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Visit WebsiteManufacturer scales customer acquisition process across 100+ geographic markets
4over
Rita Ward
Overseer of Outbound Telesales
Insightly
Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco.
Case Studies
Showing 84 Insightly Customer Success Stories
Cutting-edge AgTech firm improves decision making and collaboration by visualizing their data in Dashboards
Agrando
Jonathan Bernwieser
Founder
Australian firm delivers a Hands Free approach to property management
Airbnb Handsfree
Ben Korman
Director
Healthcare tech improves patient access with Insightly
Annexus Health
Kerry Bradley
Co-Founder
Insightly makes it easier for Atlanta Eats to coordinate the many moving parts of its sales organization
Atlanta Eats
Jon Teplow
VP of Marketing and Co-Founder
Enhancing Pediatric Behavioral Health with Insightly
Bend Health
Allison Kundu
Senior Vice President of Marketing
Better Earth Solar adopts AppConnect and grows solar installations 360%
Better Earth Solar
Joanna Falcone
Vice President System And Process Development
Self-publishing company helps authors achieve their dreams in $1B industry
BookFuel
Jay Johnson
Co-Founder and Chairman
Insightly makes it easier for Bright Planet Solar to achieve enhanced profitability through business process automation
Bright Planet Solar
Nell Jungels
Director of IT
Out-of-home advertising firm redefines creative work and customer relations
Brooklyn Outdoor
Candice Simons
Founder And CEO
Print shop combines innovative solutions with old-fashioned support
By All Means Graphics
Rob Schanilec
Founder & Owner
Corporate and leisure travel innovator generates 4X ROI with Insightly over Salesforce
Campbell
Robert Lawrence
VP of Sales
CBUSA achieves cost savings of 20% per user and drives actionable insights with a switch from Salesforce to Insightly
CBUSA
Brian Pavlick
Chief Operating Officer
Insightly makes it easier for Community Care of North Carolina to manage relationships and report on quality outcomes
Community Care of North Carolina
Misty Davidson
Clinical Database Administrator
Insightly makes it easier for Congruent Story to build a scalable sales organization
Congruent Story
Levi Spires
Director of Business Operations & Finance
Insightly fosters a more collaborative and productive work environment at Creative Lighting
Creative Lighting
Tami Stauffacher
Marketing & Merchandising Manager
Insightly makes it easier for Denver Public Schools to recruit and hire quality teachers and staff
Denver Public Schools
Alexandra Jones
Program Specialist of Talent Acquisition
Canadian vehicle rental company grows commercial sales 30% within one year
Discount Car and Truck Rentals
Brian Tessier
Commercial Call Center Manager
25M students learn the language of global commerce via neuroscience software
DynEd
Edda Cortez
Lead Americas Sales Administrator
eHaus helps design and build homes using Insightly project pipelines
eHaus
Glenda Brown
Director
Insightly makes it easier for Engage Training to stay in front of its customers
Engage Training
Helen Davies
Head of Part-Time Delivery
Insightly makes it easier for EnterpriseIS to track the moving parts of its business development activities
EnterpriseIS
Dan Henricson
Operations Manager
Evolve BioSystems switches to Insightly and partners with professional services
Evolve BioSystems
Garrick Heuer
Director Of Information Technology
Insightly makes it easier for Fifth Step to acquire, engage, and serve its clients
Fifth Step
Darren Wray
Chief Executive Officer
Multimedia publisher promotes and delivers content to 1.5M small business owners
FitSmallBusiness.com
David Waring
Co-Chief Executive Officer
Insightly makes it easier for Fleury Risk Management to track and engage each relationship throughout the buyer journey
Fleury Risk Management
John Fleury
President
Talent matching platform connects 50,000 career-oriented women with progressive employers
FlexCareers
Kate Beattie
Head of Marketing
Insightly makes it easier for Fringe Benefit Plans to understand and serve its clients
Fringe Benefit Plans
Bob Gravely
Interim COO
Insightly makes it easier for GLAS to understand and serve its customers
Global Loan Agency Services Limited
Samantha Dinnan
Marketing
Insightly helps the Global Presence Alliance deliver value to its member companies and their clients
Global Presence Alliance
Byron Tarry
Executive Director
Online retailer provides 2.5M first responders with exclusive discounted products
GovX
Amber Miller
SVP of eCommerce
Home improvement company eases the burden of storm recovery
Guardian Home Improvements
Jon Goodman
Operations Manager
Insightly makes it easier for Hardman & Co to understand client relationships
Hardman & Co
Kirsty Macrae
Chief Operating Officer
Crowdsourcing platform harnesses 98K+ heroes to solve business and social challenges
HeroX
Yaniv Snir
Director of Possibilities
Hurst Review leverages Insightly Professional Services to improve velocity, conversion, and reporting through marketing and sales activities
Hurst Review
Keith Gardner
Vice President Of Sales And Marketing
Insightly makes it easier for Innovative Management Solutions to manage the entire customer journey, from prospect to project
Innovative Management Solutions
Roby Watters
Sales & Marketing
Insightly helps IT Consultis increase year-over-year revenue
IT Consultis
Adrien Boué
General Manager
Insightly makes it easier for Kearns & West to track relationships and visualize its pipeline
Kearns & West
Amanda Roberts
Director
Insightly makes it easier for Kent ISD to manage and track client commitments
Kent ISD
Rick Mushing
STEM Consultant
Insightly makes it easier for Kids Code Jeunesse to track sponsors, constituents, and events
Kids Code Jeunesse
Ross Hodess
Head Of Data Management And Lead Community Developer
Utah company fosters creativity through sewing, quilting, and embroidery
Kimberbell Designs
Brielle Lowry
Events Coordinator
Insightly makes it easier for Kings Transport to increase sales productivity and output
Kings Transport
Bill Varga
Transformation - Business Excellence & Improvement
Robotics firm switches from Salesforce to Insightly for increased speed, team alignment
Knightscope
Chris Reider
Director, Client Experience
Insightly makes it easier for Krauss-Maffei’s reaction process machinery division to scale its sales operations
Krauss Maffei Corporation
Seth Rodden
Regional Sales Manager, Composites
Insightly makes it easier for Local TV to scale its sales processes with 91% user adoption
Local TV
Cloe Keefe
Head Of Commercial Operations
Consulting firm helps medtech companies achieve success throughout Europe
medeuronet
Mehdi Karim
Business Analyst
Insightly makes it easier for Millers Music to deliver a best-in-class customer experience
Millers Music
Simon Pollard
Managing Director
Tech startup transforms mineral rights management
MineralWare
Jeffrey Echt
Software Developer
Insightly makes it easier for Momentum Consultants & Actuaries to scale its business acquisition processes
Momentum Consultants & Actuaries
Ansela Poonisammy
New Business Coordinator
Insightly makes it easier for Mowery Construction to capitalize on business development initiatives
Mowery Construction
William Sutton
Vice President of Business Development
Insightly makes it easier for Multifamily Utility to track, manage, and scale its sales operations
Multifamily Utility Company
Dawn Bennet
Director Of Business Development
Insightly makes it easier for NimbleRx to align multiple departments and achieve shared business objectives
NimbleRx
Katie Roberts
Director Of Business Operations And Strategy
Sensor technology Innovator brings color management into the 21st century
Nix Sensor Ltd.
Ryan Turkienicz
Sales Operations
Insightly makes it easier for NowPow to engage healthcare providers
NowPow
Emma Roberts
Director of Sales
Healthcare startup helps nurse practitioners graduate on time
NP Hub
Krish Chopra
Founder
Training company helps elite first responders & athletes achieve peak performance
O2X
John Hall
Operations Manager
Insightly makes it easier for PayProp to achieve scalability from its global sales organization
PayProp
Jason Davis
Regional Sales Manager
Digital marketing agency saves 40% in switch from Salesforce to Insightly
PCG Digital
Jamie Paton
Director Of SEO
Insightly makes it easier for PDS Group to capitalize on business opportunities
PDS Group
Amy Barrington
Executive Assistant
Advisory firm maximizes ROI for property investors in Australia
Performance Property Advisory
Melinda Pantelis
Group Executive Assistant
Accounting firm generates $100K In net ROI with Insightly
Personal Accountant Inc.
Lisa Wells
Founder & CEO
Dementia education organization takes positive approach to care
Positive Approach to Care
Amanda Bulgarelli
Chief Operating Officer
Insightly makes it easier for proquo ai to deliver innovative brand management technology
proquo ai
Simon Dutka
Director of IT
Insightly makes it easier for PWG to engage customers and scale its operations
PWG
John Phillips
President & Founder
Consulting firm guides skilled migrants In search of new opportunities
Reach Immigration
Zaid Iseed
CRM and KPI Officer
Insightly makes it easier for Regional Development Australia Yorke and Mid North to report on the services it provides
Regional Development Australia Yorke and Mid North
Joanne Buchanan
Economic & Regional Development Officer
Insightly makes it easier for Savanta to build long-lasting, data-driven client relationships across many industries
Savanta
Lewis Reeves
Founder & CEO
Insightly makes it easier for Sharp & Company to track relationships and proposals
Sharp & Company
Susan Sharp
Founding Partner & President
Insightly makes it easier for SierraConstellation Partners to track and manage client relationships
SierraConstellation Partners
Tammy Levine
Marketing Manager
Skidmore Group uses Insightly to create accountability, efficiency, and transparency
Skidmore Group
Rody van Vianen
Manager of Business Improvement
Insightly makes it easier for SNP Communications to track relationships, projects, and internal initiatives
SNP Communications
Jonathan De la Paz
Director of Operations
Woman-owned start-up brings custom socks to the masses
Spirit Sox USA
Lisa Riggs
Founder
Industry-leading sports flooring company doubles revenue and streamlines processes
Sport Court
Miles Reynolds
Owner
Insightly makes it easier for Stoanz Ltd to acquire, engage, and support architects
Stoanz Ltd
Tony Clendon
Senior Sales Manager
Insightly makes it easier for The Red Pen to collect, share, and act on key business intelligence
The Red Pen
Namita Mehta
Partner
Insightly helps The Waite Company manage community education for a key public sector client
The Waite Company
Jason Marshall
Program Director
Insightly makes it easier for Tribuna Digital to monetize its content and apps
Tribuna Digital
Varya Trifonova
Account Manager
Insightly makes it easier for Trust Consulting Group to exceed client expectations
Trust Consulting Group
Kaitlynn Lawyer
Business Segment Manager
How Tualatin Soil and Water Conservation District ensures great stakeholder communication and program organization with Insightly
Tualatin Soil and Water Conservation District
Aaron Shaw
Director of Natural Resources
Insightly makes it easier for Ungt Entreprenørskap to engage community leaders and deliver effective programs
Ungt Entreprenørskap
Kjell Vidar Jørgensen
IT Manager
Training organization helps veterans with disabilities launch new careers
Veterans Assembled electronics
Matt Vargas
Chief Operating Officer
Insightly makes it easier for Vitajoy to track customer information and interactions
Vitajoy USA
Casey Crane
Vice President of Sales & Marketing
Insightly makes it easier for We Got POP to convert prospective customers into lifelong relationships
We Got Pop
Simon Donovan
Head of Business Development
Insightly makes it easier for YaVe Tequila to convert and manage sales
YaVe Tequila
Joe Cruz Jr.
Founder & President
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