Capterra 
G2 Christine V
Chris A
"Task Management on opportunities and projects. It's so easy to use and fully keep track of how a project is progressing. I also like the features in the opportunity and project management space. The ease of converting an opportunity to a project is nice as well. I spend a good amount of time with the customer piece as well, utilizing notes as a way to track..." Read more
7 years ago
Valerie S
"I love I we can easily view the task to be done, the meetings schedule and how we can characterize the prospecst and clients pour tags."
7 years ago
Stephen C
"Integration with QuickBooks Online. The ease of sending email templates."
7 years ago
celeste l
"Insightly is easy to use. Keeps track of my projects and tasks for each project. Sends communication directly to my email so I can stay up to date. I was able to jump right in and use it without questions."
7 years ago
Nelly A
"There are so many super helpful features. One of the best is the integration with gmail. I can create, catalog, update info right from gmail. Also, the reminder features has saved me many times when remembering to followup with proposals."
7 years ago
Ann M
"Insightly allows for multiple users and customized fields. By far 2 of our favorite options. We can have different owners assigned to clients and track both by client and by owner. We can also tag what we can't field."
7 years ago
Mihai C
"The integration with Google Drive. The fact that Insightly detects contacts and pulls their profile picture from web."
7 years ago
Dinos H
"The ease of use, and intuitive interface.It is just very easy to understand the processes involved, the key elements and how they all work together. Also the search function and filters are very fast and very helpful."
7 years ago
David R
"Gmail integration and the vastly improved reporting function. Task management tied to Gmail Calendar."
7 years ago
Administrator in Construction
"Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us."
7 years ago
User in Management Consulting
"Ease of use and low cost for small companies."
7 years ago
Administrator in Design
"Easy to navigate and keep all contacts/information in one easy to manage CRM"
7 years ago
Administrator in Apparel & Fashion
"Easy to use, adaptable, flexible . I love that I can easily view my tasks, and look up my customers. I love the mobile app too!"
7 years ago
Consultant in Industrial Automation
"Was extremely easy to navigate and organize the information"
7 years ago
Administrator in Sports
"Provided an excellent tool for our small business to begin a CRM."
7 years ago
User in Information Technology and Services
"Mobile phone App, and very easy to use features"
7 years ago
User in Marketing and Advertising
"Ease-of-use and very powerful cystomization of workflows ; capabitiliy to create a customized CRM within a Snap. Free version is very interesting and Gmail plugin is useful New user interface displays a nice KanBan view"
7 years ago
User in Biotechnology
"the opportunity and lead section are easy to fill out and give a great overview"
7 years ago
Daniel D
"I like the capability to see how often people engage with my emails."
7 years ago
Kevin G
"The CRM tool is incredibly is super easy"
7 years ago
Domenic P
"I can look at contact’s connection history. Very easy to control events and tasks, media profiles. Without any stress. I can manage sales possibility and projects."
7 years ago
FIONA B
"Insightly is easy to use and has a lot of features that we like to discover everyday!"
7 years ago
Jay L
"Insightly is a very powerful application, yet is easy to use and has a nice user interface."
7 years ago
Chris H
"Easy to use and I really like the interface. It is great how it automatically creates contacts from emails."
7 years ago
"Insightly keeps me organized. I have all of my tasks and contacts in one place. I would be lost without it!"
7 years ago