Capterra 
G2 Tim B.
IC3
User in Marketing and Advertising
"I mainly use the task and project management tools"
9 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."
9 years ago
Administrator in Health, Wellness and Fitness
"For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution."
9 years ago
Megan E
"I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events."
9 years ago
Terri Z.
Owner, A Vermont Table Catering by Terri Ziter
"I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site..." Read more
9 years ago
Cat M.
Partner, Matsuda & Associates LLC
"I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks..." Read more
9 years ago
Nithya B.
IT Consultant, Prescio Consulting
"Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks."
9 years ago
User in Marketing and Advertising
"Easy to use. Love that it has a phone app."
9 years ago
Tom C.
Co Founder, 3D Source
"Some more sophistication to go on their pandadoc integration but overall pretty happy with Insightly. Easy, mobile, integrations, email integration."
9 years ago
User in Internet
"I use Insightly to manage contacts and email templates. Insightly is not a beautiful tool, but it does what I need fairly well. Adding and searching for contacts is easy. The email templates are nice, and Insightly reports delivery, open rate, and click rate statistics, which is essential. I don't use the tasks or projects tabs because I use dedicated tools..." Read more
9 years ago
Madison H
"Easy to add conversations and save contacts right from my email conversation."
9 years ago
EY T.
Executive Assistant, SLRP
"As the administrator for a very small company that was looking for mainly a contact management system, I received much more. I am truly happy with my decision thus far as a result of the ease of use and value."
9 years ago
Administrator in Information Technology and Services
"I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources."
9 years ago
Kevin H.
President, Ascent Management Consulting
"In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities."
9 years ago
Paul G.
Partner, Triumvirate Content Consultants
"Insightly has a customer service that is responsive. The tools are intuitive. Reporting could be better. Intuitive, pretty robust set of tools."
9 years ago
Thomas E.
Founder, Custom Programming Unlimited, LLC
"After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years..." Read more
9 years ago
Kevin G.
President, Gainey Enterprises, Inc.
"We have used Insightly in our business for the past year. It allows us to maintain an easy workflow without being too process heavy. Some systems try to force you to do too much and you spend more time setting them up than communicating with your prospects and clients. We have not discovered any bugs or issues. The software works as we expect it to. We like..." Read more
9 years ago
Melissa L.
Behaviour Analyst, Social Edge Training for Life
"On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the '..." Read more
9 years ago
Barb M.
Community Wellness Coordinator, Inver Grove Chiropractic
"I have been using this product for about 6 months. I am not all together sure how to best use this product. I am an individual user who does marketing for a small health education clinic."
9 years ago
Verified Reviewer
"we use it for our small business and it works great! Been using it for 3 years, and still happy with our choice, it is nice to see all the added features regularly!"
9 years ago
Steve H.
Vice President, Noble Consulting Services, Inc.
"We use currently use Insightly to manage our contacts, notes and tasks. We consider these our basic, high priority items. Insightly handles these in a straightforward, easy to use and easy to implement manner. We also believe the learning curve is manageable and that Insightly is a cost effective choice for basic CRM. We use both the desktop and mobile a..." Read more
9 years ago
Matthew A.
CEO, Comprehensive Web Designs
"Very easy to use. Love the product for my business"
9 years ago
Charles C.
Account Manager, Akers Packaging Solutions
"I personally like the ease of use. The us r interface is very user friendly with the info that you use at your finger tips. Also the mobile app is the best I have ever used."
9 years ago
Bruce C.
Senior Broker Consultant, Top Producer Systems / Realtor.com
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9 years ago
"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."
9 years ago