Joshua D.
1221 Consulting
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
8 years ago
laura c.
Next Insurance
"Using product as our lead generator and replacement for contacts instead of Outlook. Satellite office in Israel so sharing contacts real time."
8 years ago
John C.
Owner, OADLTD, LLC
"Really like Insightly, but would like to see 'built-in' email functions. I use Insightly for Gmail extension, so I can do may Insightly functions from Gmail. This works well & offers most aspects of working directly from Insightly."
8 years ago
Suzanne V.
HR Coordinator , Iron horse brewery
"Our company used nightly for about a year. It helped us keep projects organized by allowing us to outline the steps, assign people to tasks, and send automatic reminders."
8 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
8 years ago
Administrator in Real Estate
"While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form."
8 years ago
Vincent S.
Head of EU Mobile Strategy (SME & CX), Samsung Mobile
"null"
8 years ago
Jennifer L.
CEO, Decisions Oriented Inc
"I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks. Most of its features are free for up to two users. We use it for Resume Management, Proposal Management, and HR functions as well as all of the customer management. When we get more employees I would not hesitate for a second to pay for a full subscription. The..." Read more
8 years ago
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Erika J
"Very easy to use and a lot of features available to expand. It keeps us organized and everyone can see what is happening at anytime. They have a mobile app which is great for on the go. A lot of times I am out in the field and need to get ahold of a customer and the CRM on the mobile app is great and very easy to use."
8 years ago
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Stacy V
"Very easy to use and meets the challenging requirements and limited budgets of small business."
8 years ago
User in Real Estate
"Areas for all business management - leads, opportunities, projects."
8 years ago
Consultant in Hospital & Health Care
"I like that I am able to share information seamlessly with my team. I am able to task information to others, share notes, and collaborate to complete projects."
8 years ago
Tim C
"Seemless integration with GMail client. Solid Mobile Android app that allows full access to records. Very strong free-form tagging and linking system. Social media integration with client records. Reasonable opportunity management."
8 years ago
Olayide S.
Accountant, American Airsea Cargo Limited
"This is a very good Sales executive/Customers management software application that simplifies and integrates daily workflow."
8 years ago
Verified Reviewer
"I've used various other tools like Insightly and well, this is by far my favorite. It is so easy to use, has an attractive interface, and doesn't have too many complicated features. I would definitely say yes if anyone asked if they should use this tool."
8 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"I have used Insightly for a few years in my coaching/consulting business. I find it very easy to use and quite flexible. I particularly like the fact that it works seamlessly with Google for Business. Insightly has a project/case management function which I use for direct coaching. Works very well and links with Google Docs. Every year or so I try other ap..." Read more
8 years ago
Bonnie N.
Principle, B Noble Consulting
"Insightly provides a robust solution for small to mid-size business for an extremely affordable price. Support has been easy to work with and the how-tos have all worked on the first shot."
8 years ago
Tyler L
"I did like now the system was highly customizable and can be used across many different industries."
8 years ago
Shannon M.
EveryThing QuickBooks
"Insightly is easy to use and great for tasks and follow-ups. The biggest frustration is that it does not link to QB. This would be a next big step to make it a game changer."
8 years ago
Christie G.
Account Manager, BLKBX Creative Group
"We used this CRM for internal use as we organized and managed our client lists, projects, emails, and tasks. Our business is small but growing rapidly, and our client list grew exponentially within the last year - Insightly's system for tagging, it's icons, and it's organizational taxonomy was extremely helpful. That said, we didn't use all of its capabiliti..." Read more
8 years ago
Fahad F.
DeenTek Solutions
"We use Insightly to manage the sales leads and track various stages of a certain customer contract. It is a good tool for the job, but sometimes the setup becomes too complicated, specially for a nontechnical sales force, it could become unusable at some times. Overall, good features specially API integration from a web form."
8 years ago
Matt R.
Managing Director, Swiftward
"Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software pa..." Read more
8 years ago
Decebal B.
Operations Manager, Aventurio
"Because we are a small team we use the free version of the software. Is helpful if you would like to organize yourself and offer a lot of integrations like Gmail but I believe that is missing some features to be a complete product and not make you jump from a solution to another. E.g. I wish to be clear when you add a partner and a client and have the optio..." Read more
8 years ago
David K
"Great Functions but need to continue adding"
8 years ago
"While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point."
8 years ago