Starting Price

Best For

Our target market consists of agents, teams, and brokers that are looking to boost their business through improved organization, accurate reporting, and our intelligent automation system.

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Rating

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use

• "The interface is very user friendly. The website looks quite modern."


• "Efficient, straight to the point, and easy to use."

• "Insightly is awesome for it's ease of use, deep Google integration and their mobile app."


• "Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye."

Customer Support

• "Seamless sync from web portal to mobile. Customer service is top notch."


• "Functionality, PRICE, customer service, able to customize website, smart drip campaigns call smart plan."

• "I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."


• "Great for sales cycles and customer service alike."

Features & Functionality

• Not enough reviews

• "The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go."


• "Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations."

Value for Money

• Not enough reviews

• "Amazingly Good with Great Features and Low Cost."


• "For the money (free) this is a great cloud based product that can be used right away."

Product Features

• check Campaign Management
• check Client/Property Matching
• check Contact Management
• check Email Marketing
• check Interaction Tracking
• check Lead Management
• check Property Alerts
• close Referral Tracking
• check Segmentation

• check Campaign Management
• check Client/Property Matching
• check Contact Management
• check Email Marketing
• check Interaction Tracking
• check Lead Management
• close Property Alerts
• check Referral Tracking
• check Segmentation

Screenshots

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

• 24/7 (Live Rep)
• Business Hours
• Online

• 24/7 (Live Rep)
• Business Hours
• Online

Training

• check In Person
• check Live Online
• check Webinars
• check Documentation

• close In Person
• check Live Online
• check Webinars
• check Documentation