Customer Stories
See how select customers grow their businesses faster with Insightly CRM
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 Travel
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.com
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 & 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
Non-Profit
Ungt Entreprenorskap
Insightly makes it easier for Ungt Entreprenørskap to engage community leaders and deliver effective programs.... Read more
Education
VAE
Needed a cloud-based CRM that could scale quickly with their business... Read more
Marketing & Advertising
VIGA
How VIGA maintains data integrity, uses customer insight... 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
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