Capterra 
G2 
585 reviews
4/5 average rating
Daniel V.
Business Expert, ShopVOX
Martino Z.
Managing Director, Quomeda
"null"
7 years ago
Elysha S.
Admissions Manager, CodeCraft School of Technology
"Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM."
7 years ago
emily f.
Business Development Specialist , Debut Development
"Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around."
7 years ago
Verified Reviewer
"Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate."
7 years ago
Jesse R.
Director of Fulfillment, 5 Stones Group
"I would recommend it for people who are not concerned about gmail integration. Full featured CRM with a great custom visual pipeline creator. Easy to use Support team is responsive."
7 years ago
Lee H.
Executive Assistant, Backswath Management Inc.
"It is very easy to use. I self taught myself how to use it within a few days. I like the ability to link the CRM to your emails so that correspondence with clients is automatically added to their profile."
7 years ago
Monique M.
Realtor, Springer Realty Group
"Better organization & information at my fingertips. This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines. I can set reminders to be emailed to me. Tasks can be generated automatically. Files & notes can be added, so everything concerning a property is easily accessible. Plus, multiple..." Read more
7 years ago
Erik H.
Owner/Managing Member, Maven's Connections
"Helps us to better manage our business, from contacts to opportunities. Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly im..." Read more
7 years ago
Brad E.
"Insightly has a great feature-set that covers customer relationship management, project management, and reporting. Very well rounded and balanced app that could meet the needs for teams with relatively simple projects and services."
7 years ago
Kritsada P.
Country Manager, GE Healthcare
"null"
7 years ago
Megan W.
Freelance Writer, LocutusHealth
"Tracking the best opportunities to grow my business. It's pretty simple to get started. The concepts are relatively straightforward and the interface is smooth, so getting your contacts entered (or even uploaded) is easy."
7 years ago
Dawn B.
Broker Consultant, RLT Private Capital, LLC
"It keeps me in contact with my customers. I can follow up with them and all activity is logged automatically. It makes keeping a record of my contacts easy!"
7 years ago
Austin M.
Director of Services, Centercode
"I like that most of the features are relatively easy to use and customize. Our organization uses this software for both CRM and project management."
7 years ago
Carrie P.
"null"
7 years ago
David P.
Executive Constultant, Fortnum Private Wealth
"Excellent product and installed across the business in under 6 weeks fully implementation. Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help"
7 years ago
Patti T.
Sales Rep, garmentprinter.com
"Seems to be geared toward "groups, projects, events". I am a salesperson, not a member of a project. I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes a..." Read more
7 years ago
Catherine T.
Special projects, Hoboken dual language charter school
"Free version worth trying out, if you're on the fence. The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side. It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, yo..." Read more
7 years ago
Adam M.
Business Development, SEMCO
"Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. I would mainly use the system for staying on top of tasks and project management. The only downside compared to other CRMs is the email function, which I found to be limited."
7 years ago
Dave R.
"We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it."
7 years ago
Jason S.
Zanasi USA
"Insightly is a very easy to use, easy to migrate cloud based solution for small to medium sized businesses. Learning the system is a snap and the project feature is a nice value added addition to your team."
7 years ago
Carol E.
CEO, The Medicare Maven
"I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped."
7 years ago
Michael K.
Grand Marketing
"Made the switch to a competitor mostly due to cost difference. Small business with limited funds. It is good functional software but the competitor was slightly better."
7 years ago
Martin G.
Senior Operations Engineer, BN.com | NOOK Media
"null"
7 years ago
Leticia A.
Gerente Estratégica Marketing y Comercial, Daivers Promos
"null"
8 years ago
"The price point and ability in this software is increadible. This is a very complete CRM. I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though..." Read more
7 years ago