Capterra 
G2 Samuel J.
Marketing, N'ware Technologies
Emily B
"This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, i..." Read more
4 years ago
Ryan M.
Account Director, Compass Creative
"Overall, Insightly is pretty good. As with all software, you'll get what you put into it. So, if some more integrations with other software were possible, that would help greatly."
4 years ago
Katie M
"Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works accord..." Read more
4 years ago
Reager C.
General Sales Manager, Chevrolet/ Foton Anc
"Good software. Not easy to use but functional software that help me on my job. I like the features, manageable and have good system."
4 years ago
Lois M. G
"I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals."
4 years ago
Bismark D
"Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily."
4 years ago
Nawar A.
Project Manager, ICHEC
"in general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing."
4 years ago
Administrator in Accounting
"Reporting dashboards and the customization available."
4 years ago
Administrator in Education Management
"We like the ease of use and general layout of the product. It is not as cluttered as some other bigger name CRM's and is much easier to customize."
4 years ago
Krystal K.
Editor, Planet Princeton
"Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive."
4 years ago
User in Renewables & Environment
"the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions"
4 years ago
Maciej N.
Freelance Credit Analyst, Maciej Nowak Enterprise Financing
"Aside from the cons that made me switch, Insightly does it's job very well. I might consider switching back when they allow two way Exchange support."
4 years ago
Tuhin B.
CEO, CreativeDev Studio
"Overall experience with this tool is great. It does everything as advertised. With Insightly you can easily manage your project with your team and can check-in details report of your marketing strategy plan and sales. Insightly not only for insights into your business but it also great tool you can use as CRM."
4 years ago
Janine W.
President, Good to Go, Inc.
"It's very customizable but I just didn't have the time to do it. Had all the Crm and database features you could want. Good training and onboarding process and good pricing."
4 years ago
Felicia H.
Owner, Shifting Tides Chiropractic
"Overall we have been happy with the help Insightly has provided to us while starting up online marketing and advertisement. It has allowed us to better track our investment as well as track our leads and follow-up with people in appropriate time gaps."
4 years ago
Joshua K.
Owner, Thryft-Flipp
"We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the worklo..." Read more
4 years ago
rachel n.
Communications Project Manager, Christ Community Church
"It was what the company had always used, so we had figured out how to make it work for what we needed."
4 years ago
Sandra S.
Account executive, Marketing and Advertising
"Great at helping me to manage my time and record my to do list. It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities. Also love that it connects with Outlook."
4 years ago
Verified Reviewer
"We use Insightly to manage all of our sales leads & process. Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly."
4 years ago
Carl S.
Head of Customer Service , Evosoft Ltd
"We recommend insightly to everyone we can speak to its that good!. Insightly is an absolutely incredible piece of software, using SaaS based CRM solution which links together contacts, email, social media. It gave us soo much "insight" in to our Customer Journeys and relationship tracking."
4 years ago
Robert D.
Co-founder, Farmers First Coffee Company
"Overall, we ended up ditching Insightly. I'm glad we did. Initially, I liked their front-end sales pitch and pricing. That, unfortunately, was pretty much the best of it."
4 years ago
Cosmin S.
operations, Terawatt Solar
"Execrable customer support when you need it the most. No support whatsoever over the phone to set it up, although I have the paid version but not the most expensive one where the help over the phone is included. The only help is via emails and you get them only during business hours. Very frustrating to spend a lot of time trying to discover what you need to..." Read more
4 years ago
Administrator in Wholesale
"Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives."
4 years ago
User in Information Technology and Services
"Insightly CRM is very useful in tracking the sales progression. It allows the user to create new opportunities, leads and tracks the status of the leads. It has direct integration with google apps thus makes life easy as we use google for business. Its easy and self explainatary to use, available on desktop and mobile version. Option to custom create your fi..." Read more
4 years ago
"Good overall experience, I think that many software like this are similar in terms of features in this "grade" of CRM. Others will be more advanced in terms of automation, but also will be more expansive."
4 years ago