Capterra 
G2 Administrator in Printing
User in Hospital & Health Care
"Easy to navigate from task to task. Love that it puts everything in a chronological order so that I can see what needs to be done and whats coming up."
7 years ago
Administrator in Staffing and Recruiting
"organizes my clients and can generate custom reports and lead sheets for sales"
7 years ago
Vincent N
"Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful."
7 years ago
Julio Cesar B
"Integrates with other solutions very quickly and easily"
7 years ago
Will C
"Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team."
7 years ago
Verified Reviewer
"Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate."
8 years ago
Erik H.
Owner/Managing Member, Maven's Connections
"Helps us to better manage our business, from contacts to opportunities. Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly im..." Read more
8 years ago
Jon B
"Integration into my gmail and linkedin accounts"
8 years ago
Bruce H
"Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create..." Read more
8 years ago
Kritsada P.
Country Manager, GE Healthcare
"null"
8 years ago
Megan W.
Freelance Writer, LocutusHealth
"Tracking the best opportunities to grow my business. It's pretty simple to get started. The concepts are relatively straightforward and the interface is smooth, so getting your contacts entered (or even uploaded) is easy."
8 years ago
Dawn B.
Broker Consultant, RLT Private Capital, LLC
"It keeps me in contact with my customers. I can follow up with them and all activity is logged automatically. It makes keeping a record of my contacts easy!"
8 years ago
Austin M.
Director of Services, Centercode
"I like that most of the features are relatively easy to use and customize. Our organization uses this software for both CRM and project management."
8 years ago
Joshua M
"-easy interface -simple but effective companion app -merges well with other programs"
8 years ago
Carrie P.
"null"
8 years ago
Administrator in Information Technology and Services
"The platform is easily configurable. Just watch the webinars and post on the message board if you have more questions."
8 years ago
David P.
Executive Constultant, Fortnum Private Wealth
"Excellent product and installed across the business in under 6 weeks fully implementation. Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help"
8 years ago
Catherine T.
Special projects, Hoboken dual language charter school
"Free version worth trying out, if you're on the fence. The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side. It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, yo..." Read more
8 years ago
Adam M.
Business Development, SEMCO
"Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. I would mainly use the system for staying on top of tasks and project management. The only downside compared to other CRMs is the email function, which I found to be limited."
8 years ago
Jason S.
Zanasi USA
"Insightly is a very easy to use, easy to migrate cloud based solution for small to medium sized businesses. Learning the system is a snap and the project feature is a nice value added addition to your team."
8 years ago
Jake D
"I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates."
8 years ago
Carol E.
CEO, The Medicare Maven
"I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped."
8 years ago
Alice F
"The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact) straight from my G-Suite em..." Read more
8 years ago
Administrator in Textiles
"Being able to see our database grow, funneling from our website."
8 years ago
"Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze."
7 years ago