Capterra 
G2 Kahueka H.
Service & Interaction Designer, Fjord
Margaret M.
Sales Manager, Flooring USA & VHR
"I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications"
5 years ago
Ramona W.
"null"
5 years ago
Brian B.
Owner, Rankshape
"Overall, I'd really recommend considering Insightly. It has made a significant difference in my small business and has certainly kept me more organized. As my company grows, Insightly grows with me--and that's something I really value in a software solution."
5 years ago
Stavros L.
CTO, Pobuca
"It's fast and covers all basic functions of a CRM system"
5 years ago
Kevin H.
Chief Executive Officer, Billingsley Printing
"I really wanted this to be the way we captured customer data but the lack of a native method to integrate with QuickBooks was a deal breaker in the end. It positions itswlf as being able to do so but it doesn't mention that other companies software is required and it'll cost more. Full disclosure: We moved on to a different all in one solution from DocketMa..." Read more
5 years ago
ana d
"analyzing this software we realize that it is a solution that allows us to manage, identify and manage the relationship of our customers and collaborators; It is a system that will drive each of our company goals, starting with an effective organization of each of the processes, such as our contacts, real follow-ups of users, among others. It provides an int..." Read more
5 years ago
Jack D.
"null"
5 years ago
Joe G.
Church Communications Training, ChurchTrain.uk
"There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features."
5 years ago
marcos g
"for our company we see how good it is to have Insightly since we like it because it is a very useful tool to manage everything related to our corporate agenda, where it organizes contacts, calls from customers, has a facility to manage hours, is very efficient since we can follow up in a real way the users and projects of this company."
5 years ago
Agency in Marketing and Advertising
"The free plan is a bonus for small businesses just starting"
5 years ago
Kevin L.
Founder, DOERS.coffee
"Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think I..." Read more
5 years ago
Cory S.
Sr. Manager of IT Solutions & Development, Meridian One
"UI is definitely easy on the eyes. What I like is that it integrates with the Google suite so that makes things super easy for that entrepreneur."
5 years ago
Monica Maria D.
psychologist, SERACISLTDA
"simple but efficient, easy to use is a great tool to make business management easier"
6 years ago
Administrator in Consumer Services
"I love how user friendly the program is. I can easily set up tasks for myself and my team to view. You also have the feature for possible leads and leads lost. It offers a great visual to our business."
6 years ago
User in Education Management
"Super plain interface, insightly is beyond easy to use and teach new hires to use. It has a lot of great automation features as well."
6 years ago
James L.
GM, Hospitality Services
"Insightly has an easy to use interface and is very customizable. Also, it allows for a lot of integration."
6 years ago
Jennifer F.
CEO and Founder, Prospect Research Institute
"I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities."
6 years ago
William M
"- Simple CRM that can be extended with custom fields. - You can integrate GMail with Insightly so your emails are saved to the platform. - A LOT easier to configure than Salesforce."
6 years ago
Wells A.
President, Active Online Inc.
"With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity."
6 years ago
Ramon T.
Plant Manager, Consolidated Container Company
"Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails."
6 years ago
Steve L
"The price is right, at just $20 per month per user, and it's generally very easy to use. For a smaller organization (sales staff of two), it does everything we need and more"
6 years ago
Verified Reviewer
"Since we migrated to another platform, I no longer use this software, but, as mentioned, it is decent for the average small business that doesn't need any marketing automation."
6 years ago
Nick E.
Director of Operations , Envest Microfinance
"For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you."
6 years ago
User in Events Services
"Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs."
6 years ago
"null"
5 years ago