jamie b
Bryan R.
tech director, ESSDACK
"It is simple to use. The email integration is convenient."
6 years ago
Brad S.
President, The Growth Coach of Central Ohio North
"I was able to upload my data from another system and start using Insightly in less than an afternoon. The interface is easy to use and I was able to use all of the basic features almost immediately. It is easy to track my customers and update my progress with them quickly and efficiently."
6 years ago
Verified Reviewer
"I loved the Simplicity of it. So often these days you will see companies jam-packing in as many features as they can come up with, and that leaves the user overwhelmed more often than not."
6 years ago
User in Arts and Crafts
"The design is flexible and user-friendly. I am satisfied with the automation of processes because it increases the productivity of our team. Manage relationships with contacts and sales projects without problems. The dashboards provide detailed sales information, they also work as a basis to evaluate the performance of the team. It is also possible to improv..." Read more
6 years ago
Justin R.
Project Manager, Diablo Media, LLC
"Insightly makes managing client relationships, prospecting, and marketing as simple as a single, fully-integrated platform that allows you to utilize and compare insights across all of those arms of your business."
6 years ago
Nathan B.
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6 years ago
User in Retail
"I like Insightly because it is a lightweight application that fits our needs. It is a key tool in our sales and marketing operations, as it manages complex customer networks in a successful manner. It's also great for automating workflow, which saves time and helps us work efficiently. It is good for managing email communications and integrates with a wide r..." Read more
6 years ago
User in Facilities Services
"It is an effective tool to strengthen relationships with customers. The panel is striking and dynamic, the view of funnels and graphic reports increase the efficiency of our department since it allows us to obtain relevant data quickly. It is practical to share information about activities, deals, contacts, meetings, among others. It facilitates teamwork and..." Read more
6 years ago
Hannah R.
Self Employed, Self Employed
"Has awesome functionality. I am able to house everything in my insightly account. All of my current clients and potential clients. I am able to house login information, notes, phone numbers, addresses, everything! I can also use this to assign tasks to other employees."
6 years ago
Amb. Dr. Ali A.
"null"
6 years ago
User in Information Technology and Services
"The graphic interface is user friendly. It is not difficult to setup. Streamlines the sales process, strengthens relationships with customers and helps us discover ways to connect with leads. Insightly is a powerful software automating our workflow and helps us increase our sales rate. I think it is a key tool for our sales department."
6 years ago
Michelle T.
"null"
6 years ago
Administrator in Marketing and Advertising
"Insightly offers multiple features and integrates among them easily and seamlessly. Tagging provides a personalized filing system for later use."
6 years ago
Jason F.
"null"
6 years ago
Darien H.
"null"
6 years ago
Verified Reviewer
"It was good for a time but we outgrew it's offerings and the competition had a better product for the money when we switched."
6 years ago
ethan s
"It is a very practical tool because its functions allow you to facilitate the assignment of tasks to the work group to improve the performance of the work group, besides that the training to manage this tool seemed great because the videos are very easy to understand"
6 years ago
Jeff P.
"null"
6 years ago
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Teresa A J
"I can organize all business information in one place. Easy to set up daily schedule to insure that I am as productive as possible. Great for small business"
6 years ago
Emily S.
Small Groups Director, The Jar Community Church
"I use it to help manage my husband's business. It has helped him to maintain better communication with clients. I like that there is a section for Leads so you can keep track of potential clients."
6 years ago
Verified Reviewer
"Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice."
6 years ago
Boniface G
"According to me, the best CRM solution for businesses at the moment is Insightly CRM. I sincerely like to use Insightly CRM because it has amazing capabilities. It is also one of the simplest softwares to manage. We use it to manage customers, conversations and relationships."
6 years ago
Verified Reviewer
"I liked that it is easy to use. Able to run some reports and has good search functions."
6 years ago
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Garrett Colby S
"I really like Insightly's beautiful user interface. It's easy to navigate and doesn't have as much of a learning curve as some of the more robust CRMs."
6 years ago
"I really enjoy that it is easy to use and to understand and teach to other employeea using this same software. All around great software and I really enjoy it"
6 years ago