Capterra 
G2 Emmanueliza L.
Senior Product Assistant, Suyen Corporation
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
JAIME E
"this software is very good because it allows us to easily make the sales processes of our company, these processes we do it in an optimal way, effective for its functions that support us to be a better company every day, it is very important to have it since It organizes our contacts, calls, corporate agenda that allows us to improve our operations within th..." Read more
6 years ago
Sanket J.
Technology & Project Manager, Caymus Technology ventures
"Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email). Recommended if a dedicated team can be assigned."
6 years ago
Verified Reviewer
"After using for three years, I'd go back and do it all over again without hesitation. Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate e..." Read more
6 years ago
Kyle B.
Major Account Manager, Computer Software
"This was a great tool for me to use while working with my consulting company. I was able to quickly log potential customers in the system and determine what actions I wanted to take on an automated follow-up schedule. The app was very helpful and thoughtfully designed!"
6 years ago
Narasimhan (Nari) S.
Chemical Engineer, National Energy Technology Laboratory
"Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out."
6 years ago
Verified Reviewer
"We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity."
6 years ago
Verified Reviewer
"I love them and the app, I have no complaints. I love that the barrier to entry is so low and you can use this when you first start a business"
6 years ago
Tierra B.
"The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list."
6 years ago
Kahueka H.
Service & Interaction Designer, Fjord
"null"
6 years ago
Margaret M.
Sales Manager, Flooring USA & VHR
"I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications"
6 years ago
Ramona W.
"null"
6 years ago
Brian B.
Owner, Rankshape
"Overall, I'd really recommend considering Insightly. It has made a significant difference in my small business and has certainly kept me more organized. As my company grows, Insightly grows with me--and that's something I really value in a software solution."
6 years ago
Stavros L.
CTO, Pobuca
"It's fast and covers all basic functions of a CRM system"
6 years ago
Kevin H.
Chief Executive Officer, Billingsley Printing
"I really wanted this to be the way we captured customer data but the lack of a native method to integrate with QuickBooks was a deal breaker in the end. It positions itswlf as being able to do so but it doesn't mention that other companies software is required and it'll cost more. Full disclosure: We moved on to a different all in one solution from DocketMa..." Read more
6 years ago
ana d
"analyzing this software we realize that it is a solution that allows us to manage, identify and manage the relationship of our customers and collaborators; It is a system that will drive each of our company goals, starting with an effective organization of each of the processes, such as our contacts, real follow-ups of users, among others. It provides an int..." Read more
6 years ago
Jack D.
"null"
6 years ago
Joe G.
Church Communications Training, ChurchTrain.uk
"There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features."
6 years ago
marcos g
"for our company we see how good it is to have Insightly since we like it because it is a very useful tool to manage everything related to our corporate agenda, where it organizes contacts, calls from customers, has a facility to manage hours, is very efficient since we can follow up in a real way the users and projects of this company."
6 years ago
"Easy to use. The interface is good and very reliable. I can easily track down different data and records."
6 years ago