Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
Richard H.
Data Scientist, BlueFrog Media Ltd
"You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version."
7 years ago
E'lona M.
Agency Owner, Moore Relations
"Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will ge..." Read more
7 years ago
Brooke B.
Graphic Designer, Financial Services
"The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there."
7 years ago
Verified Reviewer
"I liked that it held all my contacts in one place but that's about it. It just wasn't right for my needs."
7 years ago
Victoria D.
President, Students for Haiti Inc.
"I was able to organize/store contact information of donors, stakeholders, and other people of interest for my non-profit organization."
7 years ago
Evan C.
Sales, Conservatory Craftsmen
"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"
7 years ago
Verified Reviewer
"Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail."
7 years ago
Alexander N.
Tax Professional, Right Taxes for Right People
"It is help me to organize my work flow. Free version and reasonable price for other plans. A lot of free integration, include for free version."
7 years ago
Verified Reviewer
"Keeping track of clients and conversations and emails. So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is."
7 years ago
Josh T.
President, Studeo Productions
"I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton."
7 years ago
Verified Reviewer
"insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads"
7 years ago
Verified Reviewer
"Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing."
7 years ago
Christopher J.
CSR, Crosson Agency
"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"
7 years ago
Raviv K.
Creative Director, R5 Event Design
"None. Zero. Nothing. Not user friendly. Worst customer service experience. Over-proced. Found better softwares with better service and better user experience."
7 years ago
Verified Reviewer
"We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet."
7 years ago
Verified Reviewer
"Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time."
7 years ago
Hector F.
Manager, Trolion
"We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team."
7 years ago
Danielle F.
Marketing Assistant, Danielle Lazier + Associates
"Helps with daily job duties and due dates. Also keeps contacts and opportunities organized. Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease."
7 years ago
Shaun H.
Automation Strategy, Resolve Systems
"null"
7 years ago
ron r.
ceo, NeuroZen Rehab Tech
"I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database."
7 years ago
Chris B.
Consultant, Suction Cup Productions
"It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface."
7 years ago
ARLENE W.
Owner, GLD
"I do not have anything negative about the software. I have added files and find it easy to save and edit them."
7 years ago
Nick W.
Director, POD CREATIVE (YORKSHIRE) LIMITED
"null"
7 years ago
Brittney M.
Marketing Manager, Elemerce
"It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize."
7 years ago
"Insightly was the first CRM we used for a really long time. It's complete and integrates well with third party apps."
7 years ago