Capterra 
G2 
861 reviews
4.4/5 average rating
User in Automotive
Administrator in Marketing and Advertising
"Ease of creating opportunities and attaching relevant files."
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
Consultant in Marketing and Advertising
"The platform really simplifies the client management process and allowing us to go through the sales process."
7 years ago
User in Entertainment
"My favorite feature of Insightly is the complex filtering abilities."
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
carlos m
"The notes sections, being able to store documents, and linking to emails"
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
User in Food Production
"Its on the cloud and accessible for me wherevere I am. However I would rather use in the office on a bigger screen."
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
User in Public Relations and Communications
"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
User in Professional Training & Coaching
"It's free. It holds a lot of great information and has good connectivity with other apps. The email integration. The deals and opportunities tracking."
7 years ago
User in Health, Wellness and Fitness
"Its Free. Its Simple, and a great way to manage contacts and current sales deals."
7 years ago
User in Consumer Goods
"the ease of the UX - everything is so easy to find"
7 years ago
"I like the channel that displays all the activity"
7 years ago