Capterra 
G2 Administrator in Motion Pictures and Film
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
Andrew J
"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."
7 years ago
User in Management Consulting
"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."
7 years ago
Wesley J.
Director, TEcHonfidence
"This application is great at allowing me to manage a diverse range of tasks within my small business. The mobile and web applications are similar enough to make the transition between the two quite easy. I encourage many small businesses to leverage this application."
7 years ago
Caitlin P.
Office Assistant, Mars Marketing LLC
"Customer management, a place to keep staff on task and abreast of new projects or to-do items. Clean design Relatively easy to use and manage clients, spaces to add notes, contact info etc Ease of working together with our team to keep on top of projects and clients"
7 years ago
Consultant in Marketing and Advertising
"BBC emails to keep track of them as Opportunities. Trying to follow up with prospects in my email isn't always effective even when I have tried to keep folders for them. With so many incoming emails, I would rather have the prospects logged in a different set up so that I can run through them all at once without having to do the email scavenger hunt. The rep..." Read more
7 years ago
Laura R
"Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM."
7 years ago
Matt G.
President, Next Act Franchise Advisors
"You can build a series of template email and schedule them to be sent based on the date you enter a new contact"
7 years ago
User in Consumer Electronics
"Easy to navigate and has a lot of features that are worthwhile."
7 years ago
Jaime S
"Intuitive, easy to use interface. A decent level of customization available and good canned reporting options."
7 years ago
Tracy R.
VP Sales & Marketing, Keystone Certifications Inc.
"Simple to download contact information into database and excellent data relation between contacts, leads and opportunities. Outlook add-in makes database tracking of emails virtually automatic."
7 years ago
User in Education Management
"It's easy to use, great free version, can import/export excel contacts spreadsheet, set us reminders, pipelines etc.."
7 years ago
Laura C.
"null"
7 years ago
jaclyn w.
marketing manager, clutch design
"Great price for product and user friendly. I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."
7 years ago
"Easy to keep track of different customers and automate emails."
7 years ago