Capterra 
G2 Dustin P
Ben B
"In short, Insightly is really really good at CRM. Sounds like a strange comment potentially, but it is easy enough so anyone can use it, and it is "free style" enough so you can capture all the data you need. So yes, you should fill out a contact, connect to a company and raise a opportunity, but the system will allow you to just raise the opportunity and..." Read more
8 years ago
Kevin S
"The ease of getting information from Insightly my phone or computer. The ease of entering information into Insightly. The ability to set targets and goals and to track my progress. Insightly makes it easy to classify and group organizations and contacts in to workable groups."
8 years ago
Lex M.
Sales and Marketing Associate, AutoMon
"null"
8 years ago
Rosey S.
Marketing director , Non-Surgical Orthopaedics
"Our company had been looking for a good CRM software for a while. We tried multiple platforms and then came across Insightly. It is compatible with pirates Google email accounts and it was so easy to get started. So far loving it."
8 years ago
Kat L
"The ease of use. I was up and running in minutes and had my clients loaded, their projects listed, and milestones assigned within a day. I had done a good bit of research before I chose a CRM since I do understand the pain of conversion to another system. A free option is always good but I did consider paid products as well. Insightly fit the bill on all m..." Read more
8 years ago
User in Real Estate
"My favorite part about insightly is the ability to keep my professional contacts in one central location without taking up precious storage on my phone."
8 years ago
Guntis C.
Founder, CEO, Walmoo
"null"
8 years ago
Erika J.
Digital Strategist, Big Picture Creator, Tech-Lover and Goal Crusher, Synergy Marketing Consultants
"null"
8 years ago
Caitlin P.
"Small Australian NFP Charity that manufacturers custom disability solutions. Insightly enabled us to have a custom CRM and project management system all in one, for a 20th of the cost as other systems. We are learning things all the time and continually improving our process. The only thing I wish Insightly would do is not have their live seminars at 1am or..." Read more
8 years ago
Rachelle S
"-Layout is easy to navigate. -Email and project management integration."
8 years ago
Administrator in Marketing and Advertising
"I am the VP of a brand new company. We tried several CRMs and were disappointed. Since we have found Insightly we are so happy It is SUPER easy to use. There are many additional features as well!"
9 years ago
David G
"Very simple to set up and use all the main features with minimal training or guidance. Insightly provides each user with a unique email address that you can BCC to all sales correspondence which then automatically appends to the Contact info in Insightly."
9 years ago
Dianne S.
Group Chair, Vistage UK
"null"
9 years ago
Ryan C
"From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you th..." Read more
9 years ago
Verified Reviewer
"Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve."
9 years ago
Yusuf N
"I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online."
9 years ago
Jordi G.
"null"
9 years ago
Gabriel S.
Founder, 4ge
"May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running."
9 years ago
User in Health, Wellness and Fitness
"I love the organization of Insightly. It keeps all members of our company on the same page with regards to what is being done, needs to be done or is waiting on someone. It keeps us all accountable for our communication with clients, has ability for us to make notes for us to remember certain aspects of an account, and allows us to connect our email to the a..." Read more
9 years ago
alex s.
sevenstargolf.com
"I have used other CRM's in the past and I really do love Insightly. It's easy to use, very intuitive, love the email linking, task lists, calendar... you name it. They also get emails if someone assigns you a task and their newsletters are relevant to your sign up date. Obviously, if I signed up a week ago I need help uploading my contacts and setup, and..." Read more
9 years ago
Administrator in Accounting
"We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly."
9 years ago
User in Health, Wellness and Fitness
"That I can assign tasks and keep track of notes and emails"
9 years ago
Administrator in Marketing and Advertising
"The ability to sort by date or priority, add comments to an individual task and to assign tasks mid flow if needed to escalate a need to a more appropriate resource."
9 years ago
Dani F
"I love the ability to repeat tasks for keeping in touch with potential clients. The fun themes for customization are always an added bonus for me personally. This CRM is so easy to use and helps me stay organized in my busy schedule."
9 years ago
"The automation - I foward an email to insightly and the rest is taken care of. If the contact doesn't exist, they are created. If the company doesn't exist, it is created. Everything is linked together - so it is always at your fingertips."
8 years ago