Dan C.
Owner, Cooper Close Consultants
Andrew P.
"null"
9 years ago
User in Internet
"Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff."
9 years ago
Julius G.
Business technology expert and CRM consultant, IT patarejai, UAB
"One of the best CRM/sales management tools on the market. Have been using it to track all of a small lawyer company's (30 users) contacts into one place. The card reader works just fine, but the deep integration with Google Apps is the best part. It's not a super-duper CRM like Salesforce, but it does all that is needed for a SMB and more."
9 years ago
Nathan G.
Owner, Inspiro Business Solutions
"Single Sign on from Google Apps, Various integrations available especially Zapier allows for some cool custom setups."
9 years ago
Rob J.
COO, Plum Productions
"I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer."
9 years ago
Hrag K.
"If you're just starting off in sales and want to start tracking calls, emails, etc, then Insightly is a great product, for free. Super easy to use, you can even import your contacts."
9 years ago
Deborah K.
"null"
9 years ago
Verified Reviewer
"Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve."
9 years ago
Yusuf N
"I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online."
9 years ago
Jordi G.
"null"
9 years ago
Christy M.
"null"
9 years ago
Gabriel S.
Founder, 4ge
"May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running."
9 years ago
User in Health, Wellness and Fitness
"I love the organization of Insightly. It keeps all members of our company on the same page with regards to what is being done, needs to be done or is waiting on someone. It keeps us all accountable for our communication with clients, has ability for us to make notes for us to remember certain aspects of an account, and allows us to connect our email to the a..." Read more
9 years ago
User in Internet
"Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners..." Read more
9 years ago
Kevin W.
Project Coordinator, True Inbound
"null"
9 years ago
Kathy D.
CEO, The Blissful Dog® Inc.
"I did the initial free version of InSightly and liked their dedication to the micro-business by offering that level. There is a happy feel to their service and you can tell they really love what they're doing. Actually, their BLOG is fabulous and is my favorite thing about them."
9 years ago
Executive Sponsor in Higher Education
"For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subs..." Read more
9 years ago
Nicole L.
Technology Consultant, LuxCentric
"null"
9 years ago
alex s.
sevenstargolf.com
"I have used other CRM's in the past and I really do love Insightly. It's easy to use, very intuitive, love the email linking, task lists, calendar... you name it. They also get emails if someone assigns you a task and their newsletters are relevant to your sign up date. Obviously, if I signed up a week ago I need help uploading my contacts and setup, and..." Read more
9 years ago
Jeffrey W.
Co-Founder & CTO, SERVUS (whatisservus.com)
"null"
9 years ago
Administrator in Marketing and Advertising
"I think the best part is search and email attachment widget"
9 years ago
Administrator in Accounting
"We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly."
9 years ago
User in Health, Wellness and Fitness
"That I can assign tasks and keep track of notes and emails"
9 years ago
Administrator in Marketing and Advertising
"The ability to sort by date or priority, add comments to an individual task and to assign tasks mid flow if needed to escalate a need to a more appropriate resource."
9 years ago
"Some nice features for CRM good integration with calendars"
9 years ago
Capterra review