Capterra 
G2 User in Construction
James R
"Insightly is a CRM tool and it comes with many efficient features which are very helpful for marketing business. We can update our product regularly via this tool and find customer easily for deals. Insightly CRM work as a bonus option for us and provide us opportunities to automate business on high level. training videos is very helpful for me enable me to..." Read more
5 years ago
Aaron F.
Owner, Redeemed Construction
"My business wouldn't run without it. I have too much to keep track of and it now stays all in one place. Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie toget..." Read more
5 years ago
Tim M
"Insightly helps us to keep an eye on email marketing, calls, and stay in touch with our clients. Moreover, it is easy to use and you don’t need to have extra skills for it. The service is easy-to-use and it has a user-friendly interface. What is more, all information is saved and sound at software’s storage. It is great that app sends a notification, so you..." Read more
5 years ago
Tom G
"Insightly CRM is best tool for manage our business of marketing and with the help of this tool we can create a strong relation with customer. We can update our product regularly via help of this tool and easily get customers for further deals. It integrates very well with social media applications and let us advertise about our product in front of online wor..." Read more
5 years ago
Morris J
"Insightly is a CRM application and it has many efficient features for business of sales, we can easily manage our product via this tool and get customer for deals. It works as platform where we can manage our leads and customize our products as requirements. It integration with Gmail is very well and let us track customer at any time for further information..." Read more
5 years ago
User in Information Technology and Services
"The Insightly interface is easy to use, it does not need specialized training for its use. It collects information, has features that are useful to carry out complex sales. The navigation panel is intuitive and complete. Lead management is simple and smart, once the leads become opportunities, the software stores them as contacts. The reports are useful to e..." Read more
5 years ago
User in Financial Services
"All of my contacts are tracked in insightly."
5 years ago
Administrator in Financial Services
"My previous firm used Salesforce IQ, which is a smaller and less complex version of Salesforce. My boss needed a solution and change because it was not integrating well with our emails/contacts. I did a lot of work/research to find Insightly. It was easy to implement and we basically scrapped our entire CRM. It connects leads and projects, and contacts that..." Read more
5 years ago
Administrator in Education Management
"It's a good learning tool. It's a functional system."
5 years ago
jamie b
"I really enjoy that it is easy to use and to understand and teach to other employeea using this same software. All around great software and I really enjoy it"
5 years ago
Bryan R.
tech director, ESSDACK
"It is simple to use. The email integration is convenient."
5 years ago
Brad S.
President, The Growth Coach of Central Ohio North
"I was able to upload my data from another system and start using Insightly in less than an afternoon. The interface is easy to use and I was able to use all of the basic features almost immediately. It is easy to track my customers and update my progress with them quickly and efficiently."
5 years ago
Verified Reviewer
"I loved the Simplicity of it. So often these days you will see companies jam-packing in as many features as they can come up with, and that leaves the user overwhelmed more often than not."
5 years ago
User in Arts and Crafts
"The design is flexible and user-friendly. I am satisfied with the automation of processes because it increases the productivity of our team. Manage relationships with contacts and sales projects without problems. The dashboards provide detailed sales information, they also work as a basis to evaluate the performance of the team. It is also possible to improv..." Read more
5 years ago
Justin R.
Project Manager, Diablo Media, LLC
"Insightly makes managing client relationships, prospecting, and marketing as simple as a single, fully-integrated platform that allows you to utilize and compare insights across all of those arms of your business."
5 years ago
Nathan B.
"null"
5 years ago
User in Retail
"I like Insightly because it is a lightweight application that fits our needs. It is a key tool in our sales and marketing operations, as it manages complex customer networks in a successful manner. It's also great for automating workflow, which saves time and helps us work efficiently. It is good for managing email communications and integrates with a wide r..." Read more
5 years ago
User in Facilities Services
"It is an effective tool to strengthen relationships with customers. The panel is striking and dynamic, the view of funnels and graphic reports increase the efficiency of our department since it allows us to obtain relevant data quickly. It is practical to share information about activities, deals, contacts, meetings, among others. It facilitates teamwork and..." Read more
5 years ago
Hannah R.
Self Employed, Self Employed
"Has awesome functionality. I am able to house everything in my insightly account. All of my current clients and potential clients. I am able to house login information, notes, phone numbers, addresses, everything! I can also use this to assign tasks to other employees."
5 years ago
Amb. Dr. Ali A.
"null"
5 years ago
User in Information Technology and Services
"The graphic interface is user friendly. It is not difficult to setup. Streamlines the sales process, strengthens relationships with customers and helps us discover ways to connect with leads. Insightly is a powerful software automating our workflow and helps us increase our sales rate. I think it is a key tool for our sales department."
5 years ago
Michelle T.
"null"
5 years ago
Administrator in Marketing and Advertising
"Insightly offers multiple features and integrates among them easily and seamlessly. Tagging provides a personalized filing system for later use."
5 years ago
Jason F.
"null"
5 years ago
"I like the simplicity of Insightly, the interface is intuitive and contains the functions we need to improve the organization of the profiles of our contacts. The automation of tasks increases the efficiency of our team.In addition, integrations with other tools such as Google Calendar, add productivity as it facilitates communication with other teams and st..." Read more
5 years ago