Capterra 
G2 Administrator in Accounting
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
Anthony H
"I LIKE EVERYTHING! the managing of my clients information and how easy this site is to use. I self taught myself on how to use the whole program and it works perfectly."
9 years ago
Micah Oren F
"I like how all of Insightly's paid plans take care of the basic email integration, CRM, and project management needs of most small businesses."
9 years ago
Carsten Høvisch F
"Insightly is very easy to setup for a small and startup business that doesn't know too much on how to work a CRM."
9 years ago
Steven F.
"I first signed up my company for insightly to use on internet sales for furniture products. We ended up expanding that use as sales reps enjoyed how simple it was to use and share info on leads."
9 years ago
Luiz C.
Owner, eCommerce Cosmos
"I love how this software is great on the go. I integrate with mailchimp, send an email to 1000 people and quickly identify which candidates deserve a call and do that on my drive home."
9 years ago
Richard D
"Google Apps integration and Fee of Charge initial plan."
9 years ago
Sonya W
"I have used a few CRM's before Insightly and find this one to be the best. Insightly has many great features and benefits and priced to meet the needs of small busineses. They focus on building their product based on the needs of it's users through their on-line community. Their support team is nothing short of excellent. My favorite feature is the abil..." Read more
9 years ago
Chad M.
Integration Consultant, Work Horse Integrations
"Insightly is a great cloud based CRM with a custom API that allows for great customization, and integration with other applications. Also their customer service is very quick with there responses to cases and incidents. Finally, their community is large and well set-up so that users can go on there to discuss issues that they are having or successes that the..." Read more
9 years ago
Charles T
"1. Support is great. I've had a few issues figuring things out and they always respond promptly, even for more advanced questions like how to automatically feed leads into the CRM using Zapier. Also their youtube series is great for training and saves me from having to send them a bunch of questions. 2. It's easy to use and doesn't require you to hire a thi..." Read more
9 years ago
Catie H.
Social Media & Website Coordinator, Canterbury Pilgrimages
"I've never used a CRM program before, so I really just needed something quick and easy to learn -- a place to keep all my notes, contacts, and some important emails. And Insightly has surprisingly worked well for me, even though I had no idea what I was even looking for! I'm pleased with it."
10 years ago
Peter B
"Covers all the most needed features in a non complicated, usable way. Easy to learn. Make a difference to your business without a very large investment in cash and time. Low risk."
10 years ago
Fredrik H.
"null"
10 years ago
Jonathan D.
GCT
"After comparing Insightly to CRM/project mgmt tools out there, I'm really impressed at how easy-to-use the site is, and one of the biggest deals for us was being able to link multiple people to one organization and vice versa. That's surprisingly tricky to do with other platforms, so I'm really grateful that this is standard with their site. Really love how..." Read more
10 years ago
Alex W.
Owner & Business Development Manager, Clear Web Marketing
"null"
10 years ago
Ryan G
"I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic."
10 years ago
Ivan G.
Founder and CEO, Limit
"Intelligent people simplify complex things, and that's what Insightly has done with their CRM. Easy to set up, customise, and actually delivers what a small to medium business truly needs. I love it!"
10 years ago
Doyle M
"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more
10 years ago
Agency in Marketing and Advertising
"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"
10 years ago
Industry Analyst / Tech Writer in Information Technology and Services
"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."
10 years ago
Erin M
"I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I com..." Read more
10 years ago
Dan M
"We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We bui..." Read more
10 years ago
"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