Capterra 
G2 
Vince K
Administrator in Financial Services
"This tool was great for connecting key pieces of data together. Hard to come across other platforms (at this price point) that allow for such robust integration"
7 years ago
Chelsea M.
Broker, BHHS
"EASY!! Lists my contacts in order of entry date. Lists my contacts based off of their category like contacted, not contacted, etc."
7 years ago
Brian G
"Absolute ease of use. Simple to add contacts and companies and integrst"
7 years ago
Verified Reviewer
"I love how easy it was to get started and then get into the more advanced features. This has made it so much easier to follow up with leads and close more business."
7 years ago
John P.
Helping companies with technology, No Nonsense Tech (Proper Networks Ltd)
"null"
7 years ago
User in Information Technology and Services
"Insightly is easy to navigate and so quick to pick up and use."
7 years ago
Chrissy D
"I love the Activity Sets and Pipelines. It is easy to schedule follow-ups and standard projects and not miss a beat."
7 years ago
User in Research
"I like the functionality with reporting features and customer service is decent."
7 years ago
Barb R.
"null"
7 years ago
User in Entertainment
"I love how user friendly the interface is. There's no question about where to go or what to do when you're using the program, and for a lot of programs, that's a struggle just by itself! No, not here. Insightly really takes the guesswork out of where you go once you get into the nitty gritty of it all."
7 years ago
User in Financial Services
"This was an easy to understand and easy to use CRM."
7 years ago
Verified Reviewer
"We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program."
7 years ago
Tim J.
Voice Over Artist / Owner, Tim Jackson VO LLC
"What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it. Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client project..." Read more
7 years ago
Alejandro U.
Media, Casa de Libertad
"Integration with other apps, including Quickbooks. The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team! We used it with the staff at our church and it worked great! we had the free version for couple of years now until we upgraded. Truly it is a great app. Also it syncs with the..." Read more
7 years ago
Administrator in Civil Engineering
"Insightly is very user friendly, has awesome import and export features, great tutorials and support, and a lot of cool features!"
7 years ago
Administrator in Computer Software
"I like how it is simple to use, but flexible enough to customize for different pipeline models"
7 years ago
Doug M
"Love that it's easy to use and free for up to 2 users! The new GMail integration makes this a real winner. Before then the sorting of e-mails was way too manual and a pain. Love the fact that there's also an iPhone app and the web version is great too!"
7 years ago
Brian G
"Support and functionality. Team was extremely helpful."
7 years ago
Daniel S
"Free platform. Endless supports from the developer, I had an easy time talking to the customer rep and this is something new other CRM software offers to "free user" This is amazing customer service. I found this very surprising product coming from the small company. Lots of functions are included in the platform."
7 years ago
Administrator in Outsourcing/Offshoring
"The interface is simple yet you have everything you need in one page."
7 years ago
User in Staffing and Recruiting
"Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple."
7 years ago
Scott A.
Account managers , Rust automation and controls
"The ability to access my entire CRM through my smart phone. Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports."
7 years ago
Administrator in Industrial Automation
"We really like how easy it is to use and manage Insighly. The company is very easy to work with as well."
7 years ago
Tara R
"I love how I can easily write emails, check notes, check info, and see if my emails have been read on Insightly. It's all right there and I can easily create templates that insert the customers name when just sending out the template. It's absolutely fantastic! Also, knowing the percentage rate of my emails being opened if a good feature. And it tells me whe..." Read more
7 years ago
"We lean heavily on Insightly to keep us on track. The projects tab is where we live and it helps keep our entire team on the same page."
7 years ago