Capterra 
G2 
861 reviews
4.4/5 average rating
Ben B
Kevin S
"The ease of getting information from Insightly my phone or computer. The ease of entering information into Insightly. The ability to set targets and goals and to track my progress. Insightly makes it easy to classify and group organizations and contacts in to workable groups."
8 years ago
Kat L
"The ease of use. I was up and running in minutes and had my clients loaded, their projects listed, and milestones assigned within a day. I had done a good bit of research before I chose a CRM since I do understand the pain of conversion to another system. A free option is always good but I did consider paid products as well. Insightly fit the bill on all m..." Read more
8 years ago
User in Real Estate
"My favorite part about insightly is the ability to keep my professional contacts in one central location without taking up precious storage on my phone."
8 years ago
Rachelle S
"-Layout is easy to navigate. -Email and project management integration."
8 years ago
Administrator in Marketing and Advertising
"I am the VP of a brand new company. We tried several CRMs and were disappointed. Since we have found Insightly we are so happy It is SUPER easy to use. There are many additional features as well!"
9 years ago
David G
"Very simple to set up and use all the main features with minimal training or guidance. Insightly provides each user with a unique email address that you can BCC to all sales correspondence which then automatically appends to the Contact info in Insightly."
9 years ago
Ryan C
"From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you th..." Read more
9 years ago
Yusuf N
"I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online."
9 years ago
User in Health, Wellness and Fitness
"I love the organization of Insightly. It keeps all members of our company on the same page with regards to what is being done, needs to be done or is waiting on someone. It keeps us all accountable for our communication with clients, has ability for us to make notes for us to remember certain aspects of an account, and allows us to connect our email to the a..." Read more
9 years ago
Administrator in Accounting
"We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly."
9 years ago
User in Health, Wellness and Fitness
"That I can assign tasks and keep track of notes and emails"
9 years ago
Administrator in Marketing and Advertising
"The ability to sort by date or priority, add comments to an individual task and to assign tasks mid flow if needed to escalate a need to a more appropriate resource."
9 years ago
Dani F
"I love the ability to repeat tasks for keeping in touch with potential clients. The fun themes for customization are always an added bonus for me personally. This CRM is so easy to use and helps me stay organized in my busy schedule."
9 years ago
Anthony H
"I LIKE EVERYTHING! the managing of my clients information and how easy this site is to use. I self taught myself on how to use the whole program and it works perfectly."
9 years ago
Micah Oren F
"I like how all of Insightly's paid plans take care of the basic email integration, CRM, and project management needs of most small businesses."
9 years ago
Carsten Høvisch F
"Insightly is very easy to setup for a small and startup business that doesn't know too much on how to work a CRM."
9 years ago
Richard D
"Google Apps integration and Fee of Charge initial plan."
9 years ago
Sonya W
"I have used a few CRM's before Insightly and find this one to be the best. Insightly has many great features and benefits and priced to meet the needs of small busineses. They focus on building their product based on the needs of it's users through their on-line community. Their support team is nothing short of excellent. My favorite feature is the abil..." Read more
9 years ago
Charles T
"1. Support is great. I've had a few issues figuring things out and they always respond promptly, even for more advanced questions like how to automatically feed leads into the CRM using Zapier. Also their youtube series is great for training and saves me from having to send them a bunch of questions. 2. It's easy to use and doesn't require you to hire a thi..." Read more
9 years ago
Peter B
"Covers all the most needed features in a non complicated, usable way. Easy to learn. Make a difference to your business without a very large investment in cash and time. Low risk."
9 years ago
Ryan G
"I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic."
9 years ago
Doyle M
"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more
10 years ago
Agency in Marketing and Advertising
"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"
10 years ago
Industry Analyst / Tech Writer in Information Technology and Services
"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."
10 years ago
"In short, Insightly is really really good at CRM. Sounds like a strange comment potentially, but it is easy enough so anyone can use it, and it is "free style" enough so you can capture all the data you need. So yes, you should fill out a contact, connect to a company and raise a opportunity, but the system will allow you to just raise the opportunity and..." Read more
8 years ago