Capterra 
G2 Andrew O.
Owner/Creative Marketing Director, Media Smart
User in Information Technology and Services
"It is very easy to use. You can get onto Insightly and understand most of what it is going on. We can change and adapt the program to what we need to it do for our business. If we need to create more custom fields, more drop down options, or more tags. That is all possible and fairly easy to do. It also functions well with Google Mail so we can use our email..." Read more
6 years ago
Verified Reviewer
"Overall, Insightly has been a pleasure to work with. I use this with a smaller team so it's been easy to start-up and run with. I have some concerns about our business "outgrowing" it but hopefully it grows alongside us!"
6 years ago
Verified Reviewer
"It is an awesome method of maintaining the Vendors database. It can also be searched very easily."
6 years ago
Lex M.
Senior Accounting Manager, ZCFO
"Inslightly offers competitive prices and is pretty user friendly for most users. It now offers a free base level subscription which is a great incentive if you're not sure which CRM to choose."
6 years ago
Stephanie S.
Quality Assurance Officer, Manufacturing Company
"Great app for me! it is manageable in doing tracking contacts, clients, documents and many more. And with this, you can collaborate with other application that is common online to make your work easy and faster."
6 years ago
Lucinda H.
Freelance Writer, Self Employed
"I like that you can have two users for free. It's a great solution for small businesses that need capital for other things."
6 years ago
Verified Reviewer
"Their Gmail integration is how I started using them, really liked the look and feel of it. Not having a contact limitation is definitely nice, but the pricing is also medium range with it."
6 years ago
Carmel L.
LMS Subject-Matter Expert , Healthcare Company
"This software allows you to connect through online to common application as well. It is easy to use and it tracks well all reports, contacts and projects."
6 years ago
User in Real Estate
"I like the ability to set tasks for follow up. It also had some nice integrations with my email and Linkedin which was very useful when talking to high level prospects."
6 years ago
Adam G.
Associate Account Manager, Five Blocks Inc.
"Good program for what it is supposed to do but there si not much in way of extra features."
6 years ago
Alex N.
Head of Operations, Sav Pro
"Good experience overall. Helps improve sales processes and automate manual tasks. I love the workflow automation and the ease of personalising the CRM to our business."
6 years ago
Jordan P.
Managing Member, Sunland Home Care
"Insightly has built such an amazing CRM platform that is as clean and simple to use as possible. While we won't mention any competitor names, we know the market is flooded with tons of CRM's. Insightly has done an excellent job providing us with a platform to focus on what is most important to us, our clients!"
6 years ago
User in Transportation/Trucking/Railroad
"I like that the entire team can see each other's notes, calls, and customers."
6 years ago
Jessica d.
"I love this app. I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."
6 years ago
Álvaro L.
Marketplaces, Makerto
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6 years ago
Sophie D
"The facility for create a new project. I like the design and its easy to use. Its a good base and i have all my client"
6 years ago
JESUS O
"It is very feasible to have insightly since we optimize our sales processes in a timely manner, it is very easy to manage, with good functions that guarantee a good service, it is very profitable to have this software because it has many very useful tools that make it easier for us to make our sales in an optimal way"
6 years ago
Emmanueliza L.
Senior Product Assistant, Suyen Corporation
"Easy to use. The interface is good and very reliable. I can easily track down different data and records."
6 years ago
Verified Reviewer
"Insightly has many customizable features, which makes it a good option for organizations with unique CRM needs. Also, there are integrations with Zapier to make the tool even more powerful."
6 years ago
Verified Reviewer
"It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform."
6 years ago
Verified Reviewer
"Was my first try at a crm, used only the free version, but never really got the use out of it. Perhaps because it wasn't an enjoyable/intuitive experience I was going for"
6 years ago
Nicholas D.
Founder, Creative Director, Edge One Media
"We started using Insightly as a very small company when we recognized we needed a way to keep track of our clients as a team. We had outgrown email chains and had a growing client list and team, and Insightly was a free way to get started. Since then, we have upgraded plans with Insightly twice and they still do a very good job of keeping track of customer..." Read more
6 years ago
Tim P.
Principal, Profound Development
"I would recommend this to any SMB company. Great for a startup, and I think the software grows well with a small company."
6 years ago
Jackie P.
Executive Director, Brazos Valley Center for Independent Living
"Easy user interface The InSightly University provides lots of quick, well made instructional videos Free for a limited number of users Great for tracking grants, related documents, & timelines"
6 years ago
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6 years ago