Capterra 
G2 Administrator in Non-Profit Organization Management
Ben A
"input method is great easy to use, always updates properly"
7 years ago
User in Marketing and Advertising
"I like that Insightly is very straightforward, while still being customizable to your needs. Our company doesn't require all the bells and whistles that other tools have (we're a mid-size company, so it's not necessary), so Insightly has the main, critical pieces that you need for proceeding with client relationships and sales - easy Opportunities area, a pl..." Read more
7 years ago
User in Wholesale
"Everything is in one spot. Organizations, Contacts, opportunities, projects, tasks,"
7 years ago
Daniel V.
Business Expert, ShopVOX
"The price point and ability in this software is increadible. This is a very complete CRM. I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though..." Read more
7 years ago
Martino Z.
Managing Director, Quomeda
"null"
8 years ago
emily f.
Business Development Specialist , Debut Development
"Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around."
8 years ago
Lee H.
Executive Assistant, Backswath Management Inc.
"It is very easy to use. I self taught myself how to use it within a few days. I like the ability to link the CRM to your emails so that correspondence with clients is automatically added to their profile."
8 years ago
Monique M.
Realtor, Springer Realty Group
"Better organization & information at my fingertips. This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines. I can set reminders to be emailed to me. Tasks can be generated automatically. Files & notes can be added, so everything concerning a property is easily accessible. Plus, multiple..." Read more
8 years ago
Agency in Non-Profit Organization Management
"Insightly was very user-friendly and easy to navigate. I loved how easy setup was and that it had a lot of great features. Would definitely use again"
8 years ago
Brendan C
"I liked how easy it was to email my customers at once and keep them organized."
8 years ago
Administrator in Marketing and Advertising
"ability to connect contacts to various projects"
8 years ago
Kingsley I
"I have been using insightly for a more than two years now. It was my introduction to CRM. I like the simplicity and ease of integration with other apps. project Managment, ease of use and reliablity, Free and Trial version which lets you try out the app and also best for small business owners to get full grasps of CRM for the first time. extensive knowledge..." Read more
8 years ago
Agency in Marketing and Advertising
"The free edition is very usable for small teams."
8 years ago
Pamella H
"The ease and intuitiveness. It feels like the way my brain organizes things and now my connections are out of my head and onto "paper.""
8 years ago
Tamara N
"Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer..." Read more
8 years ago
Emiliano B.
"null"
8 years ago
User in Marketing and Advertising
"Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents."
8 years ago
Rachelle S.
Director of Operations, Strategic Marketing Solutions
"I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two..." Read more
8 years ago
Administrator in Financial Services
"Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving th..." Read more
8 years ago
Brian B.
General Manager, Buzz Brite Cleaning Solutions
"Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions."
8 years ago
Administrator in Publishing
"I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company."
8 years ago
Vince K.
Owner, Hear Here
"We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who c..." Read more
8 years ago
User in Staffing and Recruiting
"Using this tool is convenient for our team as we can information store and share in a consistent basis"
8 years ago
Carrie K
"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."
8 years ago
"Insightly has all the features of a standard CRM for businesses and non profit organisations. It allows to track leads, client journeys, report on activity and money made."
7 years ago