Capterra 
G2 
Victoria D.
President, Students for Haiti Inc.
Evan C.
Sales, Conservatory Craftsmen
"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"
6 years ago
Verified Reviewer
"Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail."
6 years ago
Alexander N.
Tax Professional, Right Taxes for Right People
"It is help me to organize my work flow. Free version and reasonable price for other plans. A lot of free integration, include for free version."
6 years ago
Administrator in Marketing and Advertising
"The links between people and their relationships."
6 years ago
Verified Reviewer
"Keeping track of clients and conversations and emails. So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is."
6 years ago
Josh T.
President, Studeo Productions
"I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton."
6 years ago
User in Legal Services
"I like that one is able to move from one page to another and using the notes is helpful for this line of business."
6 years ago
Verified Reviewer
"insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads"
6 years ago
Verified Reviewer
"Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing."
6 years ago
Christopher J.
CSR, Crosson Agency
"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"
6 years ago
User in Entertainment
"I love that they have free version that you can use and that you have an option to upgrade to a paid version."
6 years ago
Amy C
"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."
6 years ago
Raviv K.
Creative Director, R5 Event Design
"None. Zero. Nothing. Not user friendly. Worst customer service experience. Over-proced. Found better softwares with better service and better user experience."
6 years ago
Executive Sponsor in Aviation & Aerospace
"Having the application web based makes it very flexible."
6 years ago
Verified Reviewer
"We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet."
6 years ago
Verified Reviewer
"Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time."
6 years ago
Linda P
"I enjoy how I may easily compose emails, check notes, verify info, and see when my emails have recently been read on Insightly. Is actually all right there in addition to I may easily create web templates that insert the consumers name when just mailing out the template. Is actually absolutely fantastic! Also, realizing the percentage rate regarding my email..." Read more
6 years ago
Hector F.
Manager, Trolion
"We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team."
6 years ago
Danielle F.
Marketing Assistant, Danielle Lazier + Associates
"Helps with daily job duties and due dates. Also keeps contacts and opportunities organized. Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease."
6 years ago
Shaun H.
Automation Strategy, Resolve Systems
"null"
6 years ago
Kayja B
"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."
6 years ago
ron r.
ceo, NeuroZen Rehab Tech
"I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database."
6 years ago
Chris B.
Consultant, Suction Cup Productions
"It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface."
6 years ago
Deena S
"Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!"
6 years ago
"I was able to organize/store contact information of donors, stakeholders, and other people of interest for my non-profit organization."
6 years ago