Capterra 
G2 
861 reviews
4.4/5 average rating
User in Management Consulting
User in Marketing and Advertising
"That I can access my projects from the office or from home. And that team members can quickly catch up on a job if I'm not around"
7 years ago
Consultant in Marketing and Advertising
"BBC emails to keep track of them as Opportunities. Trying to follow up with prospects in my email isn't always effective even when I have tried to keep folders for them. With so many incoming emails, I would rather have the prospects logged in a different set up so that I can run through them all at once without having to do the email scavenger hunt. The rep..." Read more
7 years ago
Daniel S
"Free platform. Endless supports from the developer, I had an easy time talking to the customer rep and this is something new other CRM software offers to "free user" This is amazing customer service. I found this very surprising product coming from the small company. Lots of functions are included in the platform."
7 years ago
Nicole B
"I think that insightly is easy to use and very useful"
7 years ago
Administrator in Outsourcing/Offshoring
"The interface is simple yet you have everything you need in one page."
7 years ago
Laura R
"Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM."
7 years ago
User in Staffing and Recruiting
"Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple."
7 years ago
User in Real Estate
"Allows me to manage customer relations with such each."
7 years ago
User in Marketing and Advertising
"I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."
7 years ago
User in Consumer Electronics
"Easy to navigate and has a lot of features that are worthwhile."
7 years ago
Jaime S
"Intuitive, easy to use interface. A decent level of customization available and good canned reporting options."
7 years ago
User in Education Management
"It's easy to use, great free version, can import/export excel contacts spreadsheet, set us reminders, pipelines etc.."
7 years ago
Administrator in Industrial Automation
"We really like how easy it is to use and manage Insighly. The company is very easy to work with as well."
8 years ago
Administrator in Marketing and Advertising
"I love the layout of Insightly, I can see where emails are or where we are at on a project. Also, emails CAN be linked to one another and projects to know where communication is. Additionally, I appreciated how I could create our own work flows and visually see the progress. This was handy to quick take a look at what needed to be done next."
8 years ago
Tara R
"I love how I can easily write emails, check notes, check info, and see if my emails have been read on Insightly. It's all right there and I can easily create templates that insert the customers name when just sending out the template. It's absolutely fantastic! Also, knowing the percentage rate of my emails being opened if a good feature. And it tells me whe..." Read more
8 years ago
Administrator in Printing
"Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze."
8 years ago
User in Hospital & Health Care
"Easy to navigate from task to task. Love that it puts everything in a chronological order so that I can see what needs to be done and whats coming up."
8 years ago
Administrator in Non-Profit Organization Management
"Insightly has all the features of a standard CRM for businesses and non profit organisations. It allows to track leads, client journeys, report on activity and money made."
8 years ago
Ben A
"input method is great easy to use, always updates properly"
8 years ago
Administrator in Staffing and Recruiting
"organizes my clients and can generate custom reports and lead sheets for sales"
8 years ago
User in Marketing and Advertising
"I like that Insightly is very straightforward, while still being customizable to your needs. Our company doesn't require all the bells and whistles that other tools have (we're a mid-size company, so it's not necessary), so Insightly has the main, critical pieces that you need for proceeding with client relationships and sales - easy Opportunities area, a pl..." Read more
8 years ago
User in Wholesale
"Everything is in one spot. Organizations, Contacts, opportunities, projects, tasks,"
8 years ago
Vincent N
"Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful."
8 years ago
Julio Cesar B
"Integrates with other solutions very quickly and easily"
8 years ago
"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."
7 years ago