Capterra 
G2 Verified Reviewer
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
Administrator in Motion Pictures and Film
"Easy to keep track of different customers and automate emails."
7 years ago
Andrés S
"What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data."
7 years ago
Kaitlin M
"I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice."
7 years ago
Whitney W
"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."
7 years ago
Susan B.
Digital Business and Marketing Consultant, SWBmedia
"Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well."
7 years ago
Ben M.
Co-founder, Rockfit Messaging
"Converting leads to contacts is easy and satisfying. The interface is logical and fast. I like the app."
7 years ago
Administrator in Information Technology and Services
"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."
7 years ago
Anna B
"It is simple to navigate and keeps all my info central"
7 years ago
User in Real Estate
"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."
7 years ago
Administrator in Information Technology and Services
"Ease of use, reporting and overall flow of lead to project"
7 years ago
Dennis H.
Owner, ProLine Embroidery
"I keep it despite the Outlook con because the other features I like and the price is very goood. Setting up Activities and processes Task assignment is quick and easy Email notifications on updates on tasks VIewing filters for tasks is nice"
7 years ago
Brett G.
Director of Client Services, ImpactPIxel
"helped streamline contacts as well as provided a central point of reference for all clients and marketing. App friendly, Integration with google and mailchimp, walk through upon set-up, low cost in comparison to the features that you get, easy to use interface"
7 years ago
"Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow"
6 years ago