Capterra 
G2 
870 reviews
4.4/5 average rating
Jessica A
User in Events Services
"I can track all quotes without manually having a piece of paper"
8 years ago
User in Design
"The way insightly allows my team to be more organised, and in an organised manner!"
8 years ago
Gabriel D
"Great usage of scheduling and keeping track of my clients."
8 years ago
Administrator in Management Consulting
"Insightly is a very compact, speedy and very easy to use CRM. And, that's what it's about. It's not trying to be a solution for everything to everybody; just doing what it does excellently"
8 years ago
Administrator in Real Estate
"I like that we can set up all the steps we need to get something done. I like that I never forget to do a task because it is right there for me."
8 years ago
Jasmine H
"I like how easy it is to navigate & to find what I need, quickly."
8 years ago
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."
8 years ago
Paul O
"Quick to setup; easy to learn; within the first week I couldn't remember life without Insightly."
8 years ago
Grace H
"Insightly is a great tool for SBOs. It integrates easily with other products and is reasonably priced."
8 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"
8 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."
8 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."
8 years ago
User in Consumer Goods
"the ease of the UX - everything is so easy to find"
8 years ago
Jennifer S
"how user friendly Insightly is and was able to adapt it better to our company"
8 years ago
User in Government Administration
"The best thing I like about Insightly is how you can import mass amounts of contacts easily."
8 years ago
Ann Heidingsfelder M
"The user friendly interface; Clean dashboard experience"
8 years ago
User in Online Media
"Ease of use for all levels and the free version was perfect."
8 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."
8 years ago
Administrator in Legal Services
"The task list and integration with Gmail"
8 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."
8 years ago
Administrator in Real Estate
"Applies contacts to projects and tasks and organizes important correspondence through email tagging."
8 years ago
Kim R
"Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration"
8 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
8 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."
8 years ago
"I like the streamlined process of each category and how easy it is to add each new item."
8 years ago