Capterra 
G2 Verified Reviewer
User in Logistics and Supply Chain
"Tasks can be created for anything as little reminders and get emailed to your inbox"
6 years ago
Verified Reviewer
"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."
6 years ago
Sergey P.
Project Manager, Sokol webstudio
"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."
6 years ago
User in Financial Services
"The cloud based system thats easy to use and also has an app"
6 years ago
Donald R
"The format is user friendly and intuitive."
6 years ago
User in Medical Devices
"Layout is straightforward, easy to understand."
6 years ago
User in Real Estate
"The connecting of tasks, contacts, projects is a great feature."
6 years ago
Consultant in Import and Export
"The program is simple amd intuitive to use, and can be shares with one co-worker. It gives the ability to focus on matters that can bring margin, and avoid losjng time."
6 years ago
Natalia B
"I like the fact that it keeps all the contacts as well as their details in one place. I also like how it integrates with other systems that I use. For me, it's a one-stop shop to view partners, details, and all related purchasing and pricing of materials sold as well as potential sales."
6 years ago
Tony C
"The Insightly api is fantastic. From the perspective of a developer and systems integrator, ease of use and reliability are necessary. insightly hits all the bases."
6 years ago
Amelia Q
"Easy to use Tick boxes Can re order list by time added etc. Colours easy on the eye Multiple user access Clearly organised"
6 years ago
Tawanda J.
Independent Consultant, IT Works
"null"
6 years ago
Agency in Insurance
"I like the simplicity of the layout in both the browser and app."
6 years ago
Administrator in Marketing and Advertising
"How intuitive it is to use with opportunities."
6 years ago
User in Information Technology and Services
"The ability to optimize workflow and customize reports to review workflows and manage teams."
6 years ago
Consultant in Security and Investigations
"platform is easy to use. and understand features."
6 years ago
Megan P
"I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on."
6 years ago
Mark W
"Solid product, Simple customization, Good reporting, Responsive support & account rep."
6 years ago
Gerard L
"Design and fact that is free, easy to use and help me to be operational in 1 day"
6 years ago
Verified Reviewer
"Insightly was the first CRM we used for a really long time. It's complete and integrates well with third party apps."
6 years ago
Richard H.
Data Scientist, BlueFrog Media Ltd
"You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version."
6 years ago
E'lona M.
Agency Owner, Moore Relations
"Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will ge..." Read more
6 years ago
Brooke B.
Graphic Designer, Financial Services
"The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there."
6 years ago
Verified Reviewer
"I liked that it held all my contacts in one place but that's about it. It just wasn't right for my needs."
6 years ago
"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."
6 years ago