Capterra 
G2 User in Hospitality
Administrator in Automotive
"Ease of use. From the web to the app, it's very intuitive."
6 years ago
Dr. Jason G
"the way you can automatically track attach an email to an insightly contact via the unique insightly bbc: email"
6 years ago
Anissa B
"What I like the best about Insightly is that I can see if and when an email was opened and any links/attachments. I love being able to create email templates so I don't have to type a full email. Insightly's app helps me to respond to leads in a timely manner by sending me notifications while on the go. I also love being able to check off each task for my..." Read more
6 years ago
Tina V
"The best feature of Insightly has to be the tagging feature - intuitive & simple to implement. Many of our contacts provide little information, so being able to describe them & categorise them via tags allows us to pull up relevant contacts with a few clicks."
6 years ago
Adam H
"I love the ability to interconnect records"
6 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."
6 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."
6 years ago
Administrator in Health, Wellness and Fitness
"I really like Insightly. The activity sets are a huge time saver and great tool."
6 years ago
User in Marketing and Advertising
"It is a very simple, easy to use platform to keep me on track."
6 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."
6 years ago
User in Real Estate
"I liked the reports feature. Although there are some issues, it worked relatively well."
6 years ago
User in Individual & Family Services
"Insightly's Task and CRM integration is superior to the other program I've used - being able to call up emails sent while looking at a task is of great benefit"
6 years ago
User in Security and Investigations
"I like the flow of how you can easily link and search accounts, customers and opportunities."
6 years ago
Administrator in Marketing and Advertising
"I love how it connects to G-Suite and my calendar."
6 years ago
Administrator in Facilities Services
"El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads."
6 years ago
User in Design
"I like insightly because the interface was easy for me to understand and use on a daily basis. I also love the iPhone app. I can access my clients information while on the go!"
6 years ago
User in Commercial Real Estate
"Task tracking and allocation of projects"
6 years ago
Keith F
"Ease of use, video training, support team response, price, Search Filters, connectivity to Gmail and MailChimp"
6 years ago
Sante Z
"Very simple and straightforward structure"
6 years ago
Travis R
"The simplicity of the program. It has a very short learning curve and has all the tools you will need to keep notes on your clients."
6 years ago
Mike D
"Using opportunities and project components to best advantage"
6 years ago
Christine V
"Insightly keeps me organized. I have all of my tasks and contacts in one place. I would be lost without it!"
6 years ago
Chris A
"Task Management on opportunities and projects. It's so easy to use and fully keep track of how a project is progressing. I also like the features in the opportunity and project management space. The ease of converting an opportunity to a project is nice as well. I spend a good amount of time with the customer piece as well, utilizing notes as a way to track..." Read more
6 years ago
Valerie S
"I love I we can easily view the task to be done, the meetings schedule and how we can characterize the prospecst and clients pour tags."
6 years ago
"Most useful to me is capturing important emails and attaching them to contacts or creating a new contact and organization."
6 years ago