Capterra 
G2 Erin M
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
Mahendra R.
N/A
"Having tried all major CRM tools (and I am old enough to have started with Siebel), I was looking for something that's simple, intuitive, mobile friendly and easy to use. Insightly rocks in every possible way and more. 1) Easiest setup and customization 2) Very cool integration with Google (Google Docs / Calendar / Contacts). Import contacts and viola - i..." Read more
11 years ago
Andrew S.
Owner, Keller Williams Realty
"It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my "i's" dotted and "t's" crossed."
11 years ago
Morgan H.
Owner, MorganHege.com
"Insightly works well with Gmail. If you already use Gmail everyday, the insightly Gmail gadget will make your life a dream. Also, the ability build workflows and assign tasks in insightly is very well executed. The ability to integrate with quickbooks online, and mail chimp make this a powerful crm for enterprising small businesses (like mine)"
11 years ago
Noah M
"Insightly is a great CRM for a small business. It's much more affordable than alternatives like Pitchbook or Salesforce. It's highly customizable for different businesses. For example, you can design your own sales pipeline that fits your business's standard operating procedures. It's also great for organizing all of your business contacts. By linking those..." Read more
11 years ago
Luke F.
CEO, Centercode
"Email transparency, Google Mail/Apps integration, easy project management, great data structure (people, accounts, opportunities, etc), and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time. Also, the pricing is amazing."
11 years ago
Mark I.
Owner, Texas Ironclad
"Great support. This really helped me build relationships that enabled me to sell one company that we started from zero."
11 years ago
Jamie L.
Director of Business Development, Platinum Resource Group
"Looking for a SIMPLE CRM to implement for your business - check out Insightly. Ease of Use - Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it's great integration. It is easy to use for projects, HR and vendor management as well as sales. I..." Read more
11 years ago
Jenny B.
Office Manager, Centercode
"- It's simple and straightforward. - It's easy to self-teach. - It creates transparent communications within the sales team."
11 years ago
Raven C
"The analytics and reporting system is the part of this program that I like the best. It is well laid out and easy to read. We use this to compare month to month and the performance of our entire sales team."
11 years ago
Jennifer B
"I like how easy the CRM is to navigate, and the accessibility of the mobile app."
11 years ago
alan .
"If you are small business owner under 10 employees Insightly is an awesome customer management system. I have tried several other CRMs that are excellent but the adoption rate for my employees was not very high. Insightly is so easy to use, there is no more spending a couple weeks just to understand how to use the CRM appropriately. Everything is really easy..." Read more
12 years ago
Ruban K
"Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click."
12 years ago
Richard B.
MakeBetterVideos.com
"I use Insightly daily! As a bootstrapping new business owner I cannot express how helpful it has been in the week I have been using it. A free software is just literally invaluable. Being able to put all of my contacts and follow ups in as tasks alone has saved me the anxiety of staring at a spreadsheet. The opportunities have freed up the space in my bra..." Read more
13 years ago
Eduardo F.
ShuttleCloud
"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. Insightly's ability to integrate with Google Apps was a key factor in our decision to adopt the solution, as well as its built-in project management tool..." Read more
13 years ago
Elizabeth C.
Metis Communications
"This is a great CRM program for a small business. The price and value are excellent, and the learning curve is fast. I love the feature that allows you to create tasks directly from your Google inbox and view current tasks. If you want the best app in the marketplace, go with Insightly."
13 years ago
"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