Capterra 
G2 
585 reviews
4/5 average rating
Mahendra R.
N/A
Melissa B.
CEO, Business Made Simple
"Having worked with clients using a variety of CRM's we've seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM's because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines..." Read more
9 years ago
Amit D.
"I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 4..." Read more
9 years ago
Patrick p.
CEO, Tisano, LLC
"Wonderful customer support, always reach a live human knowledgable about the product That can solve issues and help us tailor the tools to meet our needs."
9 years ago
Andrew S.
Owner, Keller Williams Realty
"It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my "i's" dotted and "t's" crossed."
9 years ago
Manuel V.
Director of Sales, Glass-Media
"With Insightly, Glass-Media is able to track leads, organizations and opportunities stemming from its marketing initiatives. The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go. In fact, with every restaurant and storefront in the area a potential customer, the sales team often uses the..." Read more
9 years ago
Morgan H.
Owner, MorganHege.com
"Insightly works well with Gmail. If you already use Gmail everyday, the insightly Gmail gadget will make your life a dream. Also, the ability build workflows and assign tasks in insightly is very well executed. The ability to integrate with quickbooks online, and mail chimp make this a powerful crm for enterprising small businesses (like mine)"
9 years ago
Luke F.
CEO, Centercode
"Email transparency, Google Mail/Apps integration, easy project management, great data structure (people, accounts, opportunities, etc), and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time. Also, the pricing is amazing."
9 years ago
Bryan W.
Owner, www.BlueLakeOffroad.com
"Ease of use and simple interface for small businesses. Integrates well with Google Apps. Low cost model very important and no expert support really needed to custom configure workflow and such."
9 years ago
Jonathan M.
CEO, www.trbls.com
"Simple to use, easy to find customer information, customer service is very responsive if you ever have a question, fees are transparent."
9 years ago
Steven F.
IT Director, Hudson's Furniture
"What I love is that I can add emails directly to customer records from Gmail and build a simple communication trail with that one customer and share it with others without having to forward or give them access to my inbox."
9 years ago
Justine P.
Owner, Cariad Marketing Ltd
"Insightly is great for managing customer data, workflow management and understanding your sales pipeline. It integrates completely with Gmail and Google Drive and is therefore a perfect choice for Google Apps users."
9 years ago
Mark I.
Owner, Texas Ironclad
"Great support. This really helped me build relationships that enabled me to sell one company that we started from zero."
9 years ago
Jamie L.
Director of Business Development, Platinum Resource Group
"Looking for a SIMPLE CRM to implement for your business - check out Insightly. Ease of Use - Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it's great integration. It is easy to use for projects, HR and vendor management as well as sales. I..." Read more
9 years ago
Tom C.
President, BrightHill Group LLC
"Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application. This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, a..." Read more
9 years ago
Jeremy M.
Vice President, Green Virgin Products
"I love its ease of use and features. It helps me keep on top of everything I need to get done."
9 years ago
Jenny B.
Office Manager, Centercode
"- It's simple and straightforward. - It's easy to self-teach. - It creates transparent communications within the sales team."
9 years ago
Noah M.
Sales Associate, Watts Capital
"By linking organizations, contacts, and emails with opportunities, Insightly saves users a ton of time searching for contact information, company information, or your past correspondence. Insightly is also highly customizable for various different kinds of businesses. Its features can be changed to mirror practically any kind of preexisting organizational sy..." Read more
9 years ago
Brenda M.
"but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed. We have been using it for about 5 months now on the paid plan and we find new functionality all the time. We love it."
9 years ago
David H.
Founder, Publiseek Inc.
"They have great customer service. If you want to upgrade. If you want to cancel your account good luck finding someone to speak with. Be very careful before you give them your credit card. Our team found it easy to get started but hard to do the things they wanted to do within the app. Features rolled out slowly as compared to many Saas apps we use asa busin..." Read more
9 years ago
Verified Reviewer
"The gmail app is very weak. It doesn't pick up email contacts in forwarded emails. If you don't start your account as a Google apps account you can't add it later. It turns on the service for everyone in your domain which got my technical team pretty pissed off. I also have encountered major issues with the plug-in saying it cannot authenticate. I'm used to..." Read more
9 years ago
Oliver L.
Workplace brand "Macgyver", Delivering Happiness
"I have used Insightly for over a 6 months. Does a lot of things well, for it to be intergrated with Gmail you need to download google for work apps and start another account and I find the whole process quite mind numbing with very minimal support. Since I also needed to contact my hosting site a few other steps. The user interface is very clunky when you..." Read more
9 years ago
Peter P.
Principal & Chief Revenue Officer, REPatron
"Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone."
9 years ago
Katy A.
Owner and Principal Consultant, Armstrong Immigration T/A Into NZ
"I've been trialling Insightly and Solve360. I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that p..." Read more
9 years ago
Verified Reviewer
"We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should b..." Read more
10 years ago
"Having tried all major CRM tools (and I am old enough to have started with Siebel), I was looking for something that's simple, intuitive, mobile friendly and easy to use. Insightly rocks in every possible way and more. 1) Easiest setup and customization 2) Very cool integration with Google (Google Docs / Calendar / Contacts). Import contacts and viola - i..." Read more
9 years ago