Capterra 
G2 
585 reviews
4/5 average rating
Adarsh R.
CEO, Startship
Matthew G.
Partner, Pine Creek Construction
"Great for client management and task management. I like the ability to customize the text fields to my needs and the task management function is hard to beat."
7 years ago
Patrick F.
Enrollment & Technology Manager, Smith College
"Automatic workflow is a great feature. Send emails anytime with their scheduler. It manages projects and tracks communications, tasks and documents in a all on their platform. Some CRMs have way more than you need and you can get lost, this one has less features but sometimes less is more."
7 years ago
Verified Reviewer
"Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails. Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing."
7 years ago
Will B.
VE, BPO
"I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company."
7 years ago
Aarre L.
Lecturer II, University of Michigan-Dearborn
"null"
7 years ago
Amanda W.
Business Development Manager, SeatEngine Ticketing
"I love that they have free version that you can use and that you have an option to upgrade to a paid version."
7 years ago
Verified Reviewer
"Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow"
7 years ago
Verified Reviewer
"I like the free version. Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow. Email tracking and templates. Great reporting capabilities. Expanded workflow management mobile apps."
7 years ago
Michael F.
Owner, Pursuit Training
"I like the functionality and ease of use. It's been a great tool for my team to use on projects (especially when working remote)."
7 years ago
Rob M.
Partner, 4Future
"Intuitive user interface Easy to link various element Email integration works smoothly Very responsive customer service"
7 years ago
Joe C.
Marketing Manager, ActionVFX
"I like that the software holds all of your contacts that you have encountered and helps keep you on track with tasks and keeping up with who you have or haven't contacted."
7 years ago
Susan B.
Digital Business and Marketing Consultant, SWBmedia
"Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well."
7 years ago
Ben M.
Co-founder, Rockfit Messaging
"Converting leads to contacts is easy and satisfying. The interface is logical and fast. I like the app."
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
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
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
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
Laura C.
"null"
7 years ago
jaclyn w.
marketing manager, clutch design
"Great price for product and user friendly. 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."
8 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."
8 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
8 years ago
Kritsada P.
Country Manager, GE Healthcare
"null"
8 years ago
"It's a specialized tool, so I wouldn't recommend it unless I have the time to sit down and show someone how to set it up. But overall, the platform is robust and scales well as your needs evolve."
7 years ago