Capterra 
G2 
861 reviews
4.4/5 average rating
Allison K
Jennifer S
"how user friendly Insightly is and was able to adapt it better to our company"
7 years ago
User in Marketing and Advertising
"I like that you an book up quick books to insightly"
7 years ago
User in Government Administration
"The best thing I like about Insightly is how you can import mass amounts of contacts easily."
7 years ago
McKenna M
"I like that it saves all my previous communications with my leads."
7 years ago
Ann Heidingsfelder M
"The user friendly interface; Clean dashboard experience"
7 years ago
User in Online Media
"Ease of use for all levels and the free version was perfect."
7 years ago
Jimmy W
"I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine."
7 years ago
User in Consumer Electronics
"Having all the contact details is really good"
7 years ago
Administrator in Legal Services
"The task list and integration with Gmail"
7 years ago
User in Machinery
"I like how you you can classify existing vs. potential customers"
7 years ago
Christopher L
"You can link everything with the platform. People, organisation, task and calendar. You can also sync with your email so you can track your exchange with a prospect. And hoo.. the App is great for when you are on the road so you can access all your prospect data from your phone."
7 years ago
User in Religious Institutions
"Love the easy to use interface. Our team has learned to use this and it's been a wonderful asset to connecting with our clients. The phone app is great."
7 years ago
Administrator in Real Estate
"Applies contacts to projects and tasks and organizes important correspondence through email tagging."
7 years ago
Kim R
"Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration"
7 years ago
Laurie A
"If I could have understood the training a bit better on the sorting and marketing aspects, I couldn't seem to get the fields organization down!"
7 years ago
Nicholas D
"I have really appreciated the automated workflows that Insightly has afforded us going from opportunity to project and creating tasks based on where things are in the process. It has also really helped us keep track of certain subsets of clients that require certain actions with Tags. For instance, we have a set of clients with the Maintenance tag that r..." Read more
7 years ago
Administrator in Non-Profit Organization Management
"As a non-profit, I appreciate the range of features available in Insightly's free version. It also has reasonable price points for its paid version that we will likely utilize as we grow."
7 years ago
Jason M
"I utilize about 10 different CRMs in my office. I just started using Insightly and find it to be an incredibly fluid experience. It is intuitive, responsive, offers a ton of functionality, and is easily one of the best $/value CRMs available."
7 years ago
Victor K
"Easy to get started and use. Contacts have relationship links to other contacts which is extremely useful for sales expansion. Process oriented so that you can create workflows within your team. LinkedIn integration is seamless and very helpful. Gmail integration is super helpful. Contact and customer history is built automatically because of it. Google Dri..." Read more
7 years ago
User in Internet
"Scan business cards with your mobile and the custom e-mail address you can BCC to log things."
7 years ago
User in Internet
"I love the fact that it can be used as an app on several devices and the dashboard makes it so easy to keep track and view reports."
7 years ago
User in Computer Software
"It is a very intuitive product with a clean interface that makes it easy to navigate and understand."
7 years ago
Arpan S
"As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful."
7 years ago
User in Sports
"Insightly is an easy to learn, and fast to master system that makes organizing accounts tremendously easy. Its simple layout and easy to navigate menus allow for an overall stress-free working tool."
7 years ago
"It was a great way to get our feet wet with a CRM. We are a small business ..." Read more
7 years ago