Capterra 
G2 Anna B
Brian G
"Support and functionality. Team was extremely helpful."
7 years ago
User in Real Estate
"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."
7 years ago
Administrator in Information Technology and Services
"Ease of use, reporting and overall flow of lead to project"
7 years ago
Dennis H.
Owner, ProLine Embroidery
"I keep it despite the Outlook con because the other features I like and the price is very goood. Setting up Activities and processes Task assignment is quick and easy Email notifications on updates on tasks VIewing filters for tasks is nice"
7 years ago
Brett G.
Director of Client Services, ImpactPIxel
"helped streamline contacts as well as provided a central point of reference for all clients and marketing. App friendly, Integration with google and mailchimp, walk through upon set-up, low cost in comparison to the features that you get, easy to use interface"
7 years ago
Andrew J
"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."
7 years ago
User in Management Consulting
"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."
7 years ago
User in Marketing and Advertising
"That I can access my projects from the office or from home. And that team members can quickly catch up on a job if I'm not around"
7 years ago
Wesley J.
Director, TEcHonfidence
"This application is great at allowing me to manage a diverse range of tasks within my small business. The mobile and web applications are similar enough to make the transition between the two quite easy. I encourage many small businesses to leverage this application."
7 years ago
Caitlin P.
Office Assistant, Mars Marketing LLC
"Customer management, a place to keep staff on task and abreast of new projects or to-do items. Clean design Relatively easy to use and manage clients, spaces to add notes, contact info etc Ease of working together with our team to keep on top of projects and clients"
7 years ago
Consultant in Marketing and Advertising
"BBC emails to keep track of them as Opportunities. Trying to follow up with prospects in my email isn't always effective even when I have tried to keep folders for them. With so many incoming emails, I would rather have the prospects logged in a different set up so that I can run through them all at once without having to do the email scavenger hunt. The rep..." Read more
7 years ago
Ross E.
Managing Director, ISI Consultants
"I would recommend finding a product that is more robust and has proper support. The investment of time in setting up any CRM system for your business means that you need to choose the right one from the start and with all of its technical glitches and lack of support, this is one the one i would recommend to anyone."
7 years ago
Daniel S
"Free platform. Endless supports from the developer, I had an easy time talking to the customer rep and this is something new other CRM software offers to "free user" This is amazing customer service. I found this very surprising product coming from the small company. Lots of functions are included in the platform."
7 years ago
Nicole B
"I think that insightly is easy to use and very useful"
7 years ago
Administrator in Outsourcing/Offshoring
"The interface is simple yet you have everything you need in one page."
7 years ago
Laura R
"Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM."
7 years ago
Matt G.
President, Next Act Franchise Advisors
"You can build a series of template email and schedule them to be sent based on the date you enter a new contact"
7 years ago
User in Staffing and Recruiting
"Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple."
7 years ago
User in Real Estate
"Allows me to manage customer relations with such each."
7 years ago
User in Marketing and Advertising
"I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."
7 years ago
User in Consumer Electronics
"Easy to navigate and has a lot of features that are worthwhile."
7 years ago
Jaime S
"Intuitive, easy to use interface. A decent level of customization available and good canned reporting options."
7 years ago
Tracy R.
VP Sales & Marketing, Keystone Certifications Inc.
"Simple to download contact information into database and excellent data relation between contacts, leads and opportunities. Outlook add-in makes database tracking of emails virtually automatic."
7 years ago
Scott A.
Account managers , Rust automation and controls
"The ability to access my entire CRM through my smart phone. Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports."
7 years ago
"It is simple to navigate and keeps all my info central"
7 years ago