlanta Eats

Insightly makes it easier for Atlanta Eats to coordina... Read more

Savanta

How Savanta maintains data integrity, uses customer insight.... Read more

Hurst Review

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

Manufacturing

4over LLC

Needed a solution for tracking customer acquisitions a... Read more

Software & Technology

NimbleRX

Insightly helps NimbleRx align teams & improve experience.... 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

Experience the Insightly platform for yourself