Capterra 
G2 Carmel L.
LMS Subject-Matter Expert , Healthcare Company
User in Real Estate
"I like the ability to set tasks for follow up. It also had some nice integrations with my email and Linkedin which was very useful when talking to high level prospects."
5 years ago
Adam G.
Associate Account Manager, Five Blocks Inc.
"Good program for what it is supposed to do but there si not much in way of extra features."
5 years ago
Alex N.
Head of Operations, Sav Pro
"Good experience overall. Helps improve sales processes and automate manual tasks. I love the workflow automation and the ease of personalising the CRM to our business."
5 years ago
Jordan P.
Managing Member, Sunland Home Care
"Insightly has built such an amazing CRM platform that is as clean and simple to use as possible. While we won't mention any competitor names, we know the market is flooded with tons of CRM's. Insightly has done an excellent job providing us with a platform to focus on what is most important to us, our clients!"
5 years ago
User in Transportation/Trucking/Railroad
"I like that the entire team can see each other's notes, calls, and customers."
5 years ago
Jessica d.
"I love this app. I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."
5 years ago
Álvaro L.
Marketplaces, Makerto
"null"
5 years ago
Sophie D
"The facility for create a new project. I like the design and its easy to use. Its a good base and i have all my client"
5 years ago
JESUS O
"It is very feasible to have insightly since we optimize our sales processes in a timely manner, it is very easy to manage, with good functions that guarantee a good service, it is very profitable to have this software because it has many very useful tools that make it easier for us to make our sales in an optimal way"
5 years ago
Emmanueliza L.
Senior Product Assistant, Suyen Corporation
"Easy to use. The interface is good and very reliable. I can easily track down different data and records."
5 years ago
Verified Reviewer
"Insightly has many customizable features, which makes it a good option for organizations with unique CRM needs. Also, there are integrations with Zapier to make the tool even more powerful."
5 years ago
Verified Reviewer
"It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform."
5 years ago
Verified Reviewer
"Was my first try at a crm, used only the free version, but never really got the use out of it. Perhaps because it wasn't an enjoyable/intuitive experience I was going for"
5 years ago
Nicholas D.
Founder, Creative Director, Edge One Media
"We started using Insightly as a very small company when we recognized we needed a way to keep track of our clients as a team. We had outgrown email chains and had a growing client list and team, and Insightly was a free way to get started. Since then, we have upgraded plans with Insightly twice and they still do a very good job of keeping track of customer..." Read more
5 years ago
Tim P.
Principal, Profound Development
"I would recommend this to any SMB company. Great for a startup, and I think the software grows well with a small company."
5 years ago
Jackie P.
Executive Director, Brazos Valley Center for Independent Living
"Easy user interface The InSightly University provides lots of quick, well made instructional videos Free for a limited number of users Great for tracking grants, related documents, & timelines"
5 years ago
JAIME E
"this software is very good because it allows us to easily make the sales processes of our company, these processes we do it in an optimal way, effective for its functions that support us to be a better company every day, it is very important to have it since It organizes our contacts, calls, corporate agenda that allows us to improve our operations within th..." Read more
5 years ago
Sanket J.
Technology & Project Manager, Caymus Technology ventures
"Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email). Recommended if a dedicated team can be assigned."
5 years ago
Verified Reviewer
"After using for three years, I'd go back and do it all over again without hesitation. Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate e..." Read more
5 years ago
Kyle B.
Major Account Manager, Computer Software
"This was a great tool for me to use while working with my consulting company. I was able to quickly log potential customers in the system and determine what actions I wanted to take on an automated follow-up schedule. The app was very helpful and thoughtfully designed!"
5 years ago
Narasimhan (Nari) S.
Chemical Engineer, National Energy Technology Laboratory
"Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out."
5 years ago
Verified Reviewer
"We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity."
5 years ago
Verified Reviewer
"I love them and the app, I have no complaints. I love that the barrier to entry is so low and you can use this when you first start a business"
5 years ago
Tierra B.
"The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list."
5 years ago
"This software allows you to connect through online to common application as well. It is easy to use and it tracks well all reports, contacts and projects."
5 years ago