Insightly Delivers Results

TechValidate, an independent 3rd party analysis group, surveyed Insightly’s customers to reveal that Insightly delivers a return on investment (ROI) in less than 3 months. We help our customers manage their contacts more efficiently, experience improved productivity, and gain clear insight into sales – all while reducing costs.

Source: Survey of 1323 users of Insightly

Reduce Cost
18%
Improve Organizations
54%
Get a better view of my sales pipeline
34%
Manage contacts more efficiently
63%
Get a handle on my day-to-day tasks
41%
Support business growth
29%
Wanted to be more competitive
9%
Other
10%
 

Return on Investment

67% of surveyed customers paid back their
investment in insightly in 1-3 months or less.

Source: Survey of 353 users of Insightly

Insightly Improves Productivity

41% of surveyed customers improved
productivity or organization with insightly.

Source: Survey of 1323 users of Insightly

Run Your Business More Efficiently

45% of surveyed customers run their business
more efficiently with insightly.

Source: Survey of 1323 users of Insightly

See why our customers love their CRM

  • Redeye Distribution

    Industry: Manufacturing

    United States

  • Science Exchange

    Industry: Technology

    United States

  • Optimize Social Media

    Industry: Advertising/Media

    United States

  • ShuttleCloud

    Industry: Technology

    United States

  • Iron Horse Brewery

    Industry: Brewing

    United States

  • Centercode

    Industry: Technology

    United States

  • Warwick Mills

    Industry: Manufacturing (Protective Materials)

    United States

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Case Studies

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  • 74 Systems
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    case study

    “The day I deployed Insightly for my company was a revolution. It literally changed everything.”

  • Acumen learning
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    case study

    “If you believe that the most powerful CRM is the one that your users will actually use, then Insightly is your next CRM.”

  • AggData
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    case study

    “Insightly helped us transform a fairly small team into a more professional team, which makes us look like a bigger business.”

  • “Insightly makes it easy for our small staff to track hundreds of students and make sure no one falls through the cracks.”

  • “Insightly and Xero have helped Beeline consolidate the administrative functions of the business.”

  • BizProspex
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    case study

    “By using Insightly, our team has increased our productivity by almost 50 percent.”

  • Body Local
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    case study

    “Insightly is a great tool to keep a virtual business organized and on the same page.”

  • Bright Hill Group
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    case study

    “Our goal was to turn our communication into a healthy sales pipeline, and Insightly has helped us do that.”

  • British-Norwegian Chamber of Commerce
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    case study

    “Insightly took us out of the old school into the new school. We now have an easy-to-use CRM solution that beats our previous pen-and-paper or Excel spreadsheet process.”

  • Burgin Construction
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    case study

    “Insightly is an all-around good sales and project management tool. I’ve used many different services but Insightly is the one that’s lasted because it’s simple to use and gets the job done.”

  • Business Made Simple
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    case study

    “Insightly eliminates the organizational and operational challenges that prevent small businesses from growing with a cost and payment structure no entrepreneur can ignore.”

  • Cariad Marketing
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    case study

    “For us, Insightly is by far the best, most simple, yet sophisticated CRM solution. I’d recommend Insightly to SMEs that want a streamlined system.”

  • centercode
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    case study

    “Insightly has become a strategic asset to our sales process, and we use just about every feature its team makes available.”

  • College Chefs
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    case study

    “Insightly is well worth the money we pay for it!”

  • Creative Market
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    case study

    “Insightly helps us build and maintain the personal relationships that drive our business and community.”

  • Creative Market
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    case study

    “Customer service is at the core of our business, and Insightly helps us achieve this crucial element through their CRM solution.”

  • Episode 1
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    case study

    “Insightly allows us to operate our business better and is therefore by definition invaluable.”

  • Farm Radio International
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    case study

    “Keeping track of 50 opportunities across six African countries would have been impossible without Insightly.”

  • Firefly Creative Writing
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    case study

    “I can’t even imagine running my business without Insightly activity sets.”

  • Flagler Palm Coast High School
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    case study

    “Insightly is very intuitive! My students jumped right in. Using Insightly is teaching them real world business etiquette and processes.”

  • GreenSpot Real Estate
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    case study

    “With Insightly, we can manage our database easily and get the information we need to give our students and applicants the answers they need.”

  • GreenSpot Real Estate
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    case study

    “Insightly is the only CRM that lets me keep the personal touch that my clients deeply value.”

  • Green Virgin Products
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    case study

    “Insightly is an intuitive and user-friendly tool that has helped our company streamline back-end processes.”

  • Hive Business
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    case study

    “We see Insightly as not just the 7th member of our team, but also the most organised, helpful, and polite. We love Insightly!”

  • HelperMonkeys
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    case study

    “Since implementing Insightly, business has expanded rapidly for HelperMonkeys — our sales team is 20 percent more effective and is noticeably producing more leads.”

  • Homeland Surveillance and Electronics
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    case study

    “If you use Insightly correctly and take advantage of tasks, tagging, email integration and so forth, your chances of dropping the ball due to human error are greatly reduced.”

  • Glass-Media
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    case study

    “I went from a skeptical non-believer to an advocate in just days.”

  • Groovy Lights
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    case study

    “Insightly is somewhat addictive. Once you start using it you find new ways of making it more productive.”

  • Inleaf Limited
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    case study

    “What really stands out with Insightly is how easy it is to get started.”

  • inMotion Real Estate Media
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    case study

    “Insightly has given us a holistic view of sales and marketing activity.”

  • Jacob Mercari
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    case study

    “Insightly is a well-thought-out tool. The simplicity factor, in terms of usability, is very appealing.”

  • Keller Williams Realty
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    case study

    “Insightly keeps me organized and does the job of an assistant, without requiring an assistant’s salary.”

  • LawCPD
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    case study

    “We came for the sales lead tracking and management, then stayed for the project and workflow management.”

  • LifeLine Response
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    case study

    “Our sales team began using it immediately without requiring outside training to manage the high volume intake of institutional customers.”

  • Liminality
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    case study

    “Insightly helps me to stay on top of the complexity of writing markets and keep productive as a writer.”

  • Little Fish Event Management
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    case study

    “I chose Insightly so I could build a fledgling business like a pro from the get go.”

  • Motivate Design
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    case study

    “When we communicate with a customer we look like experts because Insightly puts all this information at our fingertips.”

  • MultiCam Great Lakes
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    case study

    “Insightly has been a game changer for us. Having access to our information anywhere and anytime has changed the game completely.”

  • New York State Assembly
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    case study

    “We’re able to manage all of the conversations and subsequent progress with all of our constituents through Insightly.”

  • Niseko Black
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    case study

    “When we communicate with a customer we look like experts because Insightly puts all this information at our fingertips.”

  • No Time For Social
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    case study

    “The ROI of Insightly is unreal – I’m essentially paying $10 per client for five employees to fully manage and track customer relationships, ongoing campaigns, overall goals and the value our work delivers. If we were using a spreadsheet to track clients and activities, it would be an absolute nightmare.”

  • Ontario Property Pros
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    case study

    “The ability to follow up with contacts in Insightly makes good business sense; we trust this system.”

  • Patch of Land
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    case study

    “By automating administrative tasks and supplying us with the right information at the right time, we can deliver a faster and better service to our client base.”

  • Peter Greeno Photography
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    case study

    “Since using Insightly, I have seen a substantial increase in sales.”

  • Phillips Financial Planning
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    case study

    “Insightly helps my business run like clockwork.”

  • Creative Market
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    case study

    “Insightly offers us a platform to manage our customer engagement from anywhere in the world, which is crucial for a company full of avid outdoorsman and travelers.”

  • reddit
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    case study

    “The ability to set up tasks and reminders has changed the way our company operates daily.”

  • reddit
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    case study

    “Insightly is an intuitive solution that keeps a running history of all customer conversations, so our sales team can easily manage every touchpoint with every customer.”

  • Revelation PR
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    case study

    “Insightly is an intuitive application that makes our business development processes more efficient.”

  • Sandler Training
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    case study

    “Our entire team is saving time that they can now spend helping our clients improve their sales techniques.”

  • Science Exchange
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    case study

    “Insightly allows our customer experience team to efficiently and effectively manage our order pipeline.”

  • Seven Hens
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    case study

    “Insightly helps me stay organized, even as we start moving faster and bringing in new customers.”

  • Shuttle Cloud
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    case study

    “We tried the other CRM options, the big solutions aimed at big companies. Then we found Insightly.”

  • Solent
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    case study

    “With Insightly we have reduced our process to design and build a website by 20% and we have halved the number of meetings needed for team coordination.”

  • Summit Security
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    case study

    “Insightly is a user-friendly, affordable resource that has become a critical asset to the Summit Security operations team.”

  • Tax Assist Accountants
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    case study

    “With Insightly, we get an easy-to-use, fully integrated CRM and document management tool that users rely on every day.”

  • Titmouse
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    case study

    “It’s an easy-to-use tool for everyone at Titmouse, and we’ve seen a fast improvement in how we run our development and sales.

  • The Megawatt Hour
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    case study

    “Insightly lets us invest money in other aspects of our company, since we don’t have to spend our whole budget on sales administration and support.”

  • The School Collective
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    case study

    “Life is easier with Insightly. I have all the information that I need, when I need it.”

  • Social Impact Studios
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    case study

    “Insightly has helped us cut 20 percent of organizational and management time from our day, which frees up our staff to spend more time working on their true tasks.”

  • Tisano
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    case study

    “Insightly helps us make sure we don’t miss a beat in following up on leads and fulfilling customer expectations.”

  • Tisano
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    case study

    “Insightly has features that make it really powerful, yet the UI is simple enough that the system actually gets used.”

  • Simplifilm
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    case study

    “Insightly gives us the perfect combination of functionality and ease-of-use, and our employees have used it to bring in new revenue and get projects done 20 percent faster than before.”

  • Union Mutual Companies
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    case study

    “Insightly makes Union Mutual Companies a more efficient, more agile organization to deliver superior levels of service to our customers and partners.”

  • Wealthcare for Women
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    case study

    “Insightly strikes a balance between providing a satisfying experience and functionality without all the fluff.”

  • Windermere Real Estate
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    case study

    “Realtors need a good CRM to keep focused. I’ve found Insightly’s solution to be the best way to manage my real estate business.”

  • Winsightz
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    case study

    “Insightly allows me to take what’s in my head and share it with my employees to help them learn and get up to speed faster.”

  • Wishlist
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    case study

    “Insightly is a simple to use, but excellent tool. It’s great for establishing a consistent contact cadence to support the sales function.”

  • Woof and Brew
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    case study

    “Insightly helps make my life easier. As managing director, I know that my sales team is in control of its relationships with clients, and I can check in at any time, from anywhere, to get a clear look at our customer base.”

  • Yep Roc
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    case study

    “Insightly is easy to use and vital to Yep Roc because Insightly remembers the details the team needs to succeed.”

  • Zeidman Development
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    case study

    “Insightly makes our work more efficient by automating things that otherwise we’d spend hours handling manually.”