Capterra 
G2 
861 reviews
4.4/5 average rating
John K
Administrator in Management Consulting
"Insightly is a one stop shop for all of my CRM needs. It offers a variety of options from email templates, reminders, linking contacts, and more!"
7 years ago
User in Broadcast Media
"I am a voice actor and my business relies on referrals, repeat clients, and then finally new clients. Insightly is simple and just what I need in my business to focus on the important data points."
7 years ago
User in International Trade and Development
"Great possibility to give tasks to more users, and copy to myself.! Easy follow up all activities with clients, prospects...."
7 years ago
Administrator in Hospitality
"I like how insightly is very user friendly. Any questions I asked were answered quickly and thoroughly. The new communications webinar are helpful."
7 years ago
Administrator in Medical Devices
"Insightly is extremely user friendly and easy to use. The onboarding process was a breeze."
7 years ago
Executive Sponsor in Information Technology and Services
"You don't need to pay for any adjustment and everyone is able to do it from your company"
7 years ago
Administrator in Automotive
"Ease of use. From the web to the app, it's very intuitive."
7 years ago
Dr. Jason G
"the way you can automatically track attach an email to an insightly contact via the unique insightly bbc: email"
7 years ago
Adam H
"I love the ability to interconnect records"
7 years ago
Tania H
"Easy user interface, support team are quick to address issues and the insightly team listens to the needs of the clients to implement new features."
7 years ago
Jeannie N
"All of my CC contacts are in one places. I know when I contacted them last and where I am on the pipeline with everyone."
7 years ago
User in Marketing and Advertising
"It is a very simple, easy to use platform to keep me on track."
7 years ago
User in Program Development
"It is easy to use and navigate. It replaced multiple other systems we were using into one place. It is very convenient and easy for our whole team to communicate and track projects, leads, and contacts."
7 years ago
User in Security and Investigations
"I like the flow of how you can easily link and search accounts, customers and opportunities."
7 years ago
Administrator in Facilities Services
"El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads."
7 years ago
User in Design
"I like insightly because the interface was easy for me to understand and use on a daily basis. I also love the iPhone app. I can access my clients information while on the go!"
7 years ago
User in Commercial Real Estate
"Task tracking and allocation of projects"
7 years ago
Keith F
"Ease of use, video training, support team response, price, Search Filters, connectivity to Gmail and MailChimp"
7 years ago
Travis R
"The simplicity of the program. It has a very short learning curve and has all the tools you will need to keep notes on your clients."
7 years ago
Mike D
"Using opportunities and project components to best advantage"
7 years ago
Christine V
"Insightly keeps me organized. I have all of my tasks and contacts in one place. I would be lost without it!"
7 years ago
Chris A
"Task Management on opportunities and projects. It's so easy to use and fully keep track of how a project is progressing. I also like the features in the opportunity and project management space. The ease of converting an opportunity to a project is nice as well. I spend a good amount of time with the customer piece as well, utilizing notes as a way to track..." Read more
7 years ago
Valerie S
"I love I we can easily view the task to be done, the meetings schedule and how we can characterize the prospecst and clients pour tags."
7 years ago
Stephen C
"Integration with QuickBooks Online. The ease of sending email templates."
7 years ago
"Approachable and Powerful Customer Data Manager"
7 years ago