Capterra 
G2 
870 reviews
4.4/5 average rating
Nicholas D
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."
8 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."
8 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
8 years ago
User in Internet
"Scan business cards with your mobile and the custom e-mail address you can BCC to log things."
8 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."
8 years ago
User in Computer Software
"It is a very intuitive product with a clean interface that makes it easy to navigate and understand."
8 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."
8 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."
8 years ago
Jeanna C
"Insightly has a free use version up to a certain amount of entries and it really helps start-ups/small businesses who need something simple."
8 years ago
Administrator in Human Resources
"It has the ability to save email directly from Gmail"
8 years ago
Chris A
"Insightly has been a great tool for our business development team to utilize in keeping track of our current opportunities and the people working for those companies. It serves as a central point of focus for our team, and ensures that if one person is not the only one with knowledge of the individuals involved in the deal."
8 years ago
User in Real Estate
"Easy to change features and mold into different style of organizing"
8 years ago
John K
"Approachable and Powerful Customer Data Manager"
8 years ago
Administrator in Management Consulting
"Insightly is a one stop shop for all of my CRM needs. It offers a variety of options from email templates, reminders, linking contacts, and more!"
8 years ago
User in Broadcast Media
"I am a voice actor and my business relies on referrals, repeat clients, and then finally new clients. Insightly is simple and just what I need in my business to focus on the important data points."
8 years ago
User in Insurance
"I liked that the initial set up was easy."
8 years ago
User in Renewables & Environment
"I love that Insightly automatically connects people and organizations and allows you to add files and emails as well as gives you a heads up if there is an existing contact with the same information."
8 years ago
Christine S
"I like how easy it is to add new contacts and organizations and search through them for what I am looking for at any given moment. The ability to look up someone's phone number on my mobile phone and call them couldn't be more convenient. The reporting tools are also useful for tracking progress on deals/transactions/sales"
8 years ago
User in Biotechnology
"interaction with other systems, email sending creates contacts, excel extractables."
8 years ago
User in International Trade and Development
"Great possibility to give tasks to more users, and copy to myself.! Easy follow up all activities with clients, prospects...."
8 years ago
Administrator in Hospitality
"I like how insightly is very user friendly. Any questions I asked were answered quickly and thoroughly. The new communications webinar are helpful."
8 years ago
Administrator in Medical Devices
"Insightly is extremely user friendly and easy to use. The onboarding process was a breeze."
8 years ago
Executive Sponsor in Information Technology and Services
"You don't need to pay for any adjustment and everyone is able to do it from your company"
8 years ago
User in Hospitality
"Most useful to me is capturing important emails and attaching them to contacts or creating a new contact and organization."
8 years ago
"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
8 years ago