Capterra 
G2 
861 reviews
4.4/5 average rating
User in Program Development
User in Real Estate
"I liked the reports feature. Although there are some issues, it worked relatively well."
7 years ago
User in Individual & Family Services
"Insightly's Task and CRM integration is superior to the other program I've used - being able to call up emails sent while looking at a task is of great benefit"
7 years ago
User in Security and Investigations
"I like the flow of how you can easily link and search accounts, customers and opportunities."
7 years ago
Administrator in Marketing and Advertising
"I love how it connects to G-Suite and my calendar."
7 years ago
Administrator in Facilities Services
"El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads."
7 years ago
User in Design
"I like insightly because the interface was easy for me to understand and use on a daily basis. I also love the iPhone app. I can access my clients information while on the go!"
7 years ago
User in Commercial Real Estate
"Task tracking and allocation of projects"
7 years ago
Keith F
"Ease of use, video training, support team response, price, Search Filters, connectivity to Gmail and MailChimp"
7 years ago
Sante Z
"Very simple and straightforward structure"
7 years ago
Travis R
"The simplicity of the program. It has a very short learning curve and has all the tools you will need to keep notes on your clients."
7 years ago
Mike D
"Using opportunities and project components to best advantage"
7 years ago
Christine V
"Insightly keeps me organized. I have all of my tasks and contacts in one place. I would be lost without it!"
7 years ago
Chris A
"Task Management on opportunities and projects. It's so easy to use and fully keep track of how a project is progressing. I also like the features in the opportunity and project management space. The ease of converting an opportunity to a project is nice as well. I spend a good amount of time with the customer piece as well, utilizing notes as a way to track..." Read more
7 years ago
Valerie S
"I love I we can easily view the task to be done, the meetings schedule and how we can characterize the prospecst and clients pour tags."
7 years ago
Stephen C
"Integration with QuickBooks Online. The ease of sending email templates."
7 years ago
celeste l
"Insightly is easy to use. Keeps track of my projects and tasks for each project. Sends communication directly to my email so I can stay up to date. I was able to jump right in and use it without questions."
7 years ago
Nelly A
"There are so many super helpful features. One of the best is the integration with gmail. I can create, catalog, update info right from gmail. Also, the reminder features has saved me many times when remembering to followup with proposals."
7 years ago
Ann M
"Insightly allows for multiple users and customized fields. By far 2 of our favorite options. We can have different owners assigned to clients and track both by client and by owner. We can also tag what we can't field."
7 years ago
Mihai C
"The integration with Google Drive. The fact that Insightly detects contacts and pulls their profile picture from web."
7 years ago
Dinos H
"The ease of use, and intuitive interface.It is just very easy to understand the processes involved, the key elements and how they all work together. Also the search function and filters are very fast and very helpful."
7 years ago
Graham D
"Ease of use, layout, and cloud based platform."
7 years ago
David R
"Gmail integration and the vastly improved reporting function. Task management tied to Gmail Calendar."
7 years ago
Administrator in Construction
"Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us."
7 years ago
User in Management Consulting
"Ease of use and low cost for small companies."
7 years ago
"It is easy to use and navigate. It replaced multiple other systems we were using into one place. It is very convenient and easy for our whole team to communicate and track projects, leads, and contacts."
7 years ago