Capterra 
G2 José Luis O.
Manager, Skak Capital Estrategico
Charlton D
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new ones within the company. I find it easy t..." Read more
5 years ago
Industry Analyst / Tech Writer in Leisure, Travel & Tourism
"It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal"
5 years ago
Amy O
"I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields."
5 years ago
Nick K.
it, Nick Ka
"I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline."
5 years ago
Ellen B
"It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the informat..." Read more
5 years ago
Sarah F.
secretary, Kurt A Johnson
"I really quite enjoyed it. This was definitely better than my Rolodex. This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information."
5 years ago
Nick G.
SEM, Click & Track
"Waste of time and $. The software sounds good on paper... but falls flat when you have to pay extra to get it to actually perform as advertised and promised by sales reps and techs who take forever to get back to you with non-answers."
5 years ago
Sunil K.
Manager , SKV Group, LLC
"This is free CRM for any small business or startup strapped with budgetary constraints."
5 years ago
Harley D.
Owner, Due Process International, LLC
"I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option. Extremely inexpensive software for small business with good bulk mailing features and document storage."
5 years ago
Lucy C.
Software Developer, SIGMA Equipment
"Well customer supports that can answer our questions or set up a meeting to further discussion. Well CRM that fit our company needs. Product design perspective is close to our mission to serve our customer well."
5 years ago
Mary W
"For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience."
5 years ago
Jennifer A
"My overall experience with Insightly CRM is great. It is really a huge invention by enabling us in managing several business relationships quite easily. It is well suited to our environment. I highly appreciate its customizable nature. It has become my favorite CRM now because of its highly impressive clean and clear interface."
5 years ago
Amy O.
Owner, Desktop Deputy Virtual Assistant
"Overall, my experience with Insightly has been positive. I don't mind working with it and have added a ton of contacts into our database using it."
5 years ago
David T
"Insightly CRM is one of the most powerful tool that let us provide great assistance to our customers. It has managed all features in advanced ways. The great thing about insightly it is a SaaS based CRM solution. It accelerates sales in efficient ways. Moreover, it provides plugins of Gmail and Outlook. It is capable of providing best and effective services...." Read more
5 years ago
Samuel J.
Marketing, N'ware Technologies
"Good overall experience, I think that many software like this are similar in terms of features in this "grade" of CRM. Others will be more advanced in terms of automation, but also will be more expansive."
5 years ago
Emily B
"This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, i..." Read more
5 years ago
Ryan M.
Account Director, Compass Creative
"Overall, Insightly is pretty good. As with all software, you'll get what you put into it. So, if some more integrations with other software were possible, that would help greatly."
5 years ago
Katie M
"Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works accord..." Read more
5 years ago
Reager C.
General Sales Manager, Chevrolet/ Foton Anc
"Good software. Not easy to use but functional software that help me on my job. I like the features, manageable and have good system."
5 years ago
Lois M. G
"I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals."
5 years ago
Bismark D
"Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily."
5 years ago
Nawar A.
Project Manager, ICHEC
"in general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing."
5 years ago
Administrator in Accounting
"Reporting dashboards and the customization available."
5 years ago
Administrator in Education Management
"We like the ease of use and general layout of the product. It is not as cluttered as some other bigger name CRM's and is much easier to customize."
5 years ago
"A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed."
5 years ago