Capterra 
G2 User in Retail
User in Facilities Services
"It is an effective tool to strengthen relationships with customers. The panel is striking and dynamic, the view of funnels and graphic reports increase the efficiency of our department since it allows us to obtain relevant data quickly. It is practical to share information about activities, deals, contacts, meetings, among others. It facilitates teamwork and..." Read more
5 years ago
Hannah R.
Self Employed, Self Employed
"Has awesome functionality. I am able to house everything in my insightly account. All of my current clients and potential clients. I am able to house login information, notes, phone numbers, addresses, everything! I can also use this to assign tasks to other employees."
5 years ago
Amb. Dr. Ali A.
"null"
5 years ago
User in Information Technology and Services
"The graphic interface is user friendly. It is not difficult to setup. Streamlines the sales process, strengthens relationships with customers and helps us discover ways to connect with leads. Insightly is a powerful software automating our workflow and helps us increase our sales rate. I think it is a key tool for our sales department."
6 years ago
Michelle T.
"null"
6 years ago
Administrator in Marketing and Advertising
"Insightly offers multiple features and integrates among them easily and seamlessly. Tagging provides a personalized filing system for later use."
6 years ago
Jason F.
"null"
6 years ago
Darien H.
"null"
6 years ago
Verified Reviewer
"It was good for a time but we outgrew it's offerings and the competition had a better product for the money when we switched."
6 years ago
ethan s
"It is a very practical tool because its functions allow you to facilitate the assignment of tasks to the work group to improve the performance of the work group, besides that the training to manage this tool seemed great because the videos are very easy to understand"
6 years ago
Jeff P.
"null"
6 years ago
Teresa A J
"I can organize all business information in one place. Easy to set up daily schedule to insure that I am as productive as possible. Great for small business"
6 years ago
Emily S.
Small Groups Director, The Jar Community Church
"I use it to help manage my husband's business. It has helped him to maintain better communication with clients. I like that there is a section for Leads so you can keep track of potential clients."
6 years ago
Verified Reviewer
"Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice."
6 years ago
Boniface G
"According to me, the best CRM solution for businesses at the moment is Insightly CRM. I sincerely like to use Insightly CRM because it has amazing capabilities. It is also one of the simplest softwares to manage. We use it to manage customers, conversations and relationships."
6 years ago
Verified Reviewer
"I liked that it is easy to use. Able to run some reports and has good search functions."
6 years ago
Garrett Colby S
"I really like Insightly's beautiful user interface. It's easy to navigate and doesn't have as much of a learning curve as some of the more robust CRMs."
6 years ago
Administrator in Architecture & Planning
"I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the traini..." Read more
6 years ago
Maxim P.
"null"
6 years ago
Zachary W
"Once we learned about the basic features and functionality of Insightly, it became very easy to use on a daily basis. It has many tools that help us to keep our teams informed about current activities, future plans, client backgrounds and numerous more details we can leverage into substantive action. The panels and windows with charts and other data are grea..." Read more
6 years ago
Zak M.
Owner, Sweet Capacity LLC
"General features of CRM are included, really like that there is a 2-person free option for a small operation like mine."
6 years ago
Joanna G.
Challenge Coordinator, Causeway
"* Ability to link between projects * Ability to create "work-flow" * The various ways to tag individuals and projects * Ability to create and save e-mail templates * Plug-in to gmail"
6 years ago
User in Health, Wellness and Fitness
"Insightly is easy to use, with a comfortable and fluid visual interface. Categorizes and organizes contact information intuitively, which facilitates segmentation. It integrates seamlessly with our workflow and what I like most, automates repetitive processes. I am satisfied with its ability to send and track emails, it works well to measure the effectivenes..." Read more
6 years ago
User in Architecture & Planning
"Insightly is affordable for my company, a small team of 10."
6 years ago
"I like Insightly because it is a lightweight application that fits our needs. It is a key tool in our sales and marketing operations, as it manages complex customer networks in a successful manner. It's also great for automating workflow, which saves time and helps us work efficiently. It is good for managing email communications and integrates with a wide r..." Read more
5 years ago