Capterra 
G2 
Morris J
User in Information Technology and Services
"The Insightly interface is easy to use, it does not need specialized training for its use. It collects information, has features that are useful to carry out complex sales. The navigation panel is intuitive and complete. Lead management is simple and smart, once the leads become opportunities, the software stores them as contacts. The reports are useful to e..." Read more
6 years ago
Administrator in Financial Services
"My previous firm used Salesforce IQ, which is a smaller and less complex version of Salesforce. My boss needed a solution and change because it was not integrating well with our emails/contacts. I did a lot of work/research to find Insightly. It was easy to implement and we basically scrapped our entire CRM. It connects leads and projects, and contacts that..." Read more
6 years ago
User in Arts and Crafts
"The design is flexible and user-friendly. I am satisfied with the automation of processes because it increases the productivity of our team. Manage relationships with contacts and sales projects without problems. The dashboards provide detailed sales information, they also work as a basis to evaluate the performance of the team. It is also possible to improv..." Read more
7 years ago
Justin R.
Project Manager, Diablo Media, LLC
"Insightly makes managing client relationships, prospecting, and marketing as simple as a single, fully-integrated platform that allows you to utilize and compare insights across all of those arms of your business."
7 years ago
User in Retail
"I like Insightly because it is a lightweight application that fits our needs. It is a key tool in our sales and marketing operations, as it manages complex customer networks in a successful manner. It's also great for automating workflow, which saves time and helps us work efficiently. It is good for managing email communications and integrates with a wide r..." Read more
7 years ago
Amb. Dr. Ali A.
"null"
7 years ago
User in Information Technology and Services
"The graphic interface is user friendly. It is not difficult to setup. Streamlines the sales process, strengthens relationships with customers and helps us discover ways to connect with leads. Insightly is a powerful software automating our workflow and helps us increase our sales rate. I think it is a key tool for our sales department."
7 years ago
Michelle T.
"null"
7 years ago
Administrator in Marketing and Advertising
"Insightly offers multiple features and integrates among them easily and seamlessly. Tagging provides a personalized filing system for later use."
7 years ago
Teresa A J
"I can organize all business information in one place. Easy to set up daily schedule to insure that I am as productive as possible. Great for small business"
7 years ago
Emily S.
Small Groups Director, The Jar Community Church
"I use it to help manage my husband's business. It has helped him to maintain better communication with clients. I like that there is a section for Leads so you can keep track of potential clients."
7 years ago
Boniface G
"According to me, the best CRM solution for businesses at the moment is Insightly CRM. I sincerely like to use Insightly CRM because it has amazing capabilities. It is also one of the simplest softwares to manage. We use it to manage customers, conversations and relationships."
7 years ago
Zachary W
"Once we learned about the basic features and functionality of Insightly, it became very easy to use on a daily basis. It has many tools that help us to keep our teams informed about current activities, future plans, client backgrounds and numerous more details we can leverage into substantive action. The panels and windows with charts and other data are grea..." Read more
7 years ago
User in Health, Wellness and Fitness
"Insightly is easy to use, with a comfortable and fluid visual interface. Categorizes and organizes contact information intuitively, which facilitates segmentation. It integrates seamlessly with our workflow and what I like most, automates repetitive processes. I am satisfied with its ability to send and track emails, it works well to measure the effectivenes..." Read more
7 years ago
User in Financial Services
"I am a user of Insightly for various projects. I use only the free version which provides me what I need."
7 years ago
Verified Reviewer
"We were looking for something to help with our e-mail marketing so we tried the free trial. I can see the value this tool would add to our team, for sure."
7 years ago
Monica C.
Executive assistant, Embrace Washington
"Ease of use and its free! Such a great free program."
7 years ago
Verified Reviewer
"Insightly is very flexible and very intelligently designed. They are very stable and have only gotten better and better over the 3.5 years we have used them."
7 years ago
Patrick T
"What I like best about the Insightly CRM is honestly the pricing. It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan. You can also upgrade to Professional and Enterprise."
7 years ago
User in Professional Training & Coaching
"Its interface is light and dynamic, provides tools to easily visualize the sales channel and all its details. I like the versatility of Insightly. Facilitates handling of leads and opportunities, and automating repetitive tasks is a great feature. The graphics are great to keep the relevant information within reach. These concentrate important metrics to per..." Read more
7 years ago
Christina W.
Web Designer / Owner, Peanut Media
"I like that I can list my leads and use it to write notes for each client."
7 years ago
Frank L.
Captain, Yacht Broker, Self Employed , Lecardo Marine Consulting LLC
"Insightly has been a real game changer for me, there is no way that I could keep track of all my customers, leads, and projects without it. And the free version is great for people just starting out with not budget for CRM systems."
7 years ago
Nancy D.
Co-Founder, WILLO
"For a small operation like mine, this is an outstanding CRM tool that does what I need. I love the way I can access my emails, events and notes by multiple channels including opportunities, projects, contacts or companies. As a company with two principals, this has everything we need in a CRM to share information."
7 years ago
User in Security and Investigations
"It's great for monitoring the sales pipeline and managing customer relationships. What I like about this software is the ability to change the dashboard. From the pending tasks, the graphics and the list of deals. Everything can be adjusted to the needs of the user, simply by dragging "cards". It is versatile and multi-functional, it organizes customer conta..." Read more
7 years ago
"Insightly is a CRM application and it has many efficient features for business of sales, we can easily manage our product via this tool and get customer for deals. It works as platform where we can manage our leads and customize our products as requirements. It integration with Gmail is very well and let us track customer at any time for further information..." Read more
6 years ago