Capterra 
G2 User in Commercial Real Estate
Keith F
"Ease of use, video training, support team response, price, Search Filters, connectivity to Gmail and MailChimp"
7 years ago
Sante Z
"Very simple and straightforward structure"
7 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."
7 years ago
Mike D
"Using opportunities and project components to best advantage"
7 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!"
7 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
7 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."
7 years ago
Stephen C
"Integration with QuickBooks Online. The ease of sending email templates."
7 years ago
celeste l
"Insightly is easy to use. Keeps track of my projects and tasks for each project. Sends communication directly to my email so I can stay up to date. I was able to jump right in and use it without questions."
7 years ago
Nelly A
"There are so many super helpful features. One of the best is the integration with gmail. I can create, catalog, update info right from gmail. Also, the reminder features has saved me many times when remembering to followup with proposals."
7 years ago
Ann M
"Insightly allows for multiple users and customized fields. By far 2 of our favorite options. We can have different owners assigned to clients and track both by client and by owner. We can also tag what we can't field."
7 years ago
Mihai C
"The integration with Google Drive. The fact that Insightly detects contacts and pulls their profile picture from web."
7 years ago
Dinos H
"The ease of use, and intuitive interface.It is just very easy to understand the processes involved, the key elements and how they all work together. Also the search function and filters are very fast and very helpful."
7 years ago
Graham D
"Ease of use, layout, and cloud based platform."
7 years ago
David R
"Gmail integration and the vastly improved reporting function. Task management tied to Gmail Calendar."
7 years ago
Administrator in Construction
"Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us."
7 years ago
User in Management Consulting
"Ease of use and low cost for small companies."
7 years ago
User in Mechanical or Industrial Engineering
"Loved the full featured CRM platform in general and loved that fact that it was free for first two users. This allowed my small company to utilize a great CRM platform while we were small with no cost and as we grow we will become a paid user. I love this business model and am surprised more SaaS platforms don't take this approach."
7 years ago
Administrator in Apparel & Fashion
"Easy to use, adaptable, flexible . I love that I can easily view my tasks, and look up my customers. I love the mobile app too!"
7 years ago
Administrator in Design
"Easy to navigate and keep all contacts/information in one easy to manage CRM"
7 years ago
User in Aviation & Aerospace
"We love the ability to customize fields that is very important to us. The import and export feature is also important so we can make bulk edits. So far Insightly has been developed in a way that makes things easy to setup and start using right away, but also gives you a good deal of customization which is essential to the intricacies of our business."
7 years ago
Consultant in Industrial Automation
"Was extremely easy to navigate and organize the information"
7 years ago
Administrator in Sports
"Provided an excellent tool for our small business to begin a CRM."
7 years ago
User in Information Technology and Services
"Mobile phone App, and very easy to use features"
7 years ago
"Task tracking and allocation of projects"
7 years ago