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TechValidate Research on Insightly

These pages present data that TechValidate has sourced via direct research with verified customers and users of Insightly. TechValidate stands behind the authenticity of all published data. Learn more »



11,403 Customers Surveyed

83,292 Data Points Collected

181 Published TechFacts

46 Published Charts

5 Published Case Studies



Selected Research Highlights


Government is more efficient with Insightly

75% of surveyed Government customers improved the efficiency of a business process with Insightly.

Marketing for Small Businesses

Where do you spend to market your business?

Google Adwords
40%
Facebook
52%
Twitter
28%
Yelp
1%
Local Newspaper
11%
Craigslist
4%
Google+
21%
LinkedIn
46%
Content Marketing (i.e. pay someone to write content to promote your business)
25%
Yellow Pages (physical book)
3%
YP Online (Yellow Pages online)
3%
Other
29%

Case Study: Small Business Real Estate Company

Introduction

This case study of a small business real estate company is based on a February 2014 survey of Insightly customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

“Insightly is the only CRM I found that had a project management function so we’ve implemented it to measure progress in acquisitions and disposals. It replaced two spreadsheets and another CRM.”

“It’s easy to use, extremely powerful and the pricing model makes sense.”

Challenges

  • Solved the following operational challenges with Insightly:
    • Improved the efficiency of a business process
    • Improved productivity or organization
    • Improved internal communication and collaboration
    • Has better visibility into the sales pipeline
    • Runs their business more efficiently
  • Managed their customers in the following ways before adopting Insightly:
    • Other CRM

Use Case

  • Purchased Insightly in order to:
    • Improve organization
    • Manage workflow (projects, pipelines, tasks)
  • Uses Insightly every day – cannot live without it.

Results

  • Paid back their investment in Insightly in < 1 month.
  • Rated their likelihood of recommending Insightly as 10- extremely likely out of 10.

Case Study: Small Business Media & Entertainment Company

Introduction

This case study of a small business media & entertainment company is based on a February 2014 survey of Insightly customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

“We now have all our contacts, and internal tasks in one place.”

“I think this is an excellent tool for storing and managing business contacts, the relationships between them, and tasks associated to them.”

Challenges

  • Solved the following operational challenges with Insightly:
    • Improved internal communication and collaboration
    • Can run their business more efficiently
  • Managed their customers in the following ways before adopting Insightly:
    • Spreadsheet
    • Email

Use Case

  • Purchased Insightly in order to:
    • Manage contacts more effectively
    • Get a handle on day-to-day tasks
  • Uses Insightly every day – cannot live without it.

Results

  • Increased the productivity of their staff by Up to 10% with Insightly.
  • Rated their likelihood of recommending Insightly as 10- extremely likely out of 10.

Insightly Customer Testimonial

We’ve had a very positive experience. Insightly has helped us keep track of which quotes we have out, who needs to be contacted, and how much business we’ve done.

Business Project Manager, Small Business Retail Company

Insightly Customer Research

What kind of project management / workflow problems were you having prior to implementing a CRM?

Difficulty managing clients and suppliers
48%
Difficulty managing projects
25%
Difficulty organizing information
57%
Difficulty collaborating with team members
28%
Lack of general productivity
22%
Other
11%


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About Insightly

Insightly is a web-based CRM and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

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