Capterra 
G2 
585 reviews
4/5 average rating
Stephanie C.
Community Builder, Peerby
Alex A.
"Insightly would be GREAT if they could change the following things: 1) Contacts / LEads need to be easily assigned and sorted by an OWNER. They are missing the idea that someone OWNs a lead. When you invest $50 to create a lead, you don't send that to EVERYONE in the organization by default and hope for the best. 2) No autoresponder email fun..." Read more
11 years ago
Lili A Bowers .
"I used to be one of Insightly's greatest supporters. I have been using the system for a year and had everything regarding the sales efforts of the company I work for programmed in there. We are talking about 100's of contacts, organizations, opportunities and projects. When they made these recent upgrades the system started glitching and taking me to the com..." Read more
11 years ago
Jim D in Canada .
"Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations. Unfortunately we grew to require time tracking and we got tired of waiting for Insightly to do this and frankly they never even address the issue with any response which is very sad..."
11 years ago
alan .
"If you are small business owner under 10 employees Insightly is an awesome customer management system. I have tried several other CRMs that are excellent but the adoption rate for my employees was not very high. Insightly is so easy to use, there is no more spending a couple weeks just to understand how to use the CRM appropriately. Everything is really easy..." Read more
11 years ago
Tim H.
EnGraph Software
"I use Insightly for my software company and for a side business my wife and run at home. Great features and the Google apps integration means it is right in my email where I already am."
12 years ago
Richard B.
MakeBetterVideos.com
"I use Insightly daily! As a bootstrapping new business owner I cannot express how helpful it has been in the week I have been using it. A free software is just literally invaluable. Being able to put all of my contacts and follow ups in as tasks alone has saved me the anxiety of staring at a spreadsheet. The opportunities have freed up the space in my bra..." Read more
12 years ago
Eduardo F.
ShuttleCloud
"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. Insightly's ability to integrate with Google Apps was a key factor in our decision to adopt the solution, as well as its built-in project management tool..." Read more
12 years ago
Charlie d.
BananaRocket
"As a CRM expert, I test drive all sorts of CRM, but lean heavily towards SAAS and as far away from SalesForce (and so-called enterprise software similar to SF) as possible. So when I found Insightly, I found a great product for the one man band or small to medium sales team. The main pros for this product are: you can associate anyone to anyone, any comp..." Read more
12 years ago
Elizabeth C.
Metis Communications
"This is a great CRM program for a small business. The price and value are excellent, and the learning curve is fast. I love the feature that allows you to create tasks directly from your Google inbox and view current tasks. If you want the best app in the marketplace, go with Insightly."
12 years ago
"The ability to have one place to track project progress and CRM was enough to get my team to plug our entire launch strategy into Insightly. We're experiencing a major feature gap in that file attachments don't link to tasks. This basic feature of other project management platforms seems to have been overlooked by Insightly. They offer file attachments t..." Read more
10 years ago