Insightly for Real Estate the Real Deal
December 21, 2016

Insightly for Real Estate the Real Deal

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

My team uses insightly to manage our transactions. Specifically, we have checklists in there to manage a transaction from a new lead, through buying/listing a home to closing, then to nurture the relationship after closing as well. It allows us to stay on top of everything, and allows multiple people to work on the transaction and still know what's going on without confusion.


  • I think the note tab is a great way for our team to write updates on the file, so that we can all be up to speed.
  • I enjoy the checklists, they are easy to create and change, and really keep things simple in our complicated real estate world.
  • Insightly really encompasses everything, it manages our transactions, our people, our bigger projects. They've thought of everything.


  • One thing that is good and bad about insightly is that it is so broad. It allows for detailed personalization, but that takes time. The setting up of insightly is probably the worst part, but once it is set up, it is a dream.
  • I dislike that when on a specific project, when checking off a task, you have to wait for the page to reload before you can check off another task. Also you can't mass check off tasks.
  • The email integration is a great tool, but there is no way while in the email pages of insightly, to check off that it's been tagged/linked to a certain project or to see what project it is linked to. Also there is no way to automatically link it, unless sent from inside my actual email. This just takes a lot of time and effort on our part that we don't have.
  • Streamlined business processes
Yes it has helped streamline our business processes. It is easy to use and covers most of our needs. We use insightly daily and would be lost and in such a complicated mess without it. Their customer service is great and they are eager to help if you are confused about something they offer/need to learn more about how to use it. This has helped us in training new employees because we haven't had to spend too much time training them to use insightly.
  • Brivity
We like Brivity because it is the back and the front end of the real estate world. It is also specifically for real estate, which helps. One way that insightly is far superior, is that it is more advanced and set up than Brivity. Brivity is still implementing basic things that insightly has had for a long time.
It is well suited for real estate transactions, however, it's not great for being the front end of things. We have tried other programs, such as Brivity, which is the back end and the front end for real estate. It keeps clients aware of what is going on with their project, and provides direct marketing and even a website for each listing that we have.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Interaction tracking
Lead management
Email marketing
Not Rated
Task management
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
API for custom integration
Not Rated
Single sign-on capability
Not Rated
Social engagement
Not Rated
Mobile access


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