Capterra 
G2 
870 reviews
4.4/5 average rating
Chris H
Vince K
"We lean heavily on Insightly to keep us on track. The projects tab is where we live and it helps keep our entire team on the same page."
8 years ago
User in Public Safety
"The filter allowed me to look at different groups easily. I can find notes, contact info, and history quickly."
8 years ago
Administrator in Financial Services
"This tool was great for connecting key pieces of data together. Hard to come across other platforms (at this price point) that allow for such robust integration"
8 years ago
User in Public Relations and Communications
"Uncluttered, familiar look and feel. Fully cloud based."
8 years ago
Brian G
"Absolute ease of use. Simple to add contacts and companies and integrst"
8 years ago
User in Hospital & Health Care
"I love the insight it provided into analytics"
8 years ago
User in Information Technology and Services
"Insightly is easy to navigate and so quick to pick up and use."
8 years ago
User in Financial Services
"Insightly is very easy to use and also has a great layout/design. Therefore it is attractive to use also."
8 years ago
Chrissy D
"I love the Activity Sets and Pipelines. It is easy to schedule follow-ups and standard projects and not miss a beat."
8 years ago
User in Research
"I like the functionality with reporting features and customer service is decent."
8 years ago
User in Staffing and Recruiting
"leads are all in one place and grouped by category"
8 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."
8 years ago
User in Writing and Editing
"I love that it's easy to start up and sync with my google account"
8 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."
8 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."
8 years ago
User in Financial Services
"This was an easy to understand and easy to use CRM."
8 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."
8 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."
8 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."
8 years ago
Administrator in Motion Pictures and Film
"Easy to keep track of different customers and automate emails."
8 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."
8 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."
8 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!"
8 years ago
User in Facilities Services
"I like how it integrates with gmail which is what we use."
8 years ago
"Easy to use and I really like the interface. It is great how it automatically creates contacts from emails."
8 years ago