Insightly B2B Case Studies & Customer Successes

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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 83 Insightly Customer Success Stories

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4over achieves scalable, efficient customer acquisition across 100+ markets with Insightly

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Cutting-edge AgTech firm improves decision making and collaboration by visualizing their data in Dashboards

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Airbnb Handsfree achieves scalable, five-star property management with Insightly

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Annexus Health achieves streamlined CRM and expanded oncology provider outreach with Insightly

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Atlanta Eats achieves streamlined sales management and pipeline transparency with Insightly

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Better Earth Solar adopts AppConnect and grows solar installations 360%

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BookFuel streamlines project delivery and boosts customer satisfaction with Insightly

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Bright Planet Solar achieves enhanced profitability and streamlined operations with Insightly

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Out-of-home advertising firm redefines creative work and customer relations

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By All Means Graphics achieves increased customer satisfaction and streamlined project delivery with Insightly

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Campbell Travel achieves 4X ROI with Insightly

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CBUSA achieves 20% per-user cost savings and actionable customer insights with Insightly

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Community Care of North Carolina achieves streamlined relationship management and real-time quality reporting with Insightly

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Congruent Story achieves a scalable sales organization and higher close rates with Insightly

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Creative Lighting achieves improved collaboration and productivity with Insightly

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Denver Public Schools achieves streamlined, cost-effective teacher recruitment with Insightly

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Discount Car and Truck Rentals achieves 30% commercial sales growth with Insightly

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DynEd achieves improved customer satisfaction and streamlined global sales with Insightly

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eHaus achieves scalable, secure project and client management with Insightly

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Engage Training achieves revenue growth and improved customer responsiveness with Insightly

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EnterpriseIS streamlines operations and boosts team productivity with Insightly

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Evolve BioSystems switches to Insightly and partners with professional services

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Fifth Step achieves streamlined account management and increased revenue with Insightly

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FitSmallBusiness.com achieves scalable, efficient content production with Insightly

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Fleury Risk Management achieves automated prospect scoring and streamlined outreach with Insightly

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FlexCareers connects 50,000 career-oriented women with progressive employers and streamlines operations with Insightly

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Fringe Benefit Plans achieves streamlined benefit management and automated renewals with Insightly

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Global Loan Agency Services Limited achieves streamlined transaction management and improved customer satisfaction with Insightly

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Global Presence Alliance achieves streamlined global collaboration and opportunity management with Insightly

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GovX (online retailer for first responders) streamlines vendor onboarding and boosts profitability with Insightly

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Guardian Home Improvements achieves streamlined storm-recovery customer service and increased revenue with Insightly

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Hardman & Co achieves centralized client insights and streamlined operations with Insightly

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HeroX achieves faster innovation and higher lead-to-client conversion with Insightly

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Hurst Review achieves faster sales velocity, higher conversion, improved reporting and 20% cost savings with Insightly Professional Services

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Innovative Management Solutions achieves a unified CRM and streamlined customer journey with Insightly

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IT Consultis achieves predictable, year-over-year revenue growth with Insightly

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Kearns & West achieves a single source of truth and streamlined pipeline visibility with Insightly

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Kent ISD achieves improved collaboration and higher-quality service with Insightly

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Kids Code Jeunesse streamlines sponsor, constituent, and event tracking with Insightly

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Kimberbell Designs achieves streamlined event coordination and increased productivity with Insightly

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Kings Transport achieves 100% CRM user adoption with Insightly

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Robotics firm switches from Salesforce to Insightly for increased speed, team alignment

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Krauss-Maffei Corporation achieves streamlined quoting and sales efficiency with Insightly

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Local TV achieves 91% user adoption with Insightly

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medeuronet achieves increased productivity and transparency with Insightly

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Millers Music achieves streamlined lead management and increased sales productivity with Insightly

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MineralWare achieves deeper business insights and instant pipeline visibility with Insightly

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Momentum Consultants & Actuaries achieves total pipeline transparency and scalable sales processes with Insightly

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Mowery Construction achieves a single source of truth and boosts efficiency with Insightly

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Multifamily Utility Company triples sales and scales nationwide sales operations with Insightly

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NimbleRx achieves cross-departmental alignment and accelerated productivity with Insightly

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Nix Sensor Ltd. achieves more closed deals and scalable sales automation with Insightly

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NowPow achieves streamlined client engagement and company-wide business intelligence with Insightly

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NP Hub achieves greater scalability and accelerates student clinical placements with Insightly

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O2X (training company for first responders & athletes) achieves streamlined business development and project management with Insightly

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PayProp scales global sales and boosts revenue with Insightly CRM

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PCG Digital achieves 40% lower total cost of ownership and faster collaboration with Insightly

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PDS Group achieves streamlined lead and opportunity management with Insightly

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Performance Property Advisory streamlines client management and boosts ROI with Insightly

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Personal Accountant Inc. achieves $100K net ROI and 25% fewer filing extensions with Insightly

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Positive Approach to Care achieves streamlined operations and a single source of truth with Insightly

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proquo AI achieves scalable SaaS growth and streamlined CRM operations with Insightly

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PWG boosts customer engagement and revenue with Insightly CRM

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Reach Immigration achieves faster client onboarding and centralized global client management with Insightly

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Regional Development Australia Yorke and Mid North achieves streamlined reporting and improved productivity with Insightly

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Savanta achieves scalable, data-driven client relationships with Insightly CRM

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Sharp & Company achieves centralized relationship management and scalable proposal tracking with Insightly

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SierraConstellation Partners achieves streamlined client relationship management with Insightly

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Skidmore Group achieves greater insight and operational efficiency across its portfolio with Insightly

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SNP Communications achieves scalable, transparent project and relationship management with Insightly

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Woman-owned start-up brings custom socks to the masses

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Industry-leading sports flooring company doubles revenue and streamlines processes

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Stoanz Ltd achieves scalable sales management and streamlined architect engagement with Insightly

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The Red Pen achieves increased revenue and company-wide efficiency with Insightly

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The Waite Company achieves 5-minute reporting and faster invoicing with Insightly

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Tribuna Digital boosts ad revenue and team efficiency with Insightly

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Trust Consulting Group achieves streamlined WOTC tax credit processing and improved productivity with Insightly

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How Tualatin Soil and Water Conservation District ensures great stakeholder communication and program organization with Insightly

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Ungt Entreprenørskap achieves increased funding and 360° relationship visibility with Insightly

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Veterans Assembled Electronics achieves streamlined veteran advocacy and rapid expansion with Insightly

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Vitajoy USA achieves accelerated sales productivity and clearer customer visibility with Insightly

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We Got POP scales business development to reach 6,000 new stakeholders with Insightly

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YaVe Tequila achieves a streamlined sales pipeline and faster deal conversion with Insightly

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