Capterra 
G2 
870 reviews
4.4/5 average rating
Brandie E
User in Legal Services
"quik excess to client portals, diversity especially with email access. other tools that are avail when you dont have to go anywhere else to find what you need for clients. Excellent site"
8 years ago
Administrator in Marketing and Advertising
"I like the fact that you can link Gmail to Insightly. Also, you can assign tasks to your co workers and it gives you reminders to make sure you don't miss your tasks."
8 years ago
User in Publishing
"The diversity of reports that one can construct, the easiness to link with e-mail programmes"
8 years ago
John H
"Simplicity, great UI, integrates well with other platforms."
8 years ago
Mike M
"I like that Insightly keeps me organized with all my contacts, projects and current quotes. Whether I am in building the business in the office or on the road visiting customers, I can find the contact info I need and double check on the status of various projects all in one spot. No need to flip back and forth between email, and hard drives. No worries abou..." Read more
8 years ago
User in Law Practice
"Best thing that ever happened was when your talented developers enabled features in Insightly that instantly link-connect-merge Outlook email to Insightly's corresponding legal project. Amazing and incredible progress and timesaver!!!"
8 years ago
User in Accounting
"- Fast - Efficient - Online vs Offline usage"
8 years ago
Carmen R
"Unsightly keeps me organized and on track. It stores everything in one place so I don't have to hunt around for what I need. I love it!!"
8 years ago
Administrator in Computer & Network Security
"The features cover most of the needs of the user and it is very easy to handle."
8 years ago
Alexandra L
"Follow up emails, different checklists, and the iPhone app makes it easy to stay on top of your tasks. Prior to this software, it was easier to accidentally forget to contact a customer or let a lead slip away. The software helps you keep on top of the project/lead. I also like that I can stay up to date with how far I have to go to reach a goal."
8 years ago
Administrator in Religious Institutions
"We love the ease of the app and email plug in!"
8 years ago
User in Arts and Crafts
"I like how easy it is to search contacts and organizations. Being able to assemble them into a report and export it as a mailing list is invaluable. I also like the Mailchimp sync."
8 years ago
Administrator in Information Technology and Services
"Simplicity. There are only the most important features."
8 years ago
Internal Consultant in Food & Beverages
"A great tool to manage customers and contacts within my team- the project management and reminders work well and it is easy to see notes etc"
8 years ago
Consultant in Financial Services
"I’ve used many crms before and I enjoy Insightly it’s very easy to navigate around and I like the easy tasks"
8 years ago
Ali A
"the interface and the way it is designed to serve its customers was made easy"
8 years ago
Administrator in Real Estate
"Love the ability to integrate prospect and customer info with work-flow automation. Amazing resource saver. I'm all about using minimal effort to create maximum effect. I love that the enhancements just keep rolling out."
8 years ago
Consultant in Automotive
"NIce system that is very easy to use. Great way to keep track of clients."
8 years ago
Megan O
"Easy to use & nothing slips through the cracks"
8 years ago
User in Hospitality
"I have a clear birds-eye view of my leads and customers, along with notes regarding when each person was last contacted. I know there are many more features that I can grow into, as well, as our business grows."
8 years ago
Rodrigo A
"The ability to manage Opportunities and Projects in just one place. Every time a sales person converts ao opportunity into a closed deal, a project is created and redirected to my customer success team, which gets in contact with the client and goes through the first steps to implement our product."
8 years ago
Administrator in Information Technology and Services
"Now I am reminded periodically which customer to contact and what action to perform! Absolutely compelling :)"
8 years ago
Administrator in Education Management
"IT'S A PRETTY COMPREHENSIVE PLATFORM THAT PROVIDES MORE THAN WHAT IS NEEDED TO USE AS A CRM TOOL."
8 years ago
Vanessa M
"I like that it is user friendly. I always find it easy to get through my day with a checkoff list. This product has helped me. I will always recommend it to others. I also like that it is color coordinated and I can organize other tasks to other co-workers of mine. It makes it easy to switch tasks and deleted them as well. The program is great to use on you..." Read more
8 years ago
"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."
8 years ago