Great Product! Satisfied Customer!

We use Insightly to stay on top of partners/potential partners. It makes it easy to keep our contacts up to date, status of the account, etc. Tasks allow us to easily keep track of key check ins and milestones. We used CRMs in the past that were overly complicated and typically lead to headaches.

Insightly has made organizing partner needs very easy. We're a small team with a lot of clients. All of the pertinent client information lives in Insightly. Insightly allows us to optimize our workflow to maximize output from each team member. We wouldn't be able to function as an organization without Insightly.