Capterra 
G2 Jeremy S.
Allyson L
"I believe Insightly does do everything we need it to. It seems to be a very robust CRM/Task Management platform."
6 years ago
David B.
Founder, WearMe Pro
"Waste of time. It is easy and simple to use but that's about it."
6 years ago
User in Financial Services
"I am a user of Insightly for various projects. I use only the free version which provides me what I need."
6 years ago
Paul T
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
6 years ago
Administrator in Hospital & Health Care
"If subscriber to Professional Plan, there are lots of customization options. Especially find workflow automation feature useful. The reports are also very customizable, which is helpful for different types of users of the data within the CRM."
6 years ago
Administrator in Accounting
"I like that there is a free version to try before you buy. It also integrates well with Gsuite. Most importantly for our organization it has pipelines and activity sets to track workflow and auto create tasks for each step"
6 years ago
Verified Reviewer
"We were looking for something to help with our e-mail marketing so we tried the free trial. I can see the value this tool would add to our team, for sure."
6 years ago
Monica C.
Executive assistant, Embrace Washington
"Ease of use and its free! Such a great free program."
6 years ago
Verified Reviewer
"Insightly is very flexible and very intelligently designed. They are very stable and have only gotten better and better over the 3.5 years we have used them."
6 years ago
Patrick T
"What I like best about the Insightly CRM is honestly the pricing. It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan. You can also upgrade to Professional and Enterprise."
6 years ago
Ben M.
"null"
6 years ago
User in Aviation & Aerospace
"Custom fields - This was a key consideration for using Insightly. We have different types of contacts that we wanted to manage, and various sub-categories within each of those contact categories. Custom fields were available with the free version of Insightly, which was ultimately what lead us to make the decision to go with their platform."
6 years ago
Rana G.
Sales Manager, Ideal Lending Solutions, a Division of AFN, Inc.
"the ease of use- i use insightly as a backup software and i like how i can navigate more easily than my current system required crm"
6 years ago
Michael D. W.
Founder / Interactive Project Director, Spectrum Interactive Group
"My favorite feature is the being able to tag my contacts -- helps me search and keep in contact with those most important."
6 years ago
User in Professional Training & Coaching
"Its interface is light and dynamic, provides tools to easily visualize the sales channel and all its details. I like the versatility of Insightly. Facilitates handling of leads and opportunities, and automating repetitive tasks is a great feature. The graphics are great to keep the relevant information within reach. These concentrate important metrics to per..." Read more
6 years ago
Christina W.
Web Designer / Owner, Peanut Media
"I like that I can list my leads and use it to write notes for each client."
6 years ago
User in Information Technology and Services
"It is the ideal solution for our company as it automates the management of the sales process, from capturing leads to closing deals. Its system is intuitive and completely configurable, it allows us to manage the contact base seamlessly."
6 years ago
Frank L.
Captain, Yacht Broker, Self Employed , Lecardo Marine Consulting LLC
"Insightly has been a real game changer for me, there is no way that I could keep track of all my customers, leads, and projects without it. And the free version is great for people just starting out with not budget for CRM systems."
6 years ago
Stacy C
"It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us."
6 years ago
Cheryce E.
Virtual Assistant, Professional service
"This software is web-based, easy to use and inexpensive. Insightly offers a simple way to keep track of customer details and notes. Also good to use as a database for easy search."
6 years ago
Antonio B.
Auxiliar administrativo, Carreras Grupo Logístico
"null"
6 years ago
Nancy D.
Co-Founder, WILLO
"For a small operation like mine, this is an outstanding CRM tool that does what I need. I love the way I can access my emails, events and notes by multiple channels including opportunities, projects, contacts or companies. As a company with two principals, this has everything we need in a CRM to share information."
6 years ago
Brad N
"the dash board was pretty. offered nice insight into wins"
6 years ago
Administrator in Veterinary
"Easy login. Easy interface. The tagging system is extremely helpful as well."
6 years ago
"null"
6 years ago