Capterra 
G2 Administrator in Architecture & Planning
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
Jeremy S.
"null"
6 years ago
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
"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