Capterra 
G2 Ana A
Verified Reviewer
"Insightly was one of the CRM servises tested for a startup. It would definitelly become a no1 choice, but the interface language choice was limited to just 7 most popular languages."
4 years ago
Samantha L.
Office Manager, ANREV
"It seems to have many features, and many things are possbile. I also see a lot of third-party integrations possible."
4 years ago
Michael L
"Simple and Ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business."
4 years ago
Morgan J.
Business Development Executive, MAZ Systems
"It's generally fine if you're looking specifically for business info, ie sales progress, total leads generated, etc. as a CRM it is definitely not the best"
4 years ago
Dhairay A
"It is a great tool that help automates various marketing activities and help deliver great content to the customer that provides a personalized feel and increases engagement which helps covert sales to revenue.It also integrates with various application like Outlook,Oracle database and warehouse tool.It also helps increase engagement with clients on various..." Read more
4 years ago
Shannon G.
Software Developer - Supply Chain, Lowe's Companies, Inc.
"Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel."
4 years ago
Sarah M
"I love how much data you're able to keep in Insightly; we use this for Development in a healthcare company, and being able to have custom tags and a searchable index is wonderful. Their pipeline feature for outreach is great too. Another great bonus is the ability to add custom fields to organizations; this means Insightly can work for a variety of different..." Read more
4 years ago
Kalyan C
"Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities."
4 years ago
Consultant in Oil & Energy
"When I first started using insightly I was not a big fan. It was much different from other CRM's I have used in the past. Once my company started to personalize it for our company it was great. I love how easy it is to track the pipelines of each lead, project, and opportunity.`"
4 years ago
José Luis O.
Manager, Skak Capital Estrategico
"A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed."
4 years ago
Charlton D
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new ones within the company. I find it easy t..." Read more
4 years ago
Industry Analyst / Tech Writer in Leisure, Travel & Tourism
"It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal"
4 years ago
Amy O
"I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields."
4 years ago
Nick K.
it, Nick Ka
"I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline."
4 years ago
Ellen B
"It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the informat..." Read more
4 years ago
Sarah F.
secretary, Kurt A Johnson
"I really quite enjoyed it. This was definitely better than my Rolodex. This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information."
4 years ago
Nick G.
SEM, Click & Track
"Waste of time and $. The software sounds good on paper... but falls flat when you have to pay extra to get it to actually perform as advertised and promised by sales reps and techs who take forever to get back to you with non-answers."
4 years ago
Sunil K.
Manager , SKV Group, LLC
"This is free CRM for any small business or startup strapped with budgetary constraints."
4 years ago
Harley D.
Owner, Due Process International, LLC
"I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option. Extremely inexpensive software for small business with good bulk mailing features and document storage."
4 years ago
Lucy C.
Software Developer, SIGMA Equipment
"Well customer supports that can answer our questions or set up a meeting to further discussion. Well CRM that fit our company needs. Product design perspective is close to our mission to serve our customer well."
4 years ago
Mary W
"For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience."
4 years ago
Jennifer A
"My overall experience with Insightly CRM is great. It is really a huge invention by enabling us in managing several business relationships quite easily. It is well suited to our environment. I highly appreciate its customizable nature. It has become my favorite CRM now because of its highly impressive clean and clear interface."
4 years ago
Amy O.
Owner, Desktop Deputy Virtual Assistant
"Overall, my experience with Insightly has been positive. I don't mind working with it and have added a ton of contacts into our database using it."
4 years ago
David T
"Insightly CRM is one of the most powerful tool that let us provide great assistance to our customers. It has managed all features in advanced ways. The great thing about insightly it is a SaaS based CRM solution. It accelerates sales in efficient ways. Moreover, it provides plugins of Gmail and Outlook. It is capable of providing best and effective services...." Read more
4 years ago
"By using this software we foster and strengthen relationships with our clients, while centralizing their data to close more deals. We improve the experience of our potential consumers due to marketing automation, with personalized email templates we involve them in the process, and we position marketing and sales around the buyer's benefit. We can track the..." Read more
4 years ago