Capterra 
G2 User in Public Relations and Communications
Mike N.
Co-Founder, Focus Forward Media
"It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients."
7 years ago
Verified Reviewer
"I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it."
7 years ago
Jonathan H.
Co Founder: Information Systems & Content Manager, Market Tank
"Its great at what it does, just make sure you know its not going to fix everything. This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche."
7 years ago
Verified Reviewer
"Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what."
7 years ago
User in Consumer Goods
"the ease of the UX - everything is so easy to find"
7 years ago
Jennifer S
"how user friendly Insightly is and was able to adapt it better to our company"
7 years ago
Kelsey B.
Recruiting Coordinator, Altig - American Income Life Insurance Company
"null"
7 years ago
User in Government Administration
"The best thing I like about Insightly is how you can import mass amounts of contacts easily."
7 years ago
Ann Heidingsfelder M
"The user friendly interface; Clean dashboard experience"
7 years ago
User in Online Media
"Ease of use for all levels and the free version was perfect."
7 years ago
Jimmy W
"I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine."
7 years ago
Administrator in Legal Services
"The task list and integration with Gmail"
7 years ago
Christopher L
"You can link everything with the platform. People, organisation, task and calendar. You can also sync with your email so you can track your exchange with a prospect. And hoo.. the App is great for when you are on the road so you can access all your prospect data from your phone."
7 years ago
Administrator in Real Estate
"Applies contacts to projects and tasks and organizes important correspondence through email tagging."
7 years ago
Kim R
"Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration"
7 years ago
Nicholas D
"I have really appreciated the automated workflows that Insightly has afforded us going from opportunity to project and creating tasks based on where things are in the process. It has also really helped us keep track of certain subsets of clients that require certain actions with Tags. For instance, we have a set of clients with the Maintenance tag that r..." Read more
7 years ago
Administrator in Non-Profit Organization Management
"As a non-profit, I appreciate the range of features available in Insightly's free version. It also has reasonable price points for its paid version that we will likely utilize as we grow."
7 years ago
Jason M
"I utilize about 10 different CRMs in my office. I just started using Insightly and find it to be an incredibly fluid experience. It is intuitive, responsive, offers a ton of functionality, and is easily one of the best $/value CRMs available."
7 years ago
Daisy Q.
PA, Mortgage
"It features a lot of products to keep track of business, marketing tools and easy to store contacts"
7 years ago
Golfredo M.
"null"
7 years ago
Victor K
"Easy to get started and use. Contacts have relationship links to other contacts which is extremely useful for sales expansion. Process oriented so that you can create workflows within your team. LinkedIn integration is seamless and very helpful. Gmail integration is super helpful. Contact and customer history is built automatically because of it. Google Dri..." Read more
7 years ago
Cheryce E.
Virtual Assistant, Freelancer
"I would recommend this software for business who wants to be on top of their games in being organized and ready for any tasks and also to easily monitor teamwork for completion."
7 years ago
Vince K.
President, Swiftblue
"There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients ev..." Read more
7 years ago
User in Internet
"I love the fact that it can be used as an app on several devices and the dashboard makes it so easy to keep track and view reports."
7 years ago
"Insightly covers all the essentials for a CRM system: contacts, opportunities, projects and so forth. From an organizational standpoint, Insightly streamlines communication for a sales team to effectively prospect and manage new/existing accounts. Additionally, Insightly has a mobile application that is easy to use from any smart tablet or wireless device."
7 years ago