Capterra 
G2 Audree L
User in Management Consulting
"Tracks leads and projects through all the phases."
8 years ago
Leticia A.
Gerente Estratégica Marketing y Comercial, Daivers Promos
"null"
8 years ago
Chuck B.
Business and Personal Insurance Advisor, American National Insurance
"null"
8 years ago
Dipali D.
zakipoint Health
"It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing a..." Read more
8 years ago
Administrator in Marketing and Advertising
"It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives."
8 years ago
Lea W.
GLD
"Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!"
8 years ago
Austin R.
Director of Marketing, The Voice Newspaper
"Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades."
8 years ago
Hannah H.
Director of Operations, David's Harp Foundation
"I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze."
8 years ago
Kristina S.
Owner, Language Wonderland
"Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized. Easy to use and very intuitive."
8 years ago
Seth W
"It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well."
8 years ago
User in Financial Services
"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."
8 years ago
Administrator in Public Policy
"Linking feature to capture relationships between our supporters and their Members of Congress."
8 years ago
Joshua D.
1221 Consulting
"While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point."
8 years ago
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
8 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
8 years ago
Jennifer L.
CEO, Decisions Oriented Inc
"I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks. Most of its features are free for up to two users. We use it for Resume Management, Proposal Management, and HR functions as well as all of the customer management. When we get more employees I would not hesitate for a second to pay for a full subscription. The..." Read more
8 years ago
Olayide S.
Accountant, American Airsea Cargo Limited
"This is a very good Sales executive/Customers management software application that simplifies and integrates daily workflow."
8 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"I have used Insightly for a few years in my coaching/consulting business. I find it very easy to use and quite flexible. I particularly like the fact that it works seamlessly with Google for Business. Insightly has a project/case management function which I use for direct coaching. Works very well and links with Google Docs. Every year or so I try other ap..." Read more
8 years ago
Christie G.
Account Manager, BLKBX Creative Group
"We used this CRM for internal use as we organized and managed our client lists, projects, emails, and tasks. Our business is small but growing rapidly, and our client list grew exponentially within the last year - Insightly's system for tagging, it's icons, and it's organizational taxonomy was extremely helpful. That said, we didn't use all of its capabiliti..." Read more
8 years ago
Matt R.
Managing Director, Swiftward
"Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software pa..." Read more
8 years ago
Decebal B.
Operations Manager, Aventurio
"Because we are a small team we use the free version of the software. Is helpful if you would like to organize yourself and offer a lot of integrations like Gmail but I believe that is missing some features to be a complete product and not make you jump from a solution to another. E.g. I wish to be clear when you add a partner and a client and have the optio..." Read more
8 years ago
Tim B.
IC3
"We have been using Insightly for about a year. Its integration with gmail has been a big time saver and enhancement to our ability to track and respond to clients. It is easy to use and setup and its web based which means everyone has access to it and it requires no downloads or update on individual computers."
8 years ago
User in Marketing and Advertising
"I mainly use the task and project management tools"
8 years ago
Executive Sponsor in Consumer Electronics
"We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time."
8 years ago
"The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportuni..." Read more
8 years ago