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

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

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
Insightly makes it easier to impress customers with outstanding support... Read more

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

Design & Build
CBUSA
CBUSA chose Insightly for intuitive project features, custom reporting, and 20% savings.... Read more

Health & Wellness
Community Care of North Carolina
Healthcare company preps for changes in 2020 with Insightly.... 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

Education
Denver Public Schools
With Insightly, DPS enjoys better insights for more productive recruiting.... Read more

Transportation
Discount
Canadian vehicle rental company grows commercial sales 30% within one year... 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

Health & Wellness
Evolve BioSystems
Evolve switches to Insightly and partners with Insightly Professional Services.... 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.com
Needed a more efficient way to manage its editorial process... Read more

Insurance
Fleury Risk Management
FRM uses Insightly to track & engage relationships throughout the entire buyer journey.... 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

Financial Services
GLAS Agency
GLAS implemented Insightly to accommodate new opportunities... Read more

Manufacturing
Global Presence Alliance
The GPA uses Insightly to enhance value provided to members... 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

Professional Services
Hardman & Co
By centralizing the company’s contacts, organizations, opportunities, and projects under one roof, Hardman & Co has created a scalable data management structure.... Read more

I.T. & Services
Innovative Management Solutions
IMS integrates sales & marketing with Insightly platform.... Read more

Education
Kids Code Jeunesse
Insightly helps nonprofit inspire new generation of coders.... Read more

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

Transportation
Kings Transport
Australian transportation company achieves 100% CRM user adoption with Insightly... 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

Professional Services
Momentum Consultants & Actuaries
Insightly helps MCA scale business acquisition processes.... Read more

Design & Build
Mowery Construction
Needed a single source of truth and streamline business development efforts... Read more

Financial Services
Multifamily Utility Company
Insightly helps Multifamily Utility scale sales operations.... Read more

Software & Technology
NimbleRX
Insightly helps NimbleRx align teams & improve experience.... 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

Marketing & Advertising
PCG Digital
PCG Digital overcame silos, increased collaboration, and reduced costs with Insightly.... 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

Professional Services
Positive Approach to Care
Insightly makes it easier for Positive Approach to Care to track relationships, host effective events, and scale its operations.... Read more

Software & Technology
proquoai
Insightly makes it easier for proquoᵃ ͥ to deliver innovative brand management technology.... Read more

Professional Services
RDAYMN
Insightly makes it easier for Regional Development Australia Yorke and Mid North to report on the services it provides.... Read more

Professional Services
Reach Immigration
Needed to acquire customers and ensure their immigration experience is top notch... Read more

Marketing & Advertising
Savanta
How Savanta maintains data integrity, uses customer insight.... 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

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

Marketing & Advertising
UK Local TV
Local TV scales sales with Insightly to deliver superior CX.... Read more

Non-Profit
Ungt Entreprenorskap
Insightly makes it easier for Ungt Entreprenørskap to engage community leaders and deliver effective programs.... Read more

Health & Wellness
Vitajoy
Needed to simplify the sales management process and offer greater transparency... Read more

P.R. & Communications
The Waite Company
Needed to track the community education programs that it manages... Read more

Software & Technology
We Got POP
We Got POP converts prospects into lifelong relationships. with Insightly.... 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