Capterra 
G2 User in Hospitality
Anissa B
"What I like the best about Insightly is that I can see if and when an email was opened and any links/attachments. I love being able to create email templates so I don't have to type a full email. Insightly's app helps me to respond to leads in a timely manner by sending me notifications while on the go. I also love being able to check off each task for my..." Read more
7 years ago
Tina V
"The best feature of Insightly has to be the tagging feature - intuitive & simple to implement. Many of our contacts provide little information, so being able to describe them & categorise them via tags allows us to pull up relevant contacts with a few clicks."
7 years ago
Administrator in Health, Wellness and Fitness
"I really like Insightly. The activity sets are a huge time saver and great tool."
7 years ago
User in Individual & Family Services
"Insightly's Task and CRM integration is superior to the other program I've used - being able to call up emails sent while looking at a task is of great benefit"
7 years ago
Administrator in Marketing and Advertising
"I love how it connects to G-Suite and my calendar."
7 years ago
Sante Z
"Very simple and straightforward structure"
7 years ago
Graham D
"Ease of use, layout, and cloud based platform."
7 years ago
User in Mechanical or Industrial Engineering
"Loved the full featured CRM platform in general and loved that fact that it was free for first two users. This allowed my small company to utilize a great CRM platform while we were small with no cost and as we grow we will become a paid user. I love this business model and am surprised more SaaS platforms don't take this approach."
7 years ago
User in Aviation & Aerospace
"We love the ability to customize fields that is very important to us. The import and export feature is also important so we can make bulk edits. So far Insightly has been developed in a way that makes things easy to setup and start using right away, but also gives you a good deal of customization which is essential to the intricacies of our business."
7 years ago
Jessica G
"The layout is nice and easy to navigate."
7 years ago
Amanda W.
Business Development Manager, SeatEngine Ticketing
"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
Verified Reviewer
"Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow"
7 years ago
Verified Reviewer
"I like the free version. Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow. Email tracking and templates. Great reporting capabilities. Expanded workflow management mobile apps."
7 years ago
Michael F.
Owner, Pursuit Training
"I like the functionality and ease of use. It's been a great tool for my team to use on projects (especially when working remote)."
7 years ago
User in Hospital & Health Care
"I love the insight it provided into analytics"
7 years ago
User in Financial Services
"Insightly is very easy to use and also has a great layout/design. Therefore it is attractive to use also."
7 years ago
Rob M.
Partner, 4Future
"Intuitive user interface Easy to link various element Email integration works smoothly Very responsive customer service"
7 years ago
User in Information Technology and Services
"Insightly is a good CRM for the price point. The workflow is decent, it offers customizable features and training resources. I also enjoy the UI and overall look and feel."
7 years ago
User in Writing and Editing
"I love that it's easy to start up and sync with my google account"
7 years ago
User in Animation
"I like the way it manages clients, it makes it easy to navigate. I can track things easily with the software. I can put notes, tasks, etc...that is very helpful. I think there is a small learning curve to the software, but overall it is easy to use. I found it a much better system then similar crm softwares."
7 years ago
Administrator in Human Resources
"For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate."
7 years ago
User in Entertainment
"It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software."
7 years ago
Kyle M
"THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win."
7 years ago
Joe C.
Marketing Manager, ActionVFX
"I like that the software holds all of your contacts that you have encountered and helps keep you on track with tasks and keeping up with who you have or haven't contacted."
7 years ago
"Most useful to me is capturing important emails and attaching them to contacts or creating a new contact and organization."
7 years ago