Capterra 
G2 Darien H.
Verified Reviewer
"It was good for a time but we outgrew it's offerings and the competition had a better product for the money when we switched."
5 years ago
ethan s
"It is a very practical tool because its functions allow you to facilitate the assignment of tasks to the work group to improve the performance of the work group, besides that the training to manage this tool seemed great because the videos are very easy to understand"
5 years ago
Jeff P.
"null"
5 years ago
Teresa A J
"I can organize all business information in one place. Easy to set up daily schedule to insure that I am as productive as possible. Great for small business"
5 years ago
Emily S.
Small Groups Director, The Jar Community Church
"I use it to help manage my husband's business. It has helped him to maintain better communication with clients. I like that there is a section for Leads so you can keep track of potential clients."
5 years ago
Verified Reviewer
"Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice."
5 years ago
Boniface G
"According to me, the best CRM solution for businesses at the moment is Insightly CRM. I sincerely like to use Insightly CRM because it has amazing capabilities. It is also one of the simplest softwares to manage. We use it to manage customers, conversations and relationships."
5 years ago
Verified Reviewer
"I liked that it is easy to use. Able to run some reports and has good search functions."
5 years ago
Garrett Colby S
"I really like Insightly's beautiful user interface. It's easy to navigate and doesn't have as much of a learning curve as some of the more robust CRMs."
5 years ago
Administrator in Architecture & Planning
"I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the traini..." Read more
5 years ago
Maxim P.
"null"
5 years ago
Zachary W
"Once we learned about the basic features and functionality of Insightly, it became very easy to use on a daily basis. It has many tools that help us to keep our teams informed about current activities, future plans, client backgrounds and numerous more details we can leverage into substantive action. The panels and windows with charts and other data are grea..." Read more
5 years ago
Zak M.
Owner, Sweet Capacity LLC
"General features of CRM are included, really like that there is a 2-person free option for a small operation like mine."
5 years ago
Joanna G.
Challenge Coordinator, Causeway
"* Ability to link between projects * Ability to create "work-flow" * The various ways to tag individuals and projects * Ability to create and save e-mail templates * Plug-in to gmail"
5 years ago
User in Health, Wellness and Fitness
"Insightly is easy to use, with a comfortable and fluid visual interface. Categorizes and organizes contact information intuitively, which facilitates segmentation. It integrates seamlessly with our workflow and what I like most, automates repetitive processes. I am satisfied with its ability to send and track emails, it works well to measure the effectivenes..." Read more
5 years ago
User in Architecture & Planning
"Insightly is affordable for my company, a small team of 10."
5 years ago
Jeremy S.
"null"
5 years ago
Allyson L
"I believe Insightly does do everything we need it to. It seems to be a very robust CRM/Task Management platform."
5 years ago
David B.
Founder, WearMe Pro
"Waste of time. It is easy and simple to use but that's about it."
5 years ago
User in Financial Services
"I am a user of Insightly for various projects. I use only the free version which provides me what I need."
5 years ago
Paul T
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
5 years ago
Administrator in Hospital & Health Care
"If subscriber to Professional Plan, there are lots of customization options. Especially find workflow automation feature useful. The reports are also very customizable, which is helpful for different types of users of the data within the CRM."
5 years ago
Administrator in Accounting
"I like that there is a free version to try before you buy. It also integrates well with Gsuite. Most importantly for our organization it has pipelines and activity sets to track workflow and auto create tasks for each step"
5 years ago
Verified Reviewer
"We were looking for something to help with our e-mail marketing so we tried the free trial. I can see the value this tool would add to our team, for sure."
5 years ago
"null"
5 years ago