Capterra 
G2 
870 reviews
4.4/5 average rating
Administrator in Printing
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
Will C
"Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team."
8 years ago
Jon B
"Integration into my gmail and linkedin accounts"
8 years ago
Agency in Non-Profit Organization Management
"Insightly was very user-friendly and easy to navigate. I loved how easy setup was and that it had a lot of great features. Would definitely use again"
9 years ago
Bruce H
"Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create..." Read more
9 years ago
User in Computer Software
"I liked that it was simple to use at first. Easy to upload lists, as well."
9 years ago
Joshua M
"-easy interface -simple but effective companion app -merges well with other programs"
9 years ago
Brendan C
"I liked how easy it was to email my customers at once and keep them organized."
9 years ago
Administrator in Information Technology and Services
"The platform is easily configurable. Just watch the webinars and post on the message board if you have more questions."
9 years ago
Administrator in Marketing and Advertising
"ability to connect contacts to various projects"
9 years ago
Kingsley I
"I have been using insightly for a more than two years now. It was my introduction to CRM. I like the simplicity and ease of integration with other apps. project Managment, ease of use and reliablity, Free and Trial version which lets you try out the app and also best for small business owners to get full grasps of CRM for the first time. extensive knowledge..." Read more
9 years ago
Jake D
"I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates."
9 years ago
Agency in Marketing and Advertising
"The free edition is very usable for small teams."
9 years ago
Alice F
"The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact) straight from my G-Suite em..." Read more
9 years ago
Niamh L
"I like the cost - it's free! That's hard to beat. There is also lots of webinars available and good customer service to ask questions."
9 years ago
Administrator in Textiles
"Being able to see our database grow, funneling from our website."
9 years ago
Pamella H
"The ease and intuitiveness. It feels like the way my brain organizes things and now my connections are out of my head and onto "paper.""
9 years ago
"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