Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
Jonathan H.
Co Founder: Information Systems & Content Manager, Market Tank
"Its great at what it does, just make sure you know its not going to fix everything. This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche."
7 years ago
Verified Reviewer
"Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what."
7 years ago
Kelsey B.
Recruiting Coordinator, Altig - American Income Life Insurance Company
"null"
7 years ago
Will B.
VE, BPO
"I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company."
7 years ago
Daisy Q.
PA, Mortgage
"It features a lot of products to keep track of business, marketing tools and easy to store contacts"
7 years ago
Golfredo M.
"null"
7 years ago
Cheryce E.
Virtual Assistant, Freelancer
"I would recommend this software for business who wants to be on top of their games in being organized and ready for any tasks and also to easily monitor teamwork for completion."
7 years ago
Lynda B.
Office Manager, InSite Software Inc
"I wish we had tested Insightly much more strenuously before proceeding with purchase of this software. I guess we just didn't know what we didn't know, and so when the linking issue (or non-linking issue) because glaringly apparent, we had already finished the trial period. We just (wrongly) assumed that a feature so integral to an effective customer relatio..." Read more
7 years ago
Vince K.
President, Swiftblue
"There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients ev..." Read more
7 years ago
Kristin B.
Marketing , Pharmaceuticals
"Stay away. With so many options - you can do better. Looks pretty. They obviously have a keen marketing team who knows how to attract consumers eyes...if only the product was able to deliver!"
7 years ago
Miguel P.
CEO, GMD
"This software fills a lot of information about your leads in an automatically way. The best thing in this software is a feature that fills automatically some information about your leads. Starting with the email the software uses the social medias like linkedin to fill the company, the position in the company, the phone number, the photo, etc."
7 years ago
Paul G.
Infrastructure Consultant, iSYSTEMS Integration Ltd
"null"
7 years ago
David L.
Marketing Manager, R-V Industries, Inc.
"null"
7 years ago
John J.
Manufacturing
"Insightly is incredibly easy to set up and implement for a small team. The ability to combine CRM and Project Management is very useful."
7 years ago
Shane W.
Sales, Retail
"I uploaded my contacts from an Excel spreadsheet, and instead of finding them on my app (or the website) hundreds of arbitrary contacts were shown. No one to speak to, impossible to create a customer support ticket, a HUGE waste of my (and my employer's) time."
7 years ago
Aarre L.
Lecturer II, University of Michigan-Dearborn
"null"
7 years ago
Amelia B.
President, Exposure Skate
"It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM."
7 years ago
Amanda W.
Business Development Manager, SeatEngine Ticketing
"I love that they have free version that you can use and that you have an option to upgrade to a paid version."
7 years ago
Verified Reviewer
"Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow"
7 years ago
Verified Reviewer
"I like the free version. Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow. Email tracking and templates. Great reporting capabilities. Expanded workflow management mobile apps."
7 years ago
Chelsea M.
Broker, BHHS
"EASY!! Lists my contacts in order of entry date. Lists my contacts based off of their category like contacted, not contacted, etc."
7 years ago
Verified Reviewer
"I love how easy it was to get started and then get into the more advanced features. This has made it so much easier to follow up with leads and close more business."
7 years ago
Michael F.
Owner, Pursuit Training
"I like the functionality and ease of use. It's been a great tool for my team to use on projects (especially when working remote)."
7 years ago
John P.
Helping companies with technology, No Nonsense Tech (Proper Networks Ltd)
"null"
7 years ago
"I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it."
7 years ago