Capterra 
G2 
585 reviews
4/5 average rating
Matt R.
Managing Director, Swiftward
Decebal B.
Operations Manager, Aventurio
"Because we are a small team we use the free version of the software. Is helpful if you would like to organize yourself and offer a lot of integrations like Gmail but I believe that is missing some features to be a complete product and not make you jump from a solution to another. E.g. I wish to be clear when you add a partner and a client and have the optio..." Read more
7 years ago
Michael S.
Owner, Groovy house handyman services
"I really needed a way to synchronize all my events keep track of clients... Overall inslightly is okay and much better than nothing but I've had some problems. The first thing that surprised me was that the web based Inslightly calendar does not synchronize with Inslightly app. I had a big problem composing an email and clicking out of it to get informati..." Read more
7 years ago
Tim B.
IC3
"We have been using Insightly for about a year. Its integration with gmail has been a big time saver and enhancement to our ability to track and respond to clients. It is easy to use and setup and its web based which means everyone has access to it and it requires no downloads or update on individual computers."
7 years ago
stephanie H.
VING (aka via680)
"The team at Insightly are great-responsive and professional. For us, Insightly just wasn't enough, so we moved on to another more integrated product. Good product to start with, though."
7 years ago
Terri Z.
Owner, A Vermont Table Catering by Terri Ziter
"I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site..." Read more
7 years ago
Cat M.
Partner, Matsuda & Associates LLC
"I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks..." Read more
8 years ago
Brett D.
Account Executive, SEMCO
"null"
8 years ago
Nithya B.
IT Consultant, Prescio Consulting
"Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks."
8 years ago
Tom C.
Co Founder, 3D Source
"Some more sophistication to go on their pandadoc integration but overall pretty happy with Insightly. Easy, mobile, integrations, email integration."
8 years ago
Lex M.
Sales and Marketing Associate, AutoMon
"null"
8 years ago
EY T.
Executive Assistant, SLRP
"As the administrator for a very small company that was looking for mainly a contact management system, I received much more. I am truly happy with my decision thus far as a result of the ease of use and value."
8 years ago
Nick G.
Business IT, Infrastructure, Cloud and Virtualisation Consultant, icteq Ltd
"null"
8 years ago
Rosey S.
Marketing director , Non-Surgical Orthopaedics
"Our company had been looking for a good CRM software for a while. We tried multiple platforms and then came across Insightly. It is compatible with pirates Google email accounts and it was so easy to get started. So far loving it."
8 years ago
Kevin H.
President, Ascent Management Consulting
"In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities."
8 years ago
Arnold W.
CEO, Non-Surgical Orthopaedics, P.C.
"We are using Insightly to organize our business contacts and manage day to day marketing activity. We are just getting to know the platform but have found it to be user friendly and helpful to organize tasks."
8 years ago
Paul G.
Partner, Triumvirate Content Consultants
"Insightly has a customer service that is responsive. The tools are intuitive. Reporting could be better. Intuitive, pretty robust set of tools."
8 years ago
Iain M.
COO and Technical Director, Intuitus Limited
"This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Goog..." Read more
8 years ago
Thomas E.
Founder, Custom Programming Unlimited, LLC
"After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years..." Read more
8 years ago
Kevin G.
President, Gainey Enterprises, Inc.
"We have used Insightly in our business for the past year. It allows us to maintain an easy workflow without being too process heavy. Some systems try to force you to do too much and you spend more time setting them up than communicating with your prospects and clients. We have not discovered any bugs or issues. The software works as we expect it to. We like..." Read more
8 years ago
Melissa L.
Behaviour Analyst, Social Edge Training for Life
"On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the '..." Read more
8 years ago
Barb M.
Community Wellness Coordinator, Inver Grove Chiropractic
"I have been using this product for about 6 months. I am not all together sure how to best use this product. I am an individual user who does marketing for a small health education clinic."
8 years ago
Uchenna O.
Owner, ODS
"I used insightly to get an initial push of emails out to about 500 people. Works well but has several glitches. For example, my company logo didn't show up at all in any of the emails that got sent out. Their analytics is also poor. There was no way to filter which emails had been read, who specifically opened them, and which link they specifically clic..." Read more
8 years ago
Verified Reviewer
"we use it for our small business and it works great! Been using it for 3 years, and still happy with our choice, it is nice to see all the added features regularly!"
8 years ago
Donald J.
Sales Manager, CITE Computer Services
"The software has been easy to configure, and its built in preconfigured capabilities are a good solution to get started with managing a sales CRM solution"
8 years ago
"Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software pa..." Read more
7 years ago