ARLENE W.
Owner, GLD
Nick W.
Director, POD CREATIVE (YORKSHIRE) LIMITED
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6 years ago
Brittney M.
Marketing Manager, Elemerce
"It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize."
6 years ago
Millie H.
CEO, Team Justincredible
"The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts."
6 years ago
Steven f.
co founder, sparkbay
"What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)"
6 years ago
User in Oil & Energy
"I like how easy the platform is to use. It doesn't require much experience with CRM's. It is user friendly and intuitive."
6 years ago
Agency in Marketing and Advertising
"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."
6 years ago
Brandie E
"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."
6 years ago
Administrator in Computer Software
"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more
6 years ago
Verified Reviewer
"If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?"
6 years ago
David k.
owner, Hawaiian South Shore LLC
"Keeps thing organized, the price is right. We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient."
6 years ago
User in Legal Services
"quik excess to client portals, diversity especially with email access. other tools that are avail when you dont have to go anywhere else to find what you need for clients. Excellent site"
6 years ago
Administrator in Marketing and Advertising
"I like the fact that you can link Gmail to Insightly. Also, you can assign tasks to your co workers and it gives you reminders to make sure you don't miss your tasks."
6 years ago
Scott M
"The best part about this software is that it worked well with multiple platforms."
6 years ago
User in Commercial Real Estate
"Ease of use Simple Clean Syncs with email"
6 years ago
Corbin B
"I like that all my info is kept together"
6 years ago
Bartholomew G.
Sales and Marketing Manager, Sigenics Inc.
"Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero."
6 years ago
Dana R.
Sales Manager, SuperKlean Washdown Products
"As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents."
6 years ago
Verified Reviewer
"I tried this product and was impressed at first. I was looking for MailChimp integration and a way to track customer contacts. It worked, but we outgrew the free plan and another CRM company started offering many more features for free so we switched."
6 years ago
Verified Reviewer
"Great for tracking and progressing sales opportunities and general business development. The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modu..." Read more
6 years ago
Wesley J.
Environmental Scientist, Wetland Solutions LLC
"Easy way to capture customer info on the move with the app. The base function of a CRM is crucial to a modern digital business and this is the easiest to use and most cost effective CRM on the market. The design is easy to understand but it doesn't limit the functions available to users."
6 years ago
Tracey M.
Professional Freelancer, Professional Freelancer Available For Remote, Contract, Part-Time Or Other Opportunities
"Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check ou..." Read more
6 years ago
Elle R.
Sales Assistant, Chicago Public Media
"Easy to use, set up, manage. Basic CRM tool that so far works well. Helps manage prospects and opportunities."
6 years ago
Carlos Eduardo d.
Co-Founder, Coopers Digital Production
"It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads."
6 years ago
John David A.
Director of Marketing & Technology, The AAM Group
"It helped us to solve a problem that no other software was able to solve. We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need."
6 years ago
"I do not have anything negative about the software. I have added files and find it easy to save and edit them."
6 years ago
Capterra review