Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
Jeffery S.
Owner, Aroci
"For 'solopreneurs', start ups and very small businesses, it would be useful. However, when you start to grow you will find that it is very limited and the low cost plans will not be useful anymore."
7 years ago
Sachin C.
Engineer, Vodia Networks
"The amount of functionalities that it offers is a little intimidating as in, we have are facing a little bit of FOMO (fear of missing out) due to it. Heavily made software, helps great for leading the project within our team. A few training videos can get you guys long way. Blast the YouTube with your channel and the money making doubles overnight."
7 years ago
Karen W.
"null"
7 years ago
Verified Reviewer
"It is very simple to manage contacts on the platform. Pricing is very reasonable and very great interface."
7 years ago
Brian W.
Freelance Digital Marketer, Freelancer
"Get this if you are making enough sales to comfortably invest in a great e commerce crm!. Mobile App is Great The Reporting and Analytics are Incredible. Such a friendly user interface online!"
7 years ago
Daryl K.
CEO, UniBiz
"User friendly interface. Insightly made is very siple to manage contacts on their platform Affordable. Pricing is fair Login from anywhere"
7 years ago
Amanda R.
"null"
7 years ago
Clifford S.
President, energy construction environmental corporation llc
"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."
7 years ago
Yashar Soushyant Z.
CEO , Chairman, Managing Director, Ourmazd Sheed Azhaman
"null"
7 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"The free version would be great for a beginning coaching or consulting practice. Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye.."
7 years ago
Michael F.
Owner, Pursuit Training
"I've outlined in the previous messages. I love the functionality of it along with the ability to lead projects with my team. It would be helpful if there were some "how to start" training videos I could give to anyone new to the team."
7 years ago
Alejandra M.
Property Manager, Westport Realty, Inc.
"Great program but there are others like it. When you first logging and being using the program there are a lot of mini training helpful hints that help you learn to navigate through the program. Its easy to learn to use."
7 years ago
Jose R.
President, Marketing & Advertising
"Very user-friendly, useful functionalities as part of the basic offer. Very little configuration required while it integrates with gmail tools or others."
7 years ago
Michael E.
Account Executive, Professional Placement Partners
"Cost of this CRM is one of my the best features. This is an easy to use CRM for small to midsized businesses. If you want to utilize the free version, you may be able to get everything you need with that alone. I also appreciate that they offer a free trial which makes signing up and figuring out if they will work for you, a breeze!"
7 years ago
Stacy M.
Manager , Health and Housing
"I love the how the dashboard reflects real time information and the opportunity reports are extremely helpful."
7 years ago
Joel B.
Technology Consultant, OneStrand
"We finally have a CRM that fits our budget, is easy to use, integrates with our other company software, and has all the features we need."
7 years ago
Verified Reviewer
"Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product cont..." Read more
7 years ago
Kyle B.
Major Account Manager, Computer Software
"Started with a trial and then purchased insightly for tracking my consulting customers. The tool is very very intuitive and works great for consultants and people maintaining a large database of customers through various stages of the sales lifecycle. The app is great and the support was wonderful."
7 years ago
Trisha M.
HR Director, Urgent Medical Staffing Solutions, LLC
"This software is a great investment and allows for organization for various things all at once. The ease of being able to keep records for employees right on their profile. This software allows for creating and organizing various aspects of managing a company, current, prospect, former employees, allows for tracking upcoming tasks."
7 years ago
Lindsay F.
Quality Assurance Analyst, Slingshot, Inc.
"I used this software for a few months, and I would recommend it to a friend. In fact, I did recommend it to a family member. This project management software is easy to use, and you can put A LOT of information in. I mean, you can have multiple projects, multiple facets within those projects, and then details and updates about what is going on everyday! It's..." Read more
7 years ago
Verified Reviewer
"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."
7 years ago
Verified Reviewer
"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."
7 years ago
Sergey P.
Project Manager, Sokol webstudio
"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."
7 years ago
Tawanda J.
Independent Consultant, IT Works
"null"
7 years ago
"Insightly does a good job of adding contacts automatically within its database. So now I no longer have to think whether or not I have added it. Which of course, keeps me organized"
7 years ago