Capterra 
G2 
861 reviews
4.4/5 average rating
Melissa W
User in Real Estate
"I like the ability to set tasks for follow up. It also had some nice integrations with my email and Linkedin which was very useful when talking to high level prospects."
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
User in Logistics and Supply Chain
"I like that it integrates into gmail and makes collaboration easy"
6 years ago
Administrator in Hospitality
"Insightly is a cost efficient alternative to high priced popular CRMs. It's price point and bare-bones setup are its key benefits"
6 years ago
User in Marketing and Advertising
"Clean interface, pricing, integration with MailChimp"
7 years ago
User in Legal Services
"I like that one is able to move from one page to another and using the notes is helpful for this line of business."
7 years ago
Linda P
"I enjoy how I may easily compose emails, check notes, verify info, and see when my emails have recently been read on Insightly. Is actually all right there in addition to I may easily create web templates that insert the consumers name when just mailing out the template. Is actually absolutely fantastic! Also, realizing the percentage rate regarding my email..." Read more
7 years ago
Consultant in Consumer Goods
"most features are easy to navigate and easy to follow"
7 years ago
Silke B
"I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not..." Read more
7 years ago
User in Professional Training & Coaching
"It's free. It holds a lot of great information and has good connectivity with other apps. The email integration. The deals and opportunities tracking."
7 years ago
McKenna M
"I like that it saves all my previous communications with my leads."
7 years ago
User in Consumer Electronics
"Having all the contact details is really good"
7 years ago
Arpan S
"As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful."
7 years ago
Administrator in Human Resources
"It has the ability to save email directly from Gmail"
7 years ago
Administrator in Marketing and Advertising
"pricing/easy of use i have really enjoyed it"
7 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."
7 years ago
User in Public Relations and Communications
"Uncluttered, familiar look and feel. Fully cloud based."
7 years ago
User in Facilities Services
"I like how it integrates with gmail which is what we use."
7 years ago
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
Nicole B
"I think that insightly is easy to use and very useful"
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
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
User in Computer Software
"I liked that it was simple to use at first. Easy to upload lists, as well."
8 years ago
"It works well for our brokers. They can keep track of their projects and financials."
6 years ago