Capterra 
G2 Daisy Q.
PA, Mortgage
Golfredo M.
"null"
8 years ago
Victor K
"Easy to get started and use. Contacts have relationship links to other contacts which is extremely useful for sales expansion. Process oriented so that you can create workflows within your team. LinkedIn integration is seamless and very helpful. Gmail integration is super helpful. Contact and customer history is built automatically because of it. Google Dri..." Read more
8 years ago
Cheryce E.
Virtual Assistant, Freelancer
"I would recommend this software for business who wants to be on top of their games in being organized and ready for any tasks and also to easily monitor teamwork for completion."
8 years ago
Vince K.
President, Swiftblue
"There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients ev..." Read more
8 years ago
User in Internet
"I love the fact that it can be used as an app on several devices and the dashboard makes it so easy to keep track and view reports."
8 years ago
User in Computer Software
"It is a very intuitive product with a clean interface that makes it easy to navigate and understand."
8 years ago
User in Sports
"Insightly is an easy to learn, and fast to master system that makes organizing accounts tremendously easy. Its simple layout and easy to navigate menus allow for an overall stress-free working tool."
8 years ago
David L.
Marketing Manager, R-V Industries, Inc.
"null"
8 years ago
Chris A
"Insightly has been a great tool for our business development team to utilize in keeping track of our current opportunities and the people working for those companies. It serves as a central point of focus for our team, and ensures that if one person is not the only one with knowledge of the individuals involved in the deal."
8 years ago
John K
"Approachable and Powerful Customer Data Manager"
8 years ago
Administrator in Management Consulting
"Insightly is a one stop shop for all of my CRM needs. It offers a variety of options from email templates, reminders, linking contacts, and more!"
8 years ago
User in Broadcast Media
"I am a voice actor and my business relies on referrals, repeat clients, and then finally new clients. Insightly is simple and just what I need in my business to focus on the important data points."
8 years ago
User in International Trade and Development
"Great possibility to give tasks to more users, and copy to myself.! Easy follow up all activities with clients, prospects...."
8 years ago
Administrator in Hospitality
"I like how insightly is very user friendly. Any questions I asked were answered quickly and thoroughly. The new communications webinar are helpful."
8 years ago
Administrator in Medical Devices
"Insightly is extremely user friendly and easy to use. The onboarding process was a breeze."
8 years ago
Executive Sponsor in Information Technology and Services
"You don't need to pay for any adjustment and everyone is able to do it from your company"
8 years ago
Administrator in Automotive
"Ease of use. From the web to the app, it's very intuitive."
8 years ago
Dr. Jason G
"the way you can automatically track attach an email to an insightly contact via the unique insightly bbc: email"
8 years ago
Adam H
"I love the ability to interconnect records"
8 years ago
Tania H
"Easy user interface, support team are quick to address issues and the insightly team listens to the needs of the clients to implement new features."
8 years ago
Jeannie N
"All of my CC contacts are in one places. I know when I contacted them last and where I am on the pipeline with everyone."
8 years ago
User in Marketing and Advertising
"It is a very simple, easy to use platform to keep me on track."
8 years ago
User in Program Development
"It is easy to use and navigate. It replaced multiple other systems we were using into one place. It is very convenient and easy for our whole team to communicate and track projects, leads, and contacts."
8 years ago
Administrator in Facilities Services
"El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads."
8 years ago
"It features a lot of products to keep track of business, marketing tools and easy to store contacts"
8 years ago