Capterra 
G2 
585 reviews
4/5 average rating
Rob M.
Partner, 4Future
Barb R.
"null"
7 years ago
John L.
Business Dev and Marketing Manager, Loberg Construction
"Customer isn't first in a company who's software is made to focus on it. I feel betrayed as a customer. It's pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional."
7 years ago
Rion H.
CoFounder, 1205marketing.com
"I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also..." Read more
7 years ago
Verified Reviewer
"Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user."
7 years ago
Verified Reviewer
"We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program."
7 years ago
Tim J.
Voice Over Artist / Owner, Tim Jackson VO LLC
"What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it. Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client project..." Read more
7 years ago
Michael V.
Owner, Pro-nounce®
"Seems to be plenty of functionality. There is a lot of reporting features, you can find any name any time, whether it's a Lead or Contact."
7 years ago
Verified Reviewer
"I like that it stores all the contact information for clients and links up the emails to those accounts."
7 years ago
Alejandro U.
Media, Casa de Libertad
"Integration with other apps, including Quickbooks. The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team! We used it with the staff at our church and it worked great! we had the free version for couple of years now until we upgraded. Truly it is a great app. Also it syncs with the..." Read more
7 years ago
Joe C.
Marketing Manager, ActionVFX
"I like that the software holds all of your contacts that you have encountered and helps keep you on track with tasks and keeping up with who you have or haven't contacted."
7 years ago
Susan B.
Digital Business and Marketing Consultant, SWBmedia
"Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well."
7 years ago
Ben M.
Co-founder, Rockfit Messaging
"Converting leads to contacts is easy and satisfying. The interface is logical and fast. I like the app."
7 years ago
Dennis H.
Owner, ProLine Embroidery
"I keep it despite the Outlook con because the other features I like and the price is very goood. Setting up Activities and processes Task assignment is quick and easy Email notifications on updates on tasks VIewing filters for tasks is nice"
7 years ago
Brett G.
Director of Client Services, ImpactPIxel
"helped streamline contacts as well as provided a central point of reference for all clients and marketing. App friendly, Integration with google and mailchimp, walk through upon set-up, low cost in comparison to the features that you get, easy to use interface"
7 years ago
Wesley J.
Director, TEcHonfidence
"This application is great at allowing me to manage a diverse range of tasks within my small business. The mobile and web applications are similar enough to make the transition between the two quite easy. I encourage many small businesses to leverage this application."
7 years ago
Caitlin P.
Office Assistant, Mars Marketing LLC
"Customer management, a place to keep staff on task and abreast of new projects or to-do items. Clean design Relatively easy to use and manage clients, spaces to add notes, contact info etc Ease of working together with our team to keep on top of projects and clients"
7 years ago
Ross E.
Managing Director, ISI Consultants
"I would recommend finding a product that is more robust and has proper support. The investment of time in setting up any CRM system for your business means that you need to choose the right one from the start and with all of its technical glitches and lack of support, this is one the one i would recommend to anyone."
7 years ago
Matt G.
President, Next Act Franchise Advisors
"You can build a series of template email and schedule them to be sent based on the date you enter a new contact"
7 years ago
Tracy R.
VP Sales & Marketing, Keystone Certifications Inc.
"Simple to download contact information into database and excellent data relation between contacts, leads and opportunities. Outlook add-in makes database tracking of emails virtually automatic."
7 years ago
Scott A.
Account managers , Rust automation and controls
"The ability to access my entire CRM through my smart phone. Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports."
7 years ago
Verified Reviewer
"Strange import & Instant Gmail Issues"
7 years ago
Laura C.
"null"
7 years ago
jaclyn w.
marketing manager, clutch design
"Great price for product and user friendly. I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."
7 years ago
Ron S.
Owner, WebWaves.ca
"Horrible Experience"
7 years ago
"Intuitive user interface Easy to link various element Email integration works smoothly Very responsive customer service"
7 years ago