Capterra 
G2 Julio Cesar B
Will C
"Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team."
7 years ago
Martino Z.
Managing Director, Quomeda
"null"
7 years ago
Elysha S.
Admissions Manager, CodeCraft School of Technology
"Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM."
7 years ago
emily f.
Business Development Specialist , Debut Development
"Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around."
7 years ago
Verified Reviewer
"Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate."
7 years ago
Jesse R.
Director of Fulfillment, 5 Stones Group
"I would recommend it for people who are not concerned about gmail integration. Full featured CRM with a great custom visual pipeline creator. Easy to use Support team is responsive."
7 years ago
Lee H.
Executive Assistant, Backswath Management Inc.
"It is very easy to use. I self taught myself how to use it within a few days. I like the ability to link the CRM to your emails so that correspondence with clients is automatically added to their profile."
7 years ago
Monique M.
Realtor, Springer Realty Group
"Better organization & information at my fingertips. This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines. I can set reminders to be emailed to me. Tasks can be generated automatically. Files & notes can be added, so everything concerning a property is easily accessible. Plus, multiple..." Read more
7 years ago
Erik H.
Owner/Managing Member, Maven's Connections
"Helps us to better manage our business, from contacts to opportunities. Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly im..." Read more
7 years ago
Jon B
"Integration into my gmail and linkedin accounts"
7 years ago
Brad E.
"Insightly has a great feature-set that covers customer relationship management, project management, and reporting. Very well rounded and balanced app that could meet the needs for teams with relatively simple projects and services."
7 years ago
Agency in Non-Profit Organization Management
"Insightly was very user-friendly and easy to navigate. I loved how easy setup was and that it had a lot of great features. Would definitely use again"
7 years ago
Bruce H
"Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create..." Read more
7 years ago
User in Computer Software
"I liked that it was simple to use at first. Easy to upload lists, as well."
7 years ago
Kritsada P.
Country Manager, GE Healthcare
"null"
7 years ago
Megan W.
Freelance Writer, LocutusHealth
"Tracking the best opportunities to grow my business. It's pretty simple to get started. The concepts are relatively straightforward and the interface is smooth, so getting your contacts entered (or even uploaded) is easy."
7 years ago
Dawn B.
Broker Consultant, RLT Private Capital, LLC
"It keeps me in contact with my customers. I can follow up with them and all activity is logged automatically. It makes keeping a record of my contacts easy!"
7 years ago
Austin M.
Director of Services, Centercode
"I like that most of the features are relatively easy to use and customize. Our organization uses this software for both CRM and project management."
7 years ago
Joshua M
"-easy interface -simple but effective companion app -merges well with other programs"
8 years ago
Brendan C
"I liked how easy it was to email my customers at once and keep them organized."
8 years ago
Carrie P.
"null"
8 years ago
Administrator in Information Technology and Services
"The platform is easily configurable. Just watch the webinars and post on the message board if you have more questions."
8 years ago
David P.
Executive Constultant, Fortnum Private Wealth
"Excellent product and installed across the business in under 6 weeks fully implementation. Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help"
8 years ago
Administrator in Marketing and Advertising
"ability to connect contacts to various projects"
8 years ago
"Integrates with other solutions very quickly and easily"
7 years ago