Capterra 
G2 Monica Maria D.
psychologist, SERACISLTDA
Administrator in Consumer Services
"I love how user friendly the program is. I can easily set up tasks for myself and my team to view. You also have the feature for possible leads and leads lost. It offers a great visual to our business."
7 years ago
User in Education Management
"Super plain interface, insightly is beyond easy to use and teach new hires to use. It has a lot of great automation features as well."
7 years ago
Wells A.
President, Active Online Inc.
"With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity."
7 years ago
Ramon T.
Plant Manager, Consolidated Container Company
"Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails."
7 years ago
Danny M.
Online Marketing and Sales, Marketing and sales
"I've been using Insightly now for several months, and while there are still more features I haven't quite dug into yet, I very much like how it works to keep track of your contacts, and I love how it very easily integrates with Google drive as well. I use Google spreadsheets to keep track of invoices for my customers, so that is very convenient."
7 years ago
John T.
Doctor of Chiropractic / Director of Marketing / Editor, East Bank Chiropractic
"Great product. This product has a wide array of CRM tools and applications to work with including Google suite, Gmail, Docs, MailChimp, Outlook, Evernote, QuickBooks and more. The mobile accessibility was incredibly useful for on the go client relation management and is compatible with iPhone, Mac products, and Android phones and tablets as well. When naviga..." Read more
7 years ago
Sorangel Josefina B
"This software is amazing, with its tools it offers a unique help for growing companies, with its features you can make your business advance as a unique company and with services where the client is always in the first place. Insightly CRM has a lot to offer you, its capacities are beyond the common ones, with different managements and analysis of documents..." Read more
7 years ago
Jaime V.
Senior Product Manager, Enterprise Content Management & Cloud, Brookfield Properties Retail
"Super intuitive to navigate, operate, and optimize. Everything just makes sense. I have worked with other more expensive systems before but none of them can beat the simplicity and functionality that Insightly offers."
7 years ago
Cody C.
Customer Service Administrator, Footballshirts4all
"I've been tasked to shortlist a CRM that centralizes lots of aspects of the business. Insightly gets close and I'm growing fond of it as it combines multiple tools into one dashboard, accessible via one page. Some of my top favourite highlights: - Lead management: set up workflow automation with the ability to automate the initial response without having to..." Read more
7 years ago
Ted T.
Account Manager, McKinnon-Mulherin Inc.
"I really enjoy using Insightly, overall. It has helped our team collaborate extensively, and has really cut down on back and forth on account ownership/account coordination/etc. I highly recommend it!"
7 years ago
Candice S.
Owner, Brooklyn Outdoor
"insightly has been a game changer for our organization. We love the customization features and the fact that it doesn't run us - we run it."
7 years ago
Renea H
"I love Insightly!!! Super easy to use, even for a beginner! My assistant found it to be very user friendly. She had never used a CRM before. The learning curve for her was very short. Their new design on their site is FANTASTIC! They also have Slack integration!!"
7 years ago
Valentina S
"We use insightly every day it helps us to be more organized and to keep track of our progress. Insightly is a great tool to communicate and share files with project managers and office managers. Its a great way to view progress on current projects. The open calendar was another great way to keep track of the projects progress. It is user friendly and intuiti..." Read more
7 years ago
Bianca L.
Business Development Manager , Med Aesthetics Group
"Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing."
7 years ago
Gordon M.
IT Support Technician, imagn Solutions
"When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become..." Read more
7 years ago
User in Research
"Easy to navigate. The ability to get a full picture of my client records"
7 years ago
Danny B
"Insightly was such an easy program to use. It's perfect for people who haven't used a CRM before."
7 years ago
James D.
Director, Technology intelligence Agency
"I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We've had times during training where we were unsure of the functions, but one..." Read more
7 years ago
User in Translation and Localization
"I love that Insightly CRM offers a really rich functionality, includes many more features than any other average CRM."
7 years ago
Adir R.
Co-Founder & CEO, SquareLoot
"Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at. It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly."
7 years ago
Desirae S.
Data Quality Professional, ClientsFirst Consulting
"Overall this is a solid CRM system that offers a great Project Management piece with it and at a great price. I am a Salesforce Consultant with some experience with Dynamics 365 and I personally am considering Insightly for my home business should it continue to grow to a point that I need a CRM."
7 years ago
Austin J.
PPC Manager - Account Specialist, Elemerce
"Insightly is a great All-in-one tool to help you manage your business. This CRM can do it all. I like how we can keep all of our clients and leads in one place. As well, we can have tasks for day to day operations to be able to stay on top of our work. The amount of things you can do with insightly is incredible."
7 years ago
Bert D.
Operations Manager, Cypress Home Technology
"null"
7 years ago
John M.
Engineer, JAM Works LLC
"It was functional after frustration because of lack of support. A clever take on a CRM, which includes simple project management and overall has a solid function. Setup was relatively easy, and painless."
7 years ago
"simple but efficient, easy to use is a great tool to make business management easier"
7 years ago