Capterra 
G2 Aaron W
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"
7 years ago
Administrator in Railroad Manufacture
"The customizability is great for smaller companies like ours that are developing sales processes"
7 years ago
User in Entertainment
"My favorite feature of Insightly is the complex filtering abilities."
7 years ago
Administrator in Marketing and Advertising
"Ease of creating opportunities and attaching relevant files."
7 years ago
Consultant in Marketing and Advertising
"The platform really simplifies the client management process and allowing us to go through the sales process."
7 years ago
carlos m
"The notes sections, being able to store documents, and linking to emails"
7 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."
7 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."
7 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."
7 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."
7 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."
7 years ago
Verified Reviewer
"Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails. Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing."
7 years ago
User in Health, Wellness and Fitness
"Its Free. Its Simple, and a great way to manage contacts and current sales deals."
7 years ago
User in Marketing and Advertising
"I like that you an book up quick books to insightly"
7 years ago
Will B.
VE, BPO
"I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company."
7 years ago
User in Machinery
"I like how you you can classify existing vs. potential customers"
7 years ago
User in Religious Institutions
"Love the easy to use interface. Our team has learned to use this and it's been a wonderful asset to connecting with our clients. The phone app is great."
7 years ago
Laurie A
"If I could have understood the training a bit better on the sorting and marketing aspects, I couldn't seem to get the fields organization down!"
7 years ago
User in Internet
"Scan business cards with your mobile and the custom e-mail address you can BCC to log things."
7 years ago
Jeanna C
"Insightly has a free use version up to a certain amount of entries and it really helps start-ups/small businesses who need something simple."
7 years ago
Aarre L.
Lecturer II, University of Michigan-Dearborn
"null"
7 years ago
User in Renewables & Environment
"I love that Insightly automatically connects people and organizations and allows you to add files and emails as well as gives you a heads up if there is an existing contact with the same information."
7 years ago
Christine S
"I like how easy it is to add new contacts and organizations and search through them for what I am looking for at any given moment. The ability to look up someone's phone number on my mobile phone and call them couldn't be more convenient. The reporting tools are also useful for tracking progress on deals/transactions/sales"
7 years ago
User in Biotechnology
"interaction with other systems, email sending creates contacts, excel extractables."
7 years ago
"Ease of use. Format. Mail Campaigns. Lead sorting. Reporting."
7 years ago