Capterra 
G2 Megan P
E'lona M.
Agency Owner, Moore Relations
"Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will ge..." Read more
8 years ago
Victoria D.
President, Students for Haiti Inc.
"I was able to organize/store contact information of donors, stakeholders, and other people of interest for my non-profit organization."
8 years ago
Administrator in Marketing and Advertising
"The links between people and their relationships."
8 years ago
Verified Reviewer
"Keeping track of clients and conversations and emails. So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is."
8 years ago
Josh T.
President, Studeo Productions
"I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton."
8 years ago
Verified Reviewer
"Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time."
8 years ago
Hector F.
Manager, Trolion
"We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team."
8 years ago
Shaun H.
Automation Strategy, Resolve Systems
"null"
8 years ago
ron r.
ceo, NeuroZen Rehab Tech
"I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database."
8 years ago
ARLENE W.
Owner, GLD
"I do not have anything negative about the software. I have added files and find it easy to save and edit them."
8 years ago
Nick W.
Director, POD CREATIVE (YORKSHIRE) LIMITED
"null"
8 years ago
Millie H.
CEO, Team Justincredible
"The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts."
8 years ago
User in Oil & Energy
"I like how easy the platform is to use. It doesn't require much experience with CRM's. It is user friendly and intuitive."
8 years ago
Agency in Marketing and Advertising
"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."
8 years ago
Brandie E
"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."
8 years ago
User in Legal Services
"quik excess to client portals, diversity especially with email access. other tools that are avail when you dont have to go anywhere else to find what you need for clients. Excellent site"
8 years ago
Administrator in Marketing and Advertising
"I like the fact that you can link Gmail to Insightly. Also, you can assign tasks to your co workers and it gives you reminders to make sure you don't miss your tasks."
8 years ago
Wesley J.
Environmental Scientist, Wetland Solutions LLC
"Easy way to capture customer info on the move with the app. The base function of a CRM is crucial to a modern digital business and this is the easiest to use and most cost effective CRM on the market. The design is easy to understand but it doesn't limit the functions available to users."
8 years ago
Tracey M.
Professional Freelancer, Professional Freelancer Available For Remote, Contract, Part-Time Or Other Opportunities
"Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check ou..." Read more
8 years ago
Carlos Eduardo d.
Co-Founder, Coopers Digital Production
"It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads."
8 years ago
User in Publishing
"The diversity of reports that one can construct, the easiness to link with e-mail programmes"
8 years ago
John H
"Simplicity, great UI, integrates well with other platforms."
8 years ago
Mike M
"I like that Insightly keeps me organized with all my contacts, projects and current quotes. Whether I am in building the business in the office or on the road visiting customers, I can find the contact info I need and double check on the status of various projects all in one spot. No need to flip back and forth between email, and hard drives. No worries abou..." Read more
8 years ago
User in Law Practice
"Best thing that ever happened was when your talented developers enabled features in Insightly that instantly link-connect-merge Outlook email to Insightly's corresponding legal project. Amazing and incredible progress and timesaver!!!"
8 years ago
"I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on."
8 years ago