Capterra 
G2 Bruno M.
Data Integration Analyst, Keal Technology
Fraser D.
Product Marketing Executive, Ideagen PLC
"- it simplifies project management, customer communications and documentation - it has a very user friendly interface - the task management tool is particularly useful for me - ability to integrate with so many different systems is fantastic"
6 years ago
Jim G.
President , Aqua Quest
"I have "tried" to use Insightly for 2 years, I paid for extra service, extra training and increased my software package. 100% Failed! Software is not tested or ready - But they still take your money! Phone APP duplicates your contacts but the PC Version does not. If you delete 1 of the duplicated mobile contacts you are now deleted all your contacts i..." Read more
6 years ago
Lisa W.
"its the best software I've ever used. I love the ease of use and simplicity. I think it's great and I highly recommend it."
6 years ago
Eliot G.
Director of Business Development, Global Companies
"I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities. Easy to cc outgoing mails to the prospect listing. Simplicity is the biggest benefit for Insightly. Anyone can import w..." Read more
6 years ago
Benjamin C.
Asesor de compras, La Polar
"null"
6 years ago
Jenna M.
Communications Manager, International Relief Teams
"Customer service is also a strong point for Insightly...not only is easy to get help via the phone and online, there are also helpful training videos."
6 years ago
User in Marketing and Advertising
"It's user friendly lay out and the way in which you can tailor it to your business."
6 years ago
James S.
Risk Director, CHOICE FUTURE PLANNING
"Great API integration into other major tools i.e mailchimp, quickbooks etc means data can be easily imported and manipulated from other platforms."
6 years ago
User in Retail
"It’s very easy to find and use. It handles everything you need"
6 years ago
Jim G.
President , Aqua Quest, Inc
"I'm looking to switch of Insightly. Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don't work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobil..." Read more
6 years ago
Stephen C.
Strategic Planning Project Manager, USPTO
"ease of mind that my contacts, projects, and pipeline were golden. It feels like a well balanced, well-oiled machine. It's not smooth, plays nicely with your email client, and offers simplicity yet expandability that you'd want in a CRM. Email templates, integrations, customer support. I've paid for their best plan, and haven't looked back. Our busines..." Read more
6 years ago
Nicola F
"The customer engagement cycle in order to interact with our customers"
6 years ago
Kayla B.
Marketing, Howard CM
"Insightly is a great system when you have certain companies to target. It is very up to date and easy to read information and edit through the app while on the road. Overall a great CRM system."
6 years ago
Amel S.
Designer, Casapiaui
"It's a good crm software to have, specially when starting or managing a new venture. Insightly have many tools that helps one to organize all costumer informations which is essential."
6 years ago
User in Higher Education
"I like you how can save "organizations" and then individual contacts under them."
6 years ago
Monique M.
REALTOR, Self Employed
"Having the CRM & Transaction management together is wonderful!. CRM & transaction management in one program, integrates well with gmail, ability to customize, email task reminders, mobile app"
6 years ago
Ryan F
"This site is super easy to use and learn."
6 years ago
Verified Reviewer
"Helps me keep track of all my customers and manage their lifecycles. Gives me insight into my customer base with basic reports"
6 years ago
Zuleida S.
University professor, UDO
"This tool contributes to the management of relations with the clients of the organization. Allows integration with other applications. It's easy to use."
6 years ago
Verified Reviewer
"Value for money and affordable. Intuitive and easy to use. Free trial and then good packages for the size of organization we are."
6 years ago
Cory C.
Chief Operating Officer, Concrete Coatings Inc
"There are many, many things that Insightly does, which can also be a negative, since there are some features that are a little obsure and hard to use. Once you get used to it, and if you watch the tutorials, then the CRM becomes a fully integrated part of the sales process."
6 years ago
Agency in Marketing and Advertising
"Easy to use and cheap. You don’t need s lot of experience to get yourself started."
6 years ago
Rob J
"I really like the features that Insightly offers to those who use it for the free version. You can enter a lot of data and be functional as a small business. We used it for two years on the free version and finally had to upgrade. We upgraded because we knew what we were getting and I couldn't find anything better for the price. You can add fields, edit fiel..." Read more
6 years ago
John T.
Regional Manager, Visitec
"Insightly's CRM software has been essential for our sales reporting and tracking requirements. The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software."
6 years ago
"It is a CRM with some insurance knowledge. Easy to use, the user interface allow to see the client easily Web based allow you to work from anywhere."
6 years ago