Capterra 
G2 
Adir R.
Co-Founder & CEO, SquareLoot
Desirae S.
Data Quality Professional, ClientsFirst Consulting
"Overall this is a solid CRM system that offers a great Project Management piece with it and at a great price. I am a Salesforce Consultant with some experience with Dynamics 365 and I personally am considering Insightly for my home business should it continue to grow to a point that I need a CRM."
6 years ago
Austin J.
PPC Manager - Account Specialist, Elemerce
"Insightly is a great All-in-one tool to help you manage your business. This CRM can do it all. I like how we can keep all of our clients and leads in one place. As well, we can have tasks for day to day operations to be able to stay on top of our work. The amount of things you can do with insightly is incredible."
6 years ago
Leah C.
Productivity Coach, Productive Power
"The searching is pretty simple, it's very easy to search across different fields (search for tasks, contacts, organizations, notes, etc. all at once)."
6 years ago
Bert D.
Operations Manager, Cypress Home Technology
"null"
6 years ago
John M.
Engineer, JAM Works LLC
"It was functional after frustration because of lack of support. A clever take on a CRM, which includes simple project management and overall has a solid function. Setup was relatively easy, and painless."
6 years ago
Melissa P.
Digital Productivity Coach, Productive Power
"I like that we are able to keep track of our clients and somewhat customize our task views to work for our process."
6 years ago
amelia q
"Log ins for everyone in the business very clear layout easy and simple to use gives transparency to all integrates with our platform"
6 years ago
Bruno M.
Data Integration Analyst, Keal Technology
"It is a CRM with some insurance knowledge. Easy to use, the user interface allow to see the client easily Web based allow you to work from anywhere."
6 years ago
Fraser D.
Product Marketing Executive, Ideagen PLC
"- it simplifies project management, customer communications and documentation - it has a very user friendly interface - the task management tool is particularly useful for me - ability to integrate with so many different systems is fantastic"
6 years ago
Jim G.
President , Aqua Quest
"I have "tried" to use Insightly for 2 years, I paid for extra service, extra training and increased my software package. 100% Failed! Software is not tested or ready - But they still take your money! Phone APP duplicates your contacts but the PC Version does not. If you delete 1 of the duplicated mobile contacts you are now deleted all your contacts i..." Read more
6 years ago
Lisa W.
"its the best software I've ever used. I love the ease of use and simplicity. I think it's great and I highly recommend it."
6 years ago
Eliot G.
Director of Business Development, Global Companies
"I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities. Easy to cc outgoing mails to the prospect listing. Simplicity is the biggest benefit for Insightly. Anyone can import w..." Read more
6 years ago
Benjamin C.
Asesor de compras, La Polar
"null"
6 years ago
Jenna M.
Communications Manager, International Relief Teams
"Customer service is also a strong point for Insightly...not only is easy to get help via the phone and online, there are also helpful training videos."
6 years ago
User in Marketing and Advertising
"It's user friendly lay out and the way in which you can tailor it to your business."
6 years ago
James S.
Risk Director, CHOICE FUTURE PLANNING
"Great API integration into other major tools i.e mailchimp, quickbooks etc means data can be easily imported and manipulated from other platforms."
6 years ago
User in Retail
"It’s very easy to find and use. It handles everything you need"
6 years ago
Jim G.
President , Aqua Quest, Inc
"I'm looking to switch of Insightly. Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don't work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobil..." Read more
6 years ago
Stephen C.
Strategic Planning Project Manager, USPTO
"ease of mind that my contacts, projects, and pipeline were golden. It feels like a well balanced, well-oiled machine. It's not smooth, plays nicely with your email client, and offers simplicity yet expandability that you'd want in a CRM. Email templates, integrations, customer support. I've paid for their best plan, and haven't looked back. Our busines..." Read more
6 years ago
Nicola F
"The customer engagement cycle in order to interact with our customers"
6 years ago
Kayla B.
Marketing, Howard CM
"Insightly is a great system when you have certain companies to target. It is very up to date and easy to read information and edit through the app while on the road. Overall a great CRM system."
6 years ago
Amel S.
Designer, Casapiaui
"It's a good crm software to have, specially when starting or managing a new venture. Insightly have many tools that helps one to organize all costumer informations which is essential."
6 years ago
User in Higher Education
"I like you how can save "organizations" and then individual contacts under them."
6 years ago
Monique M.
REALTOR, Self Employed
"Having the CRM & Transaction management together is wonderful!. CRM & transaction management in one program, integrates well with gmail, ability to customize, email task reminders, mobile app"
6 years ago
"Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at. It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly."
6 years ago