Capterra 
G2 Agency in Marketing and Advertising
Kevin L.
Founder, DOERS.coffee
"Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think I..." Read more
6 years ago
Cory S.
Sr. Manager of IT Solutions & Development, Meridian One
"UI is definitely easy on the eyes. What I like is that it integrates with the Google suite so that makes things super easy for that entrepreneur."
6 years ago
Monica Maria D.
psychologist, SERACISLTDA
"simple but efficient, easy to use is a great tool to make business management easier"
6 years ago
Administrator in Consumer Services
"I love how user friendly the program is. I can easily set up tasks for myself and my team to view. You also have the feature for possible leads and leads lost. It offers a great visual to our business."
6 years ago
User in Education Management
"Super plain interface, insightly is beyond easy to use and teach new hires to use. It has a lot of great automation features as well."
6 years ago
James L.
GM, Hospitality Services
"Insightly has an easy to use interface and is very customizable. Also, it allows for a lot of integration."
6 years ago
Jennifer F.
CEO and Founder, Prospect Research Institute
"I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities."
6 years ago
William M
"- Simple CRM that can be extended with custom fields. - You can integrate GMail with Insightly so your emails are saved to the platform. - A LOT easier to configure than Salesforce."
6 years ago
Wells A.
President, Active Online Inc.
"With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity."
6 years ago
Ramon T.
Plant Manager, Consolidated Container Company
"Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails."
6 years ago
Steve L
"The price is right, at just $20 per month per user, and it's generally very easy to use. For a smaller organization (sales staff of two), it does everything we need and more"
6 years ago
Verified Reviewer
"Since we migrated to another platform, I no longer use this software, but, as mentioned, it is decent for the average small business that doesn't need any marketing automation."
6 years ago
Nick E.
Director of Operations , Envest Microfinance
"For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you."
6 years ago
User in Events Services
"Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs."
6 years ago
Danny M.
Online Marketing and Sales, Marketing and sales
"I've been using Insightly now for several months, and while there are still more features I haven't quite dug into yet, I very much like how it works to keep track of your contacts, and I love how it very easily integrates with Google drive as well. I use Google spreadsheets to keep track of invoices for my customers, so that is very convenient."
6 years ago
Andrew K.
Founder, North River Marketing
"This product easily keeps track of my contacts and leads. I love that it integrates with MailChimp too."
6 years ago
John T.
Doctor of Chiropractic / Director of Marketing / Editor, East Bank Chiropractic
"Great product. This product has a wide array of CRM tools and applications to work with including Google suite, Gmail, Docs, MailChimp, Outlook, Evernote, QuickBooks and more. The mobile accessibility was incredibly useful for on the go client relation management and is compatible with iPhone, Mac products, and Android phones and tablets as well. When naviga..." Read more
6 years ago
User in Publishing
"I like that they help track projects, opportunities, and contacts. The interface enables me to easily manage tasks, especially with its project dashboard."
6 years ago
Sorangel Josefina B
"This software is amazing, with its tools it offers a unique help for growing companies, with its features you can make your business advance as a unique company and with services where the client is always in the first place. Insightly CRM has a lot to offer you, its capacities are beyond the common ones, with different managements and analysis of documents..." Read more
6 years ago
Jaime V.
Senior Product Manager, Enterprise Content Management & Cloud, Brookfield Properties Retail
"Super intuitive to navigate, operate, and optimize. Everything just makes sense. I have worked with other more expensive systems before but none of them can beat the simplicity and functionality that Insightly offers."
6 years ago
User in Internet
"Ease of use. Very simple and set up time did not take long compared to some of the larger CRM giants. Great for the small business world."
6 years ago
Cody C.
Customer Service Administrator, Footballshirts4all
"I've been tasked to shortlist a CRM that centralizes lots of aspects of the business. Insightly gets close and I'm growing fond of it as it combines multiple tools into one dashboard, accessible via one page. Some of my top favourite highlights: - Lead management: set up workflow automation with the ability to automate the initial response without having to..." Read more
6 years ago
Michael S.
Co-Founder, OrangeWave Creative Media
"Insightly has really helped my efficiency and ability to keep up with the day-to-day things I have to do to grow my business. I'm hoping that I get enough clients and have enough work to do where I'll have to get one of the paid versions someday!"
6 years ago
Christophe C.
CEO, CX Group
"This is a very normal CRM system. The UX is acceptable as it is. However, see below if you are using multiple currency"
6 years ago
"The free plan is a bonus for small businesses just starting"
6 years ago