Insightly CRM & Project Management Overview
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Average Rating: 4.5/5 (4 votes cast)
Company: Insightly
Address: CA
Website: www.insightly.com
Category: Technology Products
Subcategory CRM, Contact & Lead Management

Insightly provides customer relationship and project management software to small businesses worldwide. More than 250,000 users in 100 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using a CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace. At a high level, Insightly offers the following features:

• Summary Dashboard
• Calendar/Event Tracking
• Notifications & Following
• Tasks & Milestones Tracking
• Pipeline & Activity Sets
• Notes & Comments
• Integration with Google Apps, Mail Chimp, LinkedIn, Twitter
• Mobile access on the iOS platform

You can see our full feature list here:
www.insightly.com/Features?utm_source=activerain&utm_medium=productreview&utm_campaign=productreview

We offer a free account for up to 3 users and 2500 contacts and you can see our pricing here:
www.insightly.com/Pricing?utm_source=activerain&utm_medium=productreview&utm_campaign=productreview

“There are a lot of shiny toys out there for realtors. What we really need is a good CRM that keeps us focused, and keeps us doing the things that we need to do, which is why I’ve found Insightly’s simple solution to be the best way to manage my real estate business.” - Jeffrey Douglass, real estate broker
Insightly review from Jeffrey Douglas:
www.jeffreydouglass.com/insanely-good-insightly-crm?utm_source=activerain&utm_medium=productreview&utm_campaign=productreview


Five Stars!
Tony and Suzanne Marriott, Associate Brokers, Haven Express @ Keller Williams Arizona Realty (Serving the Greater Phoenix and Scottsdale Metropolitan Area)
tonymarriott Contact Me
Real Estate Agent star star star star star
Scottsdale, AZ Reviews(671) 73.75 % Positive Feedback

Submitted on 10/11/2017
The first thing you notice on Unsightly's home page is a link to a free trial AND a link to their pr... more

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Basic
Moni McGee (Wilday & Smith Property Management & Leasing)
monise Contact Me
Real Estate Agent star star star star star
Naperville, IL Reviews(5) 90.00 % Positive Feedback

Submitted on 12/05/2014
I used this for a couple of days and it was okay...but it was too basic for my needs. I needed some... more

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Fit Small Business Ranks insightly #1 CRM System For Realtors
Marc Prosser
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Industry Observer star star star star star
Reviews(1) 100.00 % Positive Feedback

Submitted on 12/02/2014
"Most realtors look to a CRM to centralize their potential and existing client contact information, ... more

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Insightly CRM
David  Saks ((retired))
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Education & Training star star star star star
Memphis, TN Reviews(538) 62.63 % Positive Feedback

Submitted on 08/30/2013
Insightly CRM is not just another customer relations management tool to play with. What makes this o... more

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100.00 % thought this review was helpful