Capterra 
G2 
804 reviews
4.4/5 average rating
User in Financial Services
Administrator in Human Resources
"For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate."
7 years ago
User in Entertainment
"It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software."
7 years ago
Kyle M
"THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win."
7 years ago
Administrator in Motion Pictures and Film
"Easy to keep track of different customers and automate emails."
7 years ago
Andrés S
"What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data."
7 years ago
Kaitlin M
"I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice."
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
User in Facilities Services
"I like how it integrates with gmail which is what we use."
7 years ago
Whitney W
"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."
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
Administrator in Information Technology and Services
"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."
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
Anna B
"It is simple to navigate and keeps all my info central"
7 years ago
Brian G
"Support and functionality. Team was extremely helpful."
7 years ago
User in Real Estate
"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."
7 years ago
Administrator in Information Technology and Services
"Ease of use, reporting and overall flow of lead to project"
7 years ago
Andrew J
"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."
7 years ago
User in Management Consulting
"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."
7 years ago
User in Marketing and Advertising
"That I can access my projects from the office or from home. And that team members can quickly catch up on a job if I'm not around"
7 years ago
Consultant in Marketing and Advertising
"BBC emails to keep track of them as Opportunities. Trying to follow up with prospects in my email isn't always effective even when I have tried to keep folders for them. With so many incoming emails, I would rather have the prospects logged in a different set up so that I can run through them all at once without having to do the email scavenger hunt. The rep..." Read more
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
Nicole B
"I think that insightly is easy to use and very useful"
7 years ago
Administrator in Outsourcing/Offshoring
"The interface is simple yet you have everything you need in one page."
7 years ago
Laura R
"Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM."
7 years ago
"This was an easy to understand and easy to use CRM."
7 years ago