Capterra 
G2 
585 reviews
4/5 average rating
Emiliano B.
Ronnie H.
Account Specialist, Sykes Enterprises, Inc.
"null"
8 years ago
Chuck B.
Business and Personal Insurance Advisor, American National Insurance
"null"
8 years ago
Dipali D.
zakipoint Health
"It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing a..." Read more
8 years ago
Rachelle S.
Director of Operations, Strategic Marketing Solutions
"I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two..." Read more
8 years ago
Brian B.
General Manager, Buzz Brite Cleaning Solutions
"Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions."
8 years ago
Vince K.
Owner, Hear Here
"We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who c..." Read more
8 years ago
Lea W.
GLD
"Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!"
8 years ago
Austin R.
Director of Marketing, The Voice Newspaper
"Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades."
8 years ago
Hannah H.
Director of Operations, David's Harp Foundation
"I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze."
8 years ago
Kristina S.
Owner, Language Wonderland
"Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized. Easy to use and very intuitive."
8 years ago
Toni C.
President, SENIOR EXPO UTAH
"I found this to be too complicated and time-consuming to utilize with other software. Since our major software is for invoicing and processing payments the Inslightly program just did stack up to our expectations."
8 years ago
Joshua D.
1221 Consulting
"While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point."
8 years ago
laura c.
Next Insurance
"Using product as our lead generator and replacement for contacts instead of Outlook. Satellite office in Israel so sharing contacts real time."
8 years ago
John C.
Owner, OADLTD, LLC
"Really like Insightly, but would like to see 'built-in' email functions. I use Insightly for Gmail extension, so I can do may Insightly functions from Gmail. This works well & offers most aspects of working directly from Insightly."
8 years ago
Suzanne V.
HR Coordinator , Iron horse brewery
"Our company used nightly for about a year. It helped us keep projects organized by allowing us to outline the steps, assign people to tasks, and send automatic reminders."
8 years ago
Vincent S.
Head of EU Mobile Strategy (SME & CX), Samsung Mobile
"null"
8 years ago
Jennifer L.
CEO, Decisions Oriented Inc
"I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks. Most of its features are free for up to two users. We use it for Resume Management, Proposal Management, and HR functions as well as all of the customer management. When we get more employees I would not hesitate for a second to pay for a full subscription. The..." Read more
8 years ago
Olayide S.
Accountant, American Airsea Cargo Limited
"This is a very good Sales executive/Customers management software application that simplifies and integrates daily workflow."
8 years ago
Verified Reviewer
"I've used various other tools like Insightly and well, this is by far my favorite. It is so easy to use, has an attractive interface, and doesn't have too many complicated features. I would definitely say yes if anyone asked if they should use this tool."
8 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"I have used Insightly for a few years in my coaching/consulting business. I find it very easy to use and quite flexible. I particularly like the fact that it works seamlessly with Google for Business. Insightly has a project/case management function which I use for direct coaching. Works very well and links with Google Docs. Every year or so I try other ap..." Read more
8 years ago
Bonnie N.
Principle, B Noble Consulting
"Insightly provides a robust solution for small to mid-size business for an extremely affordable price. Support has been easy to work with and the how-tos have all worked on the first shot."
8 years ago
Shannon M.
EveryThing QuickBooks
"Insightly is easy to use and great for tasks and follow-ups. The biggest frustration is that it does not link to QB. This would be a next big step to make it a game changer."
8 years ago
Christie G.
Account Manager, BLKBX Creative Group
"We used this CRM for internal use as we organized and managed our client lists, projects, emails, and tasks. Our business is small but growing rapidly, and our client list grew exponentially within the last year - Insightly's system for tagging, it's icons, and it's organizational taxonomy was extremely helpful. That said, we didn't use all of its capabiliti..." Read more
8 years ago
Fahad F.
DeenTek Solutions
"We use Insightly to manage the sales leads and track various stages of a certain customer contract. It is a good tool for the job, but sometimes the setup becomes too complicated, specially for a nontechnical sales force, it could become unusable at some times. Overall, good features specially API integration from a web form."
8 years ago
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8 years ago