Capterra 
G2 
804 reviews
4.4/5 average rating
Administrator in Religious Institutions
Consultant in Consumer Goods
"most features are easy to navigate and easy to follow"
6 years ago
Silke B
"I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not..." Read more
6 years ago
Tyler L
"It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned."
6 years ago
User in Financial Services
"The ability to connect call notes, email and tasks to each lead."
6 years ago
Administrator in Information Technology and Services
"Simplicity. There are only the most important features."
6 years ago
User in Arts and Crafts
"I like how easy it is to search contacts and organizations. Being able to assemble them into a report and export it as a mailing list is invaluable. I also like the Mailchimp sync."
6 years ago
Aaron W
"Ease of use. Format. Mail Campaigns. Lead sorting. Reporting."
6 years ago
Internal Consultant in Food & Beverages
"A great tool to manage customers and contacts within my team- the project management and reminders work well and it is easy to see notes etc"
6 years ago
Andrew D
"My favorite features of the system are the ease with which you can connect all of your contacts to their related companies and projects"
6 years ago
Consultant in Financial Services
"I’ve used many crms before and I enjoy Insightly it’s very easy to navigate around and I like the easy tasks"
6 years ago
Ali A
"the interface and the way it is designed to serve its customers was made easy"
6 years ago
Administrator in Real Estate
"Love the ability to integrate prospect and customer info with work-flow automation. Amazing resource saver. I'm all about using minimal effort to create maximum effect. I love that the enhancements just keep rolling out."
6 years ago
Consultant in Automotive
"NIce system that is very easy to use. Great way to keep track of clients."
6 years ago
Administrator in Railroad Manufacture
"The customizability is great for smaller companies like ours that are developing sales processes"
6 years ago
Megan O
"Easy to use & nothing slips through the cracks"
6 years ago
User in Hospitality
"I have a clear birds-eye view of my leads and customers, along with notes regarding when each person was last contacted. I know there are many more features that I can grow into, as well, as our business grows."
6 years ago
Rodrigo A
"The ability to manage Opportunities and Projects in just one place. Every time a sales person converts ao opportunity into a closed deal, a project is created and redirected to my customer success team, which gets in contact with the client and goes through the first steps to implement our product."
6 years ago
User in Automotive
"I like the channel that displays all the activity"
6 years ago
Administrator in Marketing and Advertising
"Ease of creating opportunities and attaching relevant files."
6 years ago
Administrator in Education Management
"IT'S A PRETTY COMPREHENSIVE PLATFORM THAT PROVIDES MORE THAN WHAT IS NEEDED TO USE AS A CRM TOOL."
6 years ago
Administrator in Information Technology and Services
"Now I am reminded periodically which customer to contact and what action to perform! Absolutely compelling :)"
6 years ago
Consultant in Marketing and Advertising
"The platform really simplifies the client management process and allowing us to go through the sales process."
6 years ago
User in Entertainment
"My favorite feature of Insightly is the complex filtering abilities."
6 years ago
Vanessa M
"I like that it is user friendly. I always find it easy to get through my day with a checkoff list. This product has helped me. I will always recommend it to others. I also like that it is color coordinated and I can organize other tasks to other co-workers of mine. It makes it easy to switch tasks and deleted them as well. The program is great to use on you..." Read more
6 years ago
"We love the ease of the app and email plug in!"
6 years ago