Rion H.
CoFounder, 1205marketing.com
Ross E.
Managing Director, ISI Consultants
"I would recommend finding a product that is more robust and has proper support. The investment of time in setting up any CRM system for your business means that you need to choose the right one from the start and with all of its technical glitches and lack of support, this is one the one i would recommend to anyone."
7 years ago
Patti T.
Sales Rep, garmentprinter.com
"Seems to be geared toward "groups, projects, events". I am a salesperson, not a member of a project. I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes a..." Read more
8 years ago
User in Marketing and Advertising
"Ability to customize colors. Functions as a CRM."
8 years ago
Greg C.
Director of Sales, GAM Industries
"Easy to use interface, little learning curve, some nice features"
8 years ago
Clayton J.
"Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. W..." Read more
8 years ago
David R.
Owner, Encore Sounds LLC
"CRM and project management rolled into one is great!"
9 years ago
Administrator in Events Services
"That I can manage Projects from the insightly platform"
9 years ago
Jerry P
"Simple to use, low cost CRM solution. If your needs are simple this could be an option."
9 years ago
Dan C.
Owner, Cooper Close Consultants
"Some nice features for CRM good integration with calendars"
9 years ago
Daniel R
"good pricing model, easy to use overall"
9 years ago
Sabrina B
"Pretty easy to navigate around the interface. Support is fast with responses."
10 years ago
Executive Sponsor in Internet
"Fairly simple to use. I have been using Salesforce.com for over a decade and since I needed a free product for my startup I had to change. This was somewhat close in philosophy. The only other thing I like is that it is free. But the minute I can pay a penny for a system I will get off Insightly. Their customer service is non-existent. I've not experie..." Read more
10 years ago
Alex A.
"Insightly would be GREAT if they could change the following things: 1) Contacts / LEads need to be easily assigned and sorted by an OWNER. They are missing the idea that someone OWNs a lead. When you invest $50 to create a lead, you don't send that to EVERYONE in the organization by default and hope for the best. 2) No autoresponder email fun..." Read more
11 years ago
"I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also..." Read more
7 years ago
Capterra review