Capterra 
G2 Scott M
User in Commercial Real Estate
"Ease of use Simple Clean Syncs with email"
6 years ago
Corbin B
"I like that all my info is kept together"
6 years ago
Dana R.
Sales Manager, SuperKlean Washdown Products
"As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents."
6 years ago
Verified Reviewer
"I tried this product and was impressed at first. I was looking for MailChimp integration and a way to track customer contacts. It worked, but we outgrew the free plan and another CRM company started offering many more features for free so we switched."
6 years ago
Elle R.
Sales Assistant, Chicago Public Media
"Easy to use, set up, manage. Basic CRM tool that so far works well. Helps manage prospects and opportunities."
6 years ago
John David A.
Director of Marketing & Technology, The AAM Group
"It helped us to solve a problem that no other software was able to solve. We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need."
6 years ago
Sarah C
"It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place."
6 years ago
User in Banking
"It was very quick and easy to learn how to use Insightly. If we got stuck, there were handy tutorials on Youtube."
6 years ago
User in E-Learning
"I like the ability to have multiple contacts associated with an organization is great."
6 years ago
User in Furniture
"ability to task people with jobs to do."
6 years ago
Tyler L
"It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned."
6 years ago
User in Financial Services
"The ability to connect call notes, email and tasks to each lead."
6 years ago
Aaron W
"Ease of use. Format. Mail Campaigns. Lead sorting. Reporting."
6 years ago
Andrew D
"My favorite features of the system are the ease with which you can connect all of your contacts to their related companies and projects"
6 years ago
Administrator in Railroad Manufacture
"The customizability is great for smaller companies like ours that are developing sales processes"
6 years ago
Administrator in Marketing and Advertising
"Ease of creating opportunities and attaching relevant files."
6 years ago
Consultant in Marketing and Advertising
"The platform really simplifies the client management process and allowing us to go through the sales process."
6 years ago
User in Entertainment
"My favorite feature of Insightly is the complex filtering abilities."
6 years ago
carlos m
"The notes sections, being able to store documents, and linking to emails"
6 years ago
User in Food Production
"Its on the cloud and accessible for me wherevere I am. However I would rather use in the office on a bigger screen."
6 years ago
Yan F.
Director , Premium Consulting
"Good contact management system. It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans."
6 years ago
Adarsh R.
CEO, Startship
"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."
6 years ago
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."
6 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."
6 years ago
"The best part about this software is that it worked well with multiple platforms."
6 years ago