Capterra 
G2 
Joel M.
Consultant, JM Media Management, LLC
Gray L
"Insightly CRM is the best CRM on the market for the needs of customizing a tool. This is a best software for management and most of the companies use this software for creating or editing. It provides the best platform for our business and provide the best report about your accounts and costumers. We can easily export and import our data and documents by usi..." Read more
6 years ago
Nezar K.
Sales Manager, Vibrus Group
"Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives."
6 years ago
Martin D
"Insightly CRM software is easy to use and not so expensive. Insightly CRM software can be better manage the business relationship in a more instant way. The great advantage of this software is that we can easily manage the marketing and sales process. In this efficient software email communication are always save and secure by the efficient software. It is v..." Read more
6 years ago
Susan A.
Sr. Manager-Business Operations, Verizon
"Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool."
6 years ago
G2 User in Education Management
"The UI is modern, the panel provides various functions that increase the efficiency of the marketing and sales department. Accelerate the sales process, allows us to plan business meetings without complications. Sales management is more efficient and we can carry out more projects quickly. It also automatically registers contacts from Gmail, facilitating the..." Read more
6 years ago
Christ H
"It is very simple and easy to use, and we also understand it's all features easily. By using this software, I was able to upload my data from another system and I was able to use all its features almost immediately. It is easily to track my costumers and update my progress with them quickly and efficiently. It has good collection and great organization of da..." Read more
6 years ago
KELSEY L.
Business Development, Speyside
"Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion."
6 years ago
Amelia F
"Insightly CRM is best tool for customer relation management and it comes with lots of reliable features which makes business management easier. We can easily customize product features and get customers easily for deals. It integration with other social media application let us present our product in front of people. This tool is mostly used for contact mana..." Read more
6 years ago
Karla A.
Customer Service, StateReporting.com
"We solved the problem of moving from working on an in-house built CRM combined with spreadsheets to a more dynamic, one-stop shop CRM that combines tasks and opportunities."
6 years ago
Ginny S
"Insightly CRM is best tool for customer relation management and for product management, it let us customize our product regularly which help us to automate our business of marketing. We can get customer easily for deals and its integration with social media let us present our product in front of online world. Report and fields are well organized in this too..." Read more
6 years ago
Felicia A
"Insightly CRM is great tool for managing sales business and it features of this tool are very stable for work. We can automate are business via this tool and we can get customer easily for deals. It enables us to create a strong relation with customer which is good for our business. It integrates well with other applications and accelerate our sales process...." Read more
6 years ago
Hermione H
"Insightly is a powerful, easy to use CRM software with the native integration to Gmail, Mailchimp and the other popular softwares. Insightly provide the great opportunity to manage at the every stage of the sales process, link customers relationships, deliver projects, built quotes and much more. Through this software it is so easy of marketing and the sale..." Read more
6 years ago
Jesica B
"Insightly is best CRM tool of market and it work as an automation option for our business. Insightly CRM is an customize application, so it let us customize product regularly and convert product feature as requirements of customer. It let us track customer easily and communicate with them for further information about deal. Its integration with other applica..." Read more
6 years ago
Leah S
"Insightly CRM is specific tool which gives us many reliable features for run sales business easily. It let us update our product regularly and allows us to convert product features as requirements. It integration well with other social media application and also with Mail which keep us connected with customer. It enables us to create a strong relation with c..." Read more
6 years ago
User in Construction
"I like the simplicity of Insightly, the interface is intuitive and contains the functions we need to improve the organization of the profiles of our contacts. The automation of tasks increases the efficiency of our team.In addition, integrations with other tools such as Google Calendar, add productivity as it facilitates communication with other teams and st..." Read more
6 years ago
James R
"Insightly is a CRM tool and it comes with many efficient features which are very helpful for marketing business. We can update our product regularly via this tool and find customer easily for deals. Insightly CRM work as a bonus option for us and provide us opportunities to automate business on high level. training videos is very helpful for me enable me to..." Read more
6 years ago
Aaron F.
Owner, Redeemed Construction
"My business wouldn't run without it. I have too much to keep track of and it now stays all in one place. Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie toget..." Read more
6 years ago
Tim M
"Insightly helps us to keep an eye on email marketing, calls, and stay in touch with our clients. Moreover, it is easy to use and you don’t need to have extra skills for it. The service is easy-to-use and it has a user-friendly interface. What is more, all information is saved and sound at software’s storage. It is great that app sends a notification, so you..." Read more
6 years ago
Tom G
"Insightly CRM is best tool for manage our business of marketing and with the help of this tool we can create a strong relation with customer. We can update our product regularly via help of this tool and easily get customers for further deals. It integrates very well with social media applications and let us advertise about our product in front of online wor..." Read more
6 years ago
Morris J
"Insightly is a CRM application and it has many efficient features for business of sales, we can easily manage our product via this tool and get customer for deals. It works as platform where we can manage our leads and customize our products as requirements. It integration with Gmail is very well and let us track customer at any time for further information..." Read more
6 years ago
User in Information Technology and Services
"The Insightly interface is easy to use, it does not need specialized training for its use. It collects information, has features that are useful to carry out complex sales. The navigation panel is intuitive and complete. Lead management is simple and smart, once the leads become opportunities, the software stores them as contacts. The reports are useful to e..." Read more
6 years ago
User in Financial Services
"All of my contacts are tracked in insightly."
6 years ago
Administrator in Financial Services
"My previous firm used Salesforce IQ, which is a smaller and less complex version of Salesforce. My boss needed a solution and change because it was not integrating well with our emails/contacts. I did a lot of work/research to find Insightly. It was easy to implement and we basically scrapped our entire CRM. It connects leads and projects, and contacts that..." Read more
6 years ago
Administrator in Education Management
"It's a good learning tool. It's a functional system."
6 years ago
"What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users."
6 years ago