Capterra 
G2 
861 reviews
4.4/5 average rating
Chrissy D
User in Research
"I like the functionality with reporting features and customer service is decent."
7 years ago
User in Staffing and Recruiting
"leads are all in one place and grouped by category"
7 years ago
User in Information Technology and Services
"Insightly is a good CRM for the price point. The workflow is decent, it offers customizable features and training resources. I also enjoy the UI and overall look and feel."
7 years ago
User in Writing and Editing
"I love that it's easy to start up and sync with my google account"
7 years ago
User in Animation
"I like the way it manages clients, it makes it easy to navigate. I can track things easily with the software. I can put notes, tasks, etc...that is very helpful. I think there is a small learning curve to the software, but overall it is easy to use. I found it a much better system then similar crm softwares."
7 years ago
User in Entertainment
"I love how user friendly the interface is. There's no question about where to go or what to do when you're using the program, and for a lot of programs, that's a struggle just by itself! No, not here. Insightly really takes the guesswork out of where you go once you get into the nitty gritty of it all."
7 years ago
User in Financial Services
"This was an easy to understand and easy to use CRM."
7 years ago
Administrator in Human Resources
"For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate."
7 years ago
User in Entertainment
"It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software."
7 years ago
Kyle M
"THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win."
7 years ago
Administrator in Motion Pictures and Film
"Easy to keep track of different customers and automate emails."
7 years ago
Andrés S
"What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data."
7 years ago
Kaitlin M
"I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice."
7 years ago
Administrator in Civil Engineering
"Insightly is very user friendly, has awesome import and export features, great tutorials and support, and a lot of cool features!"
7 years ago
User in Facilities Services
"I like how it integrates with gmail which is what we use."
7 years ago
Whitney W
"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."
7 years ago
Administrator in Computer Software
"I like how it is simple to use, but flexible enough to customize for different pipeline models"
7 years ago
Administrator in Information Technology and Services
"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."
7 years ago
Doug M
"Love that it's easy to use and free for up to 2 users! The new GMail integration makes this a real winner. Before then the sorting of e-mails was way too manual and a pain. Love the fact that there's also an iPhone app and the web version is great too!"
7 years ago
Anna B
"It is simple to navigate and keeps all my info central"
7 years ago
Brian G
"Support and functionality. Team was extremely helpful."
7 years ago
User in Real Estate
"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."
7 years ago
Administrator in Information Technology and Services
"Ease of use, reporting and overall flow of lead to project"
7 years ago
Andrew J
"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."
7 years ago
"I love the Activity Sets and Pipelines. It is easy to schedule follow-ups and standard projects and not miss a beat."
7 years ago