Insightly for Sales Teams

“70% of buying experiences are based on how the customer feels they are treated.” — McKinsey

Insightly gives you everything you need to make your customers feel special. Stay on top of your sales processes at every step ‐ from initial lead management and customer communication, through reporting, invoicing and customer payment. All easy to use, and all in one place.

Since using Insightly, we have managed to increase our client base by 200 percent. The ability to monitor opportunities has proven invaluable.

When Insightly released its paid version, we jumped on it, even though the free version was doing great things for us, Insightly has become a strategic asset to our sales process, and we use just about every feature its team makes available. The result in our sales pipeline is invaluable.

With Insightly, we’re bringing on more business than ever, and it’s especially rewarding to check the ‘won’ box. With our improved organization, we’ve received quite a bit of praise from clients about our promptness.