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Patrick F.
Enrollment & Technology Manager, Smith College
Verified Reviewer
"Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails. Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing."
7 years ago
Shelley H.
Marketing Manager, Town and Mountain Realty
"I like that there is a free version and that it can connect with a ton of other programs and apps that can help you along the way."
7 years ago
Mike N.
Co-Founder, Focus Forward Media
"It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients."
7 years ago
Verified Reviewer
"Integrates with Office 365, Gmail, Slack, Mailchimp, and QuickBooks fairly seamlessly, and has many more integrations as well depending on which programs you're already using. The mobile app has a great UI and pulls data from a variety of sources (your contacts, emails, and so many more) so you really have one true source of data and aren't duplicating anyth..." Read more
7 years ago
Verified Reviewer
"I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it."
7 years ago
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Jonathan H.
Co Founder: Information Systems & Content Manager, Market Tank
"Its great at what it does, just make sure you know its not going to fix everything. This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche."
7 years ago
Verified Reviewer
"Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what."
7 years ago
User in Health, Wellness and Fitness
"Its Free. Its Simple, and a great way to manage contacts and current sales deals."
7 years ago
User in Consumer Goods
"the ease of the UX - everything is so easy to find"
7 years ago
Allison K
"It was a great way to get our feet wet with a CRM. We are a small business ..." Read more
7 years ago
Jennifer S
"how user friendly Insightly is and was able to adapt it better to our company"
7 years ago
Kelsey B.
Recruiting Coordinator, Altig - American Income Life Insurance Company
"null"
7 years ago
User in Marketing and Advertising
"I like that you an book up quick books to insightly"
7 years ago
User in Government Administration
"The best thing I like about Insightly is how you can import mass amounts of contacts easily."
7 years ago
McKenna M
"I like that it saves all my previous communications with my leads."
7 years ago
Ann Heidingsfelder M
"The user friendly interface; Clean dashboard experience"
7 years ago
User in Online Media
"Ease of use for all levels and the free version was perfect."
7 years ago
Will B.
VE, BPO
"I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company."
7 years ago
Jimmy W
"I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine."
7 years ago
User in Consumer Electronics
"Having all the contact details is really good"
7 years ago
Administrator in Legal Services
"The task list and integration with Gmail"
7 years ago
User in Machinery
"I like how you you can classify existing vs. potential customers"
7 years ago
Christopher L
"You can link everything with the platform. People, organisation, task and calendar. You can also sync with your email so you can track your exchange with a prospect. And hoo.. the App is great for when you are on the road so you can access all your prospect data from your phone."
7 years ago
User in Religious Institutions
"Love the easy to use interface. Our team has learned to use this and it's been a wonderful asset to connecting with our clients. The phone app is great."
7 years ago
"Automatic workflow is a great feature. Send emails anytime with their scheduler. It manages projects and tracks communications, tasks and documents in a all on their platform. Some CRMs have way more than you need and you can get lost, this one has less features but sometimes less is more."
7 years ago