Customer Stories
See how customers grow their businesses faster with Insightly Marketing and 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
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
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
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
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
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
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
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
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
Travel
Tomahawk
Insightly helps Tomahawk enjoy greater transparency, adoption, & accountability.... 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
We're always adding new customer stories. Check back soon.
Want us to tell your story? Give us a call:
+1 888 999-4039