List of Insightly CRM Customers
Insightly CRM
680 Folsom Street, Suite 550,
San Francisco, 94107, CA,
United States
San Francisco, 94107, CA,
United States
1 888-999-4039
Professional Services
200
$25M
Since 2010, our global team of researchers has been studying Insightly CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Insightly CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Insightly CRM for CRM include: Kent Intermediate School District, a United States based Education organisation with 5000 employees and revenues of $440.0 million, Precision Solutions by Hyperion, a United States based Manufacturing organisation with 1000 employees and revenues of $250.0 million, Malnove, a United States based Manufacturing organisation with 700 employees and revenues of $210.0 million, Discount Car and Truck Rentals, a Canada based Professional Services organisation with 1500 employees and revenues of $200.0 million, 4over, a United States based Professional Services organisation with 500 employees and revenues of $75.0 million and many others.
Contact us if you need a completed and verified list of companies using Insightly CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Insightly CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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3 Crowns Technologies Australia | Communications | 10 | $2M | Australia | Insightly | Insightly CRM | CRM | 2018 | n/a |
In 2018, 3 Crowns Technologies Australia deployed Insightly CRM as its CRM to centralize customer records and capture web leads from its public site. The implementation focused on a cloud SaaS deployment of Insightly CRM, providing an always-on contact and opportunity repository for a compact team operating in Australia.
Configuration centered on core CRM capabilities, including contact and account management, opportunity pipeline tracking, task and milestone automation, and email activity capture. The Insightly CRM instance was instrumented for web-to-lead processing and embedded lead capture on the company website, with custom fields and simple workflow rules configured to align with small-team sales and service processes.
Operational coverage spans sales and customer support functions across the organization, using role-based access and lightweight governance to control contact ownership and pipeline stages. Process changes emphasized centralized record keeping, standardized lead intake from the website, and workflow-driven task assignment to sustain day-to-day customer engagement without enterprise-scale orchestration.
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4over | Professional Services | 500 | $75M | United States | Insightly | Insightly CRM | CRM | 2020 | n/a |
In 2020, 4over implemented Insightly CRM to scale its customer acquisition processes across a local presence in 100+ geographic markets after having previously tried Pipedrive. The move was driven by the need to replace spreadsheet-driven account tracking and to provide a single system of record for outbound telesales and related sales operations.
The Insightly CRM deployment concentrated on contact and account management, opportunity and pipeline tracking, task assignment and shared activity timelines. Configurations emphasized real-time record updates, centralized notes and visibility into who was working on each project to eliminate duplicated work and missed deadlines for cross-functional teams.
Operational scope centered on the telesales department with extensions into sales operations and customer success, enabling cross-department collaboration across the company footprint. The implementation prioritized data consolidation and standardized record keeping to support coordinated outbound campaigns and day-to-day case handoffs.
Governance included role-based access controls and standardized workflow rules to enforce single-source updates and shared ownership of records, and the vendor was selected for ease of use, affordability and configurability. Since implementing Insightly CRM, 4over reported greater efficiency, improved record keeping and a more strategic operational view of its customer acquisition activities.
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Allstate Appraisals | Construction and Real Estate | 10 | $1M | United States | Insightly | Insightly CRM | CRM | 2023 | n/a |
In 2023 Allstate Appraisals implemented Insightly CRM and is using Insightly CRM Sales on their website to capture leads and centralize client records. The deployment is a cloud-hosted SaaS configuration accessed by a small, 10-person team, and it positions Insightly CRM as the primary system for sales and client intake in the companys construction and real estate operations.
Configuration highlights focus on Sales capabilities within Insightly CRM, including contact and property record management, opportunity pipeline tracking, embedded lead capture on the corporate website, and task automation workflows consistent with CRM Sales modules. Architecture is lightweight and browser-based with role-based access for core staff, rollout was scoped to the operational and sales functions, and process standardization for lead handling and follow up was instituted to centralize customer communications.
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Amplifi | Professional Services | 107 | $16M | United States | Insightly | Insightly CRM | CRM | 2024 | n/a |
In 2024, Amplifi deployed Insightly CRM. Amplifi is using Insightly CRM on their website to capture inbound leads and route prospect data into its customer relationship workflows, positioning Insightly as the firm’s CRM system.
The deployment implements core CRM capabilities including contact and account management, opportunity pipeline tracking, web-to-lead capture, and email engagement automation, reflecting standard CRM functional modules. Configuration work focused on customizing record schemas, pipeline stages, and role based access controls to align with professional services sales and engagement processes.
Insightly CRM is instrumented on Amplifi’s public site to feed web leads directly into sales queues, supporting Sales, Marketing, and Client Services functions across the United States. The implementation centralizes prospect and client data to support coordinated outreach, opportunity management, and client onboarding workflows.
Governance emphasizes a single source of truth for contacts, standardized opportunity workflows, and permissioned user access to enforce process consistency. The technical approach follows a SaaS CRM model with website form capture integrated into the CRM instance, enabling ongoing configuration and process refinement by internal operations and sales leadership.
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Axis Forensic Toxicology | Life Sciences | 50 | $5M | United States | Insightly | Insightly CRM | CRM | 2018 | n/a |
In 2018, Axis Forensic Toxicology implemented Insightly CRM as its CRM and embedded Insightly CRM on the company website to capture inbound client inquiries and contact records. The deployment reflects a small business cloud SaaS approach appropriate for a 50 person life sciences firm, with the application used to centralize prospect and client information through website form capture and direct record creation.
Functional configuration emphasizes core CRM capabilities, including contact and organization management, opportunity pipeline workflows, activity tracking, and web form lead capture. Insightly CRM was configured to support case intake style records and opportunity stages consistent with forensic services sales and client onboarding, and to automate assignment and basic workflow notifications to reduce manual routing.
Operational coverage focuses on customer facing teams, with the CRM used by sales and client service functions to coordinate appointments, follow ups, and documentation related to toxicology testing workflows. Governance was established through role based access and user provisioning to centralize client records and standardize intake processes, with process changes oriented around having the website feed become the primary source of new contact creation into Insightly CRM.
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Professional Services | 70 | $7M | United Kingdom | Insightly | Insightly CRM | CRM | 2021 | n/a |
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Professional Services | 10 | $1M | United States | Insightly | Insightly CRM | CRM | 2023 | n/a |
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Construction and Real Estate | 15 | $2M | United States | Insightly | Insightly CRM | CRM | 2019 | n/a |
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Professional Services | 10 | $1M | United States | Insightly | Insightly CRM | CRM | 2020 | n/a |
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Insurance | 120 | $30M | United States | Insightly | Insightly CRM | CRM | 2023 | n/a |
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Showing 1 to 10 of 78 entries
Buyer Intent: Companies Evaluating Insightly CRM
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Insightly CRM. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Insightly CRM for CRM include:
- Influx, a United States based Professional Services organization with 30 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Influx | Professional Services | 30 | $3M | United States | 2026-03-04 |
FAQ - APPS RUN THE WORLD Insightly CRM Coverage
Insightly CRM is a CRM solution from Insightly.
Companies worldwide use Insightly CRM, from small firms to large enterprises across 21+ industries.
Organizations such as Kent Intermediate School District, Precision Solutions by Hyperion, Malnove, Discount Car and Truck Rentals and 4over are recorded users of
Insightly CRM for CRM.
Companies using Insightly CRM are most concentrated in Education, Manufacturing and Professional Services, with adoption spanning over 21 industries.
Companies using Insightly CRM are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Insightly CRM across Americas, EMEA, and APAC.
Companies using Insightly CRM range from small businesses with 0-100 employees - 84.62%, to mid-sized firms with 101-1,000 employees - 12.82%, large organizations with 1,001-10,000 employees - 2.56%, and global enterprises with 10,000+ employees - 0%.
Customers of Insightly CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Insightly CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.