Capterra 
G2 
585 reviews
4/5 average rating
Millie H.
CEO, Team Justincredible
Steven f.
co founder, sparkbay
"What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)"
7 years ago
Verified Reviewer
"If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?"
7 years ago
David k.
owner, Hawaiian South Shore LLC
"Keeps thing organized, the price is right. We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient."
7 years ago
Bartholomew G.
Sales and Marketing Manager, Sigenics Inc.
"Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero."
7 years ago
Dana R.
Sales Manager, SuperKlean Washdown Products
"As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents."
7 years ago
Verified Reviewer
"I tried this product and was impressed at first. I was looking for MailChimp integration and a way to track customer contacts. It worked, but we outgrew the free plan and another CRM company started offering many more features for free so we switched."
7 years ago
Verified Reviewer
"Great for tracking and progressing sales opportunities and general business development. The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modu..." Read more
7 years ago
Wesley J.
Environmental Scientist, Wetland Solutions LLC
"Easy way to capture customer info on the move with the app. The base function of a CRM is crucial to a modern digital business and this is the easiest to use and most cost effective CRM on the market. The design is easy to understand but it doesn't limit the functions available to users."
7 years ago
Tracey M.
Professional Freelancer, Professional Freelancer Available For Remote, Contract, Part-Time Or Other Opportunities
"Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check ou..." Read more
7 years ago
Elle R.
Sales Assistant, Chicago Public Media
"Easy to use, set up, manage. Basic CRM tool that so far works well. Helps manage prospects and opportunities."
7 years ago
Carlos Eduardo d.
Co-Founder, Coopers Digital Production
"It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads."
7 years ago
John David A.
Director of Marketing & Technology, The AAM Group
"It helped us to solve a problem that no other software was able to solve. We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need."
7 years ago
Marjan J.
Director of Operations, Just Pure Water Products Inc.
"The user interface looks good and they have a free plan. We were grandfathered into an old plan which was great."
7 years ago
Yan F.
Director , Premium Consulting
"Good contact management system. It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans."
7 years ago
Verified Reviewer
"Great CRM solution for a startup business, easy to setup and use, very cost effective. Easy to use and setup, very quickly we could import existing contacts and manage them. We could also enter new contacts and create custom settings to track our opportunities. Also, Insightly has a very good associated iOS app, so easy to enter new leads and manage existin..." Read more
7 years ago
Donna M.
"null"
7 years ago
Adarsh R.
CEO, Startship
"It's a specialized tool, so I wouldn't recommend it unless I have the time to sit down and show someone how to set it up. But overall, the platform is robust and scales well as your needs evolve."
7 years ago
Jack R.
Principal, Atlanta Commercial Property Services LLC
"Someone made a comment that they wished they had put the program through more strenuous testing before purchase. I do too. I had the same issue, the lack of automatic linking makes this product worthless. I have to spend way too much time making sure everything is linked properly. Which defeats the purpose of having the software make you more efficient. I r..." Read more
7 years ago
Matthew G.
Partner, Pine Creek Construction
"Great for client management and task management. I like the ability to customize the text fields to my needs and the task management function is hard to beat."
7 years ago
Patrick F.
Enrollment & Technology Manager, Smith College
"Automatic workflow is a great feature. Send emails anytime with their scheduler. It manages projects and tracks communications, tasks and documents in a all on their platform. Some CRMs have way more than you need and you can get lost, this one has less features but sometimes less is more."
7 years ago
Verified Reviewer
"Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails. Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing."
7 years ago
Shelley H.
Marketing Manager, Town and Mountain Realty
"I like that there is a free version and that it can connect with a ton of other programs and apps that can help you along the way."
7 years ago
Mike N.
Co-Founder, Focus Forward Media
"It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients."
7 years ago
Verified Reviewer
"Integrates with Office 365, Gmail, Slack, Mailchimp, and QuickBooks fairly seamlessly, and has many more integrations as well depending on which programs you're already using. The mobile app has a great UI and pulls data from a variety of sources (your contacts, emails, and so many more) so you really have one true source of data and aren't duplicating anyth..." Read more
7 years ago
"The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts."
7 years ago