Capterra 
G2 
585 reviews
4/5 average rating
Jackie P.
Executive Director, Brazos Valley Center for Independent Living
Sanket J.
Technology & Project Manager, Caymus Technology ventures
"Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email). Recommended if a dedicated team can be assigned."
6 years ago
Verified Reviewer
"After using for three years, I'd go back and do it all over again without hesitation. Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate e..." Read more
6 years ago
Kyle B.
Major Account Manager, Computer Software
"This was a great tool for me to use while working with my consulting company. I was able to quickly log potential customers in the system and determine what actions I wanted to take on an automated follow-up schedule. The app was very helpful and thoughtfully designed!"
6 years ago
Narasimhan (Nari) S.
Chemical Engineer, National Energy Technology Laboratory
"Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out."
6 years ago
Verified Reviewer
"We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity."
6 years ago
Verified Reviewer
"I love them and the app, I have no complaints. I love that the barrier to entry is so low and you can use this when you first start a business"
6 years ago
Tierra B.
"The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list."
6 years ago
Kahueka H.
Service & Interaction Designer, Fjord
"null"
6 years ago
Margaret M.
Sales Manager, Flooring USA & VHR
"I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications"
6 years ago
Ramona W.
"null"
6 years ago
Brian B.
Owner, Rankshape
"Overall, I'd really recommend considering Insightly. It has made a significant difference in my small business and has certainly kept me more organized. As my company grows, Insightly grows with me--and that's something I really value in a software solution."
6 years ago
Stavros L.
CTO, Pobuca
"It's fast and covers all basic functions of a CRM system"
6 years ago
Kevin H.
Chief Executive Officer, Billingsley Printing
"I really wanted this to be the way we captured customer data but the lack of a native method to integrate with QuickBooks was a deal breaker in the end. It positions itswlf as being able to do so but it doesn't mention that other companies software is required and it'll cost more. Full disclosure: We moved on to a different all in one solution from DocketMa..." Read more
6 years ago
Jack D.
"null"
6 years ago
Joe G.
Church Communications Training, ChurchTrain.uk
"There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features."
6 years ago
Kevin L.
Founder, DOERS.coffee
"Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think I..." Read more
6 years ago
Cory S.
Sr. Manager of IT Solutions & Development, Meridian One
"UI is definitely easy on the eyes. What I like is that it integrates with the Google suite so that makes things super easy for that entrepreneur."
6 years ago
Monica Maria D.
psychologist, SERACISLTDA
"simple but efficient, easy to use is a great tool to make business management easier"
6 years ago
James L.
GM, Hospitality Services
"Insightly has an easy to use interface and is very customizable. Also, it allows for a lot of integration."
6 years ago
Jennifer F.
CEO and Founder, Prospect Research Institute
"I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities."
6 years ago
Wells A.
President, Active Online Inc.
"With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity."
6 years ago
Ramon T.
Plant Manager, Consolidated Container Company
"Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails."
6 years ago
Verified Reviewer
"Since we migrated to another platform, I no longer use this software, but, as mentioned, it is decent for the average small business that doesn't need any marketing automation."
6 years ago
Nick E.
Director of Operations , Envest Microfinance
"For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you."
6 years ago
"Easy user interface The InSightly University provides lots of quick, well made instructional videos Free for a limited number of users Great for tracking grants, related documents, & timelines"
6 years ago