Capterra 
G2 
870 reviews
4.4/5 average rating
Administrator in Marketing and Advertising
Kingsley I
"I have been using insightly for a more than two years now. It was my introduction to CRM. I like the simplicity and ease of integration with other apps. project Managment, ease of use and reliablity, Free and Trial version which lets you try out the app and also best for small business owners to get full grasps of CRM for the first time. extensive knowledge..." Read more
9 years ago
Agency in Marketing and Advertising
"The free edition is very usable for small teams."
9 years ago
Pamella H
"The ease and intuitiveness. It feels like the way my brain organizes things and now my connections are out of my head and onto "paper.""
9 years ago
Tamara N
"Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer..." Read more
9 years ago
User in Marketing and Advertising
"Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents."
9 years ago
Administrator in Financial Services
"Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving th..." Read more
9 years ago
Administrator in Publishing
"I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company."
9 years ago
User in Staffing and Recruiting
"Using this tool is convenient for our team as we can information store and share in a consistent basis"
9 years ago
Carrie K
"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."
9 years ago
Administrator in Real Estate
"While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form."
9 years ago
Erika J
"Very easy to use and a lot of features available to expand. It keeps us organized and everyone can see what is happening at anytime. They have a mobile app which is great for on the go. A lot of times I am out in the field and need to get ahold of a customer and the CRM on the mobile app is great and very easy to use."
9 years ago
Consultant in Hospital & Health Care
"I like that I am able to share information seamlessly with my team. I am able to task information to others, share notes, and collaborate to complete projects."
9 years ago
Tim C
"Seemless integration with GMail client. Solid Mobile Android app that allows full access to records. Very strong free-form tagging and linking system. Social media integration with client records. Reasonable opportunity management."
9 years ago
Eric H
"It's cloud-based and it functions very well on all platforms I have used it on."
9 years ago
Warren D
"I am a big advocate of setting up personalized pipelines or project work flows. Insightly makes it easy to setup multiple stages of a pipeline that get assigned to different individuals on the team based on the project stage. While the upfront time to setup these pipelines was a necessary investment, it prevented my team from being pigeonholed into an out-..." Read more
9 years ago
Michael W
"Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team."
9 years ago
Administrator in Non-Profit Organization Management
"I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time."
9 years ago
Administrator in Information Services
"flexibility in creating fields; ability to upload excel files; notifications"
9 years ago
User in Telecommunications
"The ease of use. When I enter a new client record it is very easy to do."
9 years ago
Gary E S
"It is a easy, intuitive package that seems that it was developed for the Real Estate industry."
9 years ago
Jennifer L
"First of all, I did not know what a CRM tool was. Insightly's free plan for two users was probably the best thing they could have done get us interested in the CRM tools."
9 years ago
John P
"Simply to use, good Outlook integration, low price. Very flexible and customisable."
9 years ago
Kate B
"The connectivity of insightly records is a huge benefit. The real world works in strange circular ways, and the flexibility to tag any contact, project, opportunity, organisation etc on to a record is extremely valuable."
9 years ago
Agency in Marketing and Advertising
"I love your integrations and features, the facilities with which I have to carry out actions that were once rather boring. I love Insightly !!!"
9 years ago
"ability to connect contacts to various projects"
9 years ago