Insightly: the CRM everyone should know about.

We use Insightly in our organization on a daily basis: it is my home page & my default for when a new tab is open. I live and breathe Insightly. We are a solar company that has grown a lot during the past few years, and with that, the need to use a CRM with unlimited settings and integrations became extremely important. We use Insightly to manage projects, check the status of projects, and keep track of our KPIs. I love how easy it is to navigate, create reports and integrate with other software making our lives easier.

As a sales company, from the moment a contract is signed, Insightly creates a new project which is crucial for our scheduling team to have all the information before the customer calls in to schedule a preliminary site survey. We use the project pipeline feature that allows us to keep track of which stage the project is and how many are in that same stage. It also provides us with KPIs that help identify problem areas and how we can improve them. Insightly has been/is helping us deliver better customer service by improving our performance and optimizing workflows.