Capterra 
G2 Christopher J.
CSR, Crosson Agency
User in Entertainment
"I love that they have free version that you can use and that you have an option to upgrade to a paid version."
7 years ago
Amy C
"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."
7 years ago
Verified Reviewer
"We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet."
7 years ago
Danielle F.
Marketing Assistant, Danielle Lazier + Associates
"Helps with daily job duties and due dates. Also keeps contacts and opportunities organized. Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease."
7 years ago
Kayja B
"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."
7 years ago
Chris B.
Consultant, Suction Cup Productions
"It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface."
7 years ago
Brittney M.
Marketing Manager, Elemerce
"It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize."
7 years ago
Steven f.
co founder, sparkbay
"What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)"
7 years ago
Administrator in Computer Software
"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more
7 years ago
Verified Reviewer
"If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?"
7 years ago
David k.
owner, Hawaiian South Shore LLC
"Keeps thing organized, the price is right. We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient."
7 years ago
Scott M
"The best part about this software is that it worked well with multiple platforms."
7 years ago
User in Commercial Real Estate
"Ease of use Simple Clean Syncs with email"
7 years ago
Corbin B
"I like that all my info is kept together"
7 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."
7 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."
7 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."
7 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."
7 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."
7 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."
7 years ago
User in E-Learning
"I like the ability to have multiple contacts associated with an organization is great."
7 years ago
User in Furniture
"ability to task people with jobs to do."
7 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."
7 years ago
User in Financial Services
"The ability to connect call notes, email and tasks to each lead."
7 years ago
"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"
7 years ago