Customer Stories

See how select customers grow their businesses faster with Insightly CRM

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4over LLC

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

Professional Services

Airbnb HandsFree

Insightly makes it easier for Airbnb Handsfree to deliver a five-star experience to clients.... Read more

Software & Technology

Annexus Health

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


Atlanta Eats

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



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


Bright Planet Solar

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


By All Means Graphics

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


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


Creative Lighting

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



Canadian vehicle rental company grows commercial sales 30% within one year... Read more



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

Design & Build


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



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



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


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

Professional Services


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


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


Global Presence Alliance

The GPA uses Insightly to enhance value provided to members... Read more



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

Software & Technology


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

P.R. & Communications

Kearns & West

Kearns & West better tracks deals with Insightly.... Read more


Kent ISD

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


Kimberbell Designs

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

Professional Services


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


Millers Music

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

Software & Technology


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


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

I.T. & Services


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

Health & Wellness

NP Hub

Insightly makes it easier for NP Hub to make clinical rotation placements for nurse practitioner students.... Read more

Health & Wellness


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

Financial Services


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

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



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

Professional Services


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

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


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

Marketing & Advertising


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


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


Trust Consulting

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


Ungt Entreprenorskap

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



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

Marketing & Advertising


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

Health & Wellness


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

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