Capterra 
G2 User in Arts and Crafts
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"
7 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"
7 years ago
Ali A
"the interface and the way it is designed to serve its customers was made easy"
7 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."
7 years ago
Consultant in Automotive
"NIce system that is very easy to use. Great way to keep track of clients."
7 years ago
Megan O
"Easy to use & nothing slips through the cracks"
7 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."
7 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."
7 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."
7 years ago
Administrator in Information Technology and Services
"Now I am reminded periodically which customer to contact and what action to perform! Absolutely compelling :)"
7 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
7 years ago
Jessica A
"I like the streamlined process of each category and how easy it is to add each new item."
7 years ago
User in Events Services
"I can track all quotes without manually having a piece of paper"
7 years ago
Administrator in Management Consulting
"Insightly is a very compact, speedy and very easy to use CRM. And, that's what it's about. It's not trying to be a solution for everything to everybody; just doing what it does excellently"
7 years ago
User in Design
"The way insightly allows my team to be more organised, and in an organised manner!"
7 years ago
Gabriel D
"Great usage of scheduling and keeping track of my clients."
7 years ago
Administrator in Real Estate
"I like that we can set up all the steps we need to get something done. I like that I never forget to do a task because it is right there for me."
7 years ago
Jasmine H
"I like how easy it is to navigate & to find what I need, quickly."
7 years ago
Sherine Rose G
"I love that all my clients are organized and scheduled without having to worry about missing important dates or appointments. Insightly not only provide me the confidence that I need to perform my job well but the price is the best I found on the web with the features i need for my business."
7 years ago
Paul O
"Quick to setup; easy to learn; within the first week I couldn't remember life without Insightly."
7 years ago
Grace H
"Insightly is a great tool for SBOs. It integrates easily with other products and is reasonably priced."
7 years ago
Allysa W
"Insightly is quick and easy to use! You never have to worry about how to do something. The format is really user friendly. The tags are super helpful for organization"
7 years ago
Jeremy G
"Best in Class CRM that has many features to utilize for businesses of all sizes. The system is great because it doesn’t break the bank while it maintains a high standard of quality."
7 years ago
Verified Reviewer
"Great CRM solution for a startup business, easy to setup and use, very cost effective. Easy to use and setup, very quickly we could import existing contacts and manage them. We could also enter new contacts and create custom settings to track our opportunities. Also, Insightly has a very good associated iOS app, so easy to enter new leads and manage existin..." Read more
7 years ago
"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."
7 years ago