Capterra 
G2 Jenna M.
Communications Manager, International Relief Teams
User in Retail
"It’s very easy to find and use. It handles everything you need"
7 years ago
Stephen C.
Strategic Planning Project Manager, USPTO
"ease of mind that my contacts, projects, and pipeline were golden. It feels like a well balanced, well-oiled machine. It's not smooth, plays nicely with your email client, and offers simplicity yet expandability that you'd want in a CRM. Email templates, integrations, customer support. I've paid for their best plan, and haven't looked back. Our busines..." Read more
7 years ago
Nicola F
"The customer engagement cycle in order to interact with our customers"
7 years ago
Ryan F
"This site is super easy to use and learn."
7 years ago
Verified Reviewer
"Value for money and affordable. Intuitive and easy to use. Free trial and then good packages for the size of organization we are."
7 years ago
Rob J
"I really like the features that Insightly offers to those who use it for the free version. You can enter a lot of data and be functional as a small business. We used it for two years on the free version and finally had to upgrade. We upgraded because we knew what we were getting and I couldn't find anything better for the price. You can add fields, edit fiel..." Read more
7 years ago
Sachin C.
Engineer, Vodia Networks
"The amount of functionalities that it offers is a little intimidating as in, we have are facing a little bit of FOMO (fear of missing out) due to it. Heavily made software, helps great for leading the project within our team. A few training videos can get you guys long way. Blast the YouTube with your channel and the money making doubles overnight."
7 years ago
Karen W.
"null"
7 years ago
Brian W.
Freelance Digital Marketer, Freelancer
"Get this if you are making enough sales to comfortably invest in a great e commerce crm!. Mobile App is Great The Reporting and Analytics are Incredible. Such a friendly user interface online!"
8 years ago
Amanda R.
"null"
8 years ago
Michael E.
Account Executive, Professional Placement Partners
"Cost of this CRM is one of my the best features. This is an easy to use CRM for small to midsized businesses. If you want to utilize the free version, you may be able to get everything you need with that alone. I also appreciate that they offer a free trial which makes signing up and figuring out if they will work for you, a breeze!"
8 years ago
User in Marketing and Advertising
"It is a simple and cloud based solution at a lower cost than Salesforce"
8 years ago
Joel B.
Technology Consultant, OneStrand
"We finally have a CRM that fits our budget, is easy to use, integrates with our other company software, and has all the features we need."
8 years ago
Verified Reviewer
"Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product cont..." Read more
8 years ago
Kyle B.
Major Account Manager, Computer Software
"Started with a trial and then purchased insightly for tracking my consulting customers. The tool is very very intuitive and works great for consultants and people maintaining a large database of customers through various stages of the sales lifecycle. The app is great and the support was wonderful."
8 years ago
Trisha M.
HR Director, Urgent Medical Staffing Solutions, LLC
"This software is a great investment and allows for organization for various things all at once. The ease of being able to keep records for employees right on their profile. This software allows for creating and organizing various aspects of managing a company, current, prospect, former employees, allows for tracking upcoming tasks."
8 years ago
Lindsay F.
Quality Assurance Analyst, Slingshot, Inc.
"I used this software for a few months, and I would recommend it to a friend. In fact, I did recommend it to a family member. This project management software is easy to use, and you can put A LOT of information in. I mean, you can have multiple projects, multiple facets within those projects, and then details and updates about what is going on everyday! It's..." Read more
8 years ago
User in Financial Services
"The cloud based system thats easy to use and also has an app"
8 years ago
User in Real Estate
"The connecting of tasks, contacts, projects is a great feature."
8 years ago
Natalia B
"I like the fact that it keeps all the contacts as well as their details in one place. I also like how it integrates with other systems that I use. For me, it's a one-stop shop to view partners, details, and all related purchasing and pricing of materials sold as well as potential sales."
8 years ago
Tony C
"The Insightly api is fantastic. From the perspective of a developer and systems integrator, ease of use and reliability are necessary. insightly hits all the bases."
8 years ago
Administrator in Marketing and Advertising
"How intuitive it is to use with opportunities."
8 years ago
User in Information Technology and Services
"The ability to optimize workflow and customize reports to review workflows and manage teams."
8 years ago
Consultant in Security and Investigations
"platform is easy to use. and understand features."
8 years ago
"Customer service is also a strong point for Insightly...not only is easy to get help via the phone and online, there are also helpful training videos."
7 years ago