Capterra 
G2 
870 reviews
4.4/5 average rating
Administrator in Marketing and Advertising
Scott M
"The best part about this software is that it worked well with multiple platforms."
8 years ago
User in Commercial Real Estate
"Ease of use Simple Clean Syncs with email"
8 years ago
Corbin B
"I like that all my info is kept together"
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
Sarah C
"It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place."
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
User in Accounting
"- Fast - Efficient - Online vs Offline usage"
8 years ago
User in Banking
"It was very quick and easy to learn how to use Insightly. If we got stuck, there were handy tutorials on Youtube."
8 years ago
User in E-Learning
"I like the ability to have multiple contacts associated with an organization is great."
8 years ago
Carmen R
"Unsightly keeps me organized and on track. It stores everything in one place so I don't have to hunt around for what I need. I love it!!"
8 years ago
User in Furniture
"ability to task people with jobs to do."
8 years ago
Administrator in Computer & Network Security
"The features cover most of the needs of the user and it is very easy to handle."
8 years ago
Alexandra L
"Follow up emails, different checklists, and the iPhone app makes it easy to stay on top of your tasks. Prior to this software, it was easier to accidentally forget to contact a customer or let a lead slip away. The software helps you keep on top of the project/lead. I also like that I can stay up to date with how far I have to go to reach a goal."
8 years ago
Administrator in Religious Institutions
"We love the ease of the app and email plug in!"
8 years ago
Consultant in Consumer Goods
"most features are easy to navigate and easy to follow"
8 years ago
Tyler L
"It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned."
8 years ago
Silke B
"I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not..." Read more
8 years ago
User in Financial Services
"The ability to connect call notes, email and tasks to each lead."
8 years ago
Aaron W
"Ease of use. Format. Mail Campaigns. Lead sorting. Reporting."
8 years ago
User in Arts and Crafts
"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."
8 years ago
Administrator in Information Technology and Services
"Simplicity. There are only the most important features."
8 years ago
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"
8 years ago
"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