Capterra 
G2 Krystal K.
Editor, Planet Princeton
User in Renewables & Environment
"the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions"
5 years ago
Maciej N.
Freelance Credit Analyst, Maciej Nowak Enterprise Financing
"Aside from the cons that made me switch, Insightly does it's job very well. I might consider switching back when they allow two way Exchange support."
5 years ago
Tuhin B.
CEO, CreativeDev Studio
"Overall experience with this tool is great. It does everything as advertised. With Insightly you can easily manage your project with your team and can check-in details report of your marketing strategy plan and sales. Insightly not only for insights into your business but it also great tool you can use as CRM."
5 years ago
Janine W.
President, Good to Go, Inc.
"It's very customizable but I just didn't have the time to do it. Had all the Crm and database features you could want. Good training and onboarding process and good pricing."
5 years ago
Felicia H.
Owner, Shifting Tides Chiropractic
"Overall we have been happy with the help Insightly has provided to us while starting up online marketing and advertisement. It has allowed us to better track our investment as well as track our leads and follow-up with people in appropriate time gaps."
5 years ago
Joshua K.
Owner, Thryft-Flipp
"We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the worklo..." Read more
5 years ago
rachel n.
Communications Project Manager, Christ Community Church
"It was what the company had always used, so we had figured out how to make it work for what we needed."
5 years ago
Sandra S.
Account executive, Marketing and Advertising
"Great at helping me to manage my time and record my to do list. It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities. Also love that it connects with Outlook."
5 years ago
Verified Reviewer
"We use Insightly to manage all of our sales leads & process. Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly."
5 years ago
Carl S.
Head of Customer Service , Evosoft Ltd
"We recommend insightly to everyone we can speak to its that good!. Insightly is an absolutely incredible piece of software, using SaaS based CRM solution which links together contacts, email, social media. It gave us soo much "insight" in to our Customer Journeys and relationship tracking."
5 years ago
Robert D.
Co-founder, Farmers First Coffee Company
"Overall, we ended up ditching Insightly. I'm glad we did. Initially, I liked their front-end sales pitch and pricing. That, unfortunately, was pretty much the best of it."
5 years ago
Cosmin S.
operations, Terawatt Solar
"Execrable customer support when you need it the most. No support whatsoever over the phone to set it up, although I have the paid version but not the most expensive one where the help over the phone is included. The only help is via emails and you get them only during business hours. Very frustrating to spend a lot of time trying to discover what you need to..." Read more
5 years ago
Administrator in Wholesale
"Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives."
5 years ago
User in Information Technology and Services
"Insightly CRM is very useful in tracking the sales progression. It allows the user to create new opportunities, leads and tracks the status of the leads. It has direct integration with google apps thus makes life easy as we use google for business. Its easy and self explainatary to use, available on desktop and mobile version. Option to custom create your fi..." Read more
5 years ago
Alice C.
Senior Software Development Engineer, CyberCoders
"Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment."
5 years ago
Administrator in Electrical/Electronic Manufacturing
"I like how easy this was to setup. I was able to set it all up for my company of 15 people by myself."
5 years ago
Seth T
"The way that we access Insightly is incredibly easy and compatible with a wide range of computer and mobile devices. We aren't required to download and install any software to our computers. We can just visit the Insightly website, log in and then access all of our company's work information. We can add several people to the group and set roles for each pers..." Read more
5 years ago
Andrei N
"The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer."
5 years ago
Anna R
"Insightly CRM is a smart tool for sales business management and it has all the basic features which let us easily manage our all task of sales. Social media integration is great and lets me introduce the product in front of the world."
5 years ago
Meredith C
"There is a lot of flexibility with Insightly for integrating other products."
5 years ago
Verified Reviewer
"Solid overall experience. Great-loooking user interface, and easy-to-use. Perhaps Insightly doesn't have a more visual workflow management like other software of its kind has, but the reporting feature is, in my opinion, the strongest feature, it has! You can really get granular with customization of reports, which is hard to find in CRMs of its kind."
5 years ago
User in Education Management
"I really enjoy the wide spectrum of of information this software provides. I can compare the amount of money my company brings in with companies with similar areas of expertise."
5 years ago
Joel G
"Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails du..." Read more
5 years ago
Victor M
"I really like the flexibility to create any type of workflow you need for any type of team. It's been extremely helpful to customize flows for our marketing team so they can look at a todo list as well as by calendar day."
5 years ago
"Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive."
5 years ago