Capterra 
G2 
Alice C.
Senior Software Development Engineer, CyberCoders
Administrator in Electrical/Electronic Manufacturing
"I like how easy this was to setup. I was able to set it all up for my company of 15 people by myself."
4 years ago
Seth T
"The way that we access Insightly is incredibly easy and compatible with a wide range of computer and mobile devices. We aren't required to download and install any software to our computers. We can just visit the Insightly website, log in and then access all of our company's work information. We can add several people to the group and set roles for each pers..." Read more
4 years ago
Andrei N
"The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer."
4 years ago
Anna R
"Insightly CRM is a smart tool for sales business management and it has all the basic features which let us easily manage our all task of sales. Social media integration is great and lets me introduce the product in front of the world."
4 years ago
Meredith C
"There is a lot of flexibility with Insightly for integrating other products."
4 years ago
Verified Reviewer
"Solid overall experience. Great-loooking user interface, and easy-to-use. Perhaps Insightly doesn't have a more visual workflow management like other software of its kind has, but the reporting feature is, in my opinion, the strongest feature, it has! You can really get granular with customization of reports, which is hard to find in CRMs of its kind."
4 years ago
User in Education Management
"I really enjoy the wide spectrum of of information this software provides. I can compare the amount of money my company brings in with companies with similar areas of expertise."
4 years ago
Joel G
"Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails du..." Read more
4 years ago
Victor M
"I really like the flexibility to create any type of workflow you need for any type of team. It's been extremely helpful to customize flows for our marketing team so they can look at a todo list as well as by calendar day."
4 years ago
Executive Sponsor in Alternative Medicine
"Cheap, pricing is easy to understand which is a change"
4 years ago
Abigail R
"It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication."
4 years ago
Verified Reviewer
"Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well."
5 years ago
Melinda P.
Entrepreneur, Styled Hanger
"My experience with Insightly has been great and has helped me to stay on top of my short and long term goals. I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve."
5 years ago
Administrator in Architecture & Planning
"the simple interface that helps to on-board staff who are unfamiliar with databases or using any type of CRM."
5 years ago
Olivia W
"I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments."
5 years ago
Carolyn S.
Manager, CommunityWorks
"easy to customise pipeline, good online information support"
5 years ago
Brandon J
"It is outstanding because it includes repetitive tasks, because it provides a good way to document all the relevant information, and does a good job of tracking opportunities."
5 years ago
Roberto M
"It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage."
5 years ago
Jurgen W
"This is a very good tool, where you get everything you are looking for in one place, I trust my work in this good application, through this you can achieve better advantages compared to other programs. It can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new on..." Read more
5 years ago
Verified Reviewer
"It doesn't allow anything to fall through the cracks. It is very easy to use and intuitive. I work in a remote team and Insightly helps us to organize all our ongoing projects. I like that each pipeline stage can be assigned to a particular user, and that user will be notified via email when it is his/her turn to work on the project."
5 years ago
ERic B.
CEO, InSearchX
"Very poor, support fast but mostly apologizes for lack of functionality as a CRM. Liked the color scheme and some aspects of its navigation"
5 years ago
Agency in Marketing and Advertising
"It provides you customer’s details, their needs, and their preferences. Which helps you to make decisions and integrate your teams."
5 years ago
Walter D.
co-director, Urban Missionaries of Our Lady of Hope
"coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce."
5 years ago
Joyce B
"Insightly is flexible. It allows us to manage our contact list and optimizes communications with our customers. It provides us with information on our sales from multiple perspectives, which helps us increase our productivity. It supports integration with Gmail helping us automate the export of contacts. Insightly improves the management of the pipeline as i..." Read more
5 years ago
"Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment."
4 years ago