Capterra 
G2 
861 reviews
4.4/5 average rating
Jasmine H
Sherine Rose G
"I love that all my clients are organized and scheduled without having to worry about missing important dates or appointments. Insightly not only provide me the confidence that I need to perform my job well but the price is the best I found on the web with the features i need for my business."
7 years ago
Paul O
"Quick to setup; easy to learn; within the first week I couldn't remember life without Insightly."
7 years ago
Grace H
"Insightly is a great tool for SBOs. It integrates easily with other products and is reasonably priced."
7 years ago
Allysa W
"Insightly is quick and easy to use! You never have to worry about how to do something. The format is really user friendly. The tags are super helpful for organization"
7 years ago
Jeremy G
"Best in Class CRM that has many features to utilize for businesses of all sizes. The system is great because it doesn’t break the bank while it maintains a high standard of quality."
7 years ago
User in Public Relations and Communications
"Insightly covers all the essentials for a CRM system: contacts, opportunities, projects and so forth. From an organizational standpoint, Insightly streamlines communication for a sales team to effectively prospect and manage new/existing accounts. Additionally, Insightly has a mobile application that is easy to use from any smart tablet or wireless device."
7 years ago
User in Consumer Goods
"the ease of the UX - everything is so easy to find"
7 years ago
Jennifer S
"how user friendly Insightly is and was able to adapt it better to our company"
7 years ago
User in Government Administration
"The best thing I like about Insightly is how you can import mass amounts of contacts easily."
7 years ago
Ann Heidingsfelder M
"The user friendly interface; Clean dashboard experience"
7 years ago
User in Online Media
"Ease of use for all levels and the free version was perfect."
7 years ago
Jimmy W
"I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine."
7 years ago
Administrator in Legal Services
"The task list and integration with Gmail"
7 years ago
Christopher L
"You can link everything with the platform. People, organisation, task and calendar. You can also sync with your email so you can track your exchange with a prospect. And hoo.. the App is great for when you are on the road so you can access all your prospect data from your phone."
7 years ago
Administrator in Real Estate
"Applies contacts to projects and tasks and organizes important correspondence through email tagging."
7 years ago
Kim R
"Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration"
7 years ago
Nicholas D
"I have really appreciated the automated workflows that Insightly has afforded us going from opportunity to project and creating tasks based on where things are in the process. It has also really helped us keep track of certain subsets of clients that require certain actions with Tags. For instance, we have a set of clients with the Maintenance tag that r..." Read more
7 years ago
Administrator in Non-Profit Organization Management
"As a non-profit, I appreciate the range of features available in Insightly's free version. It also has reasonable price points for its paid version that we will likely utilize as we grow."
7 years ago
Jason M
"I utilize about 10 different CRMs in my office. I just started using Insightly and find it to be an incredibly fluid experience. It is intuitive, responsive, offers a ton of functionality, and is easily one of the best $/value CRMs available."
7 years ago
Victor K
"Easy to get started and use. Contacts have relationship links to other contacts which is extremely useful for sales expansion. Process oriented so that you can create workflows within your team. LinkedIn integration is seamless and very helpful. Gmail integration is super helpful. Contact and customer history is built automatically because of it. Google Dri..." Read more
7 years ago
User in Internet
"I love the fact that it can be used as an app on several devices and the dashboard makes it so easy to keep track and view reports."
7 years ago
User in Computer Software
"It is a very intuitive product with a clean interface that makes it easy to navigate and understand."
7 years ago
User in Sports
"Insightly is an easy to learn, and fast to master system that makes organizing accounts tremendously easy. Its simple layout and easy to navigate menus allow for an overall stress-free working tool."
7 years ago
Chris A
"Insightly has been a great tool for our business development team to utilize in keeping track of our current opportunities and the people working for those companies. It serves as a central point of focus for our team, and ensures that if one person is not the only one with knowledge of the individuals involved in the deal."
7 years ago
"I like how easy it is to navigate & to find what I need, quickly."
7 years ago