Capterra 
G2 
870 reviews
4.4/5 average rating
Audree L
Tamara N
"Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer..." Read more
9 years ago
Thaddeus R
"It's simple and very easy to get started. Just avoid putting too much info into the system untill you're sure you can overcome its weaknesses."
9 years ago
User in Management Consulting
"Tracks leads and projects through all the phases."
9 years ago
User in Marketing and Advertising
"Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents."
9 years ago
Administrator in Marketing and Advertising
"It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives."
9 years ago
Administrator in Financial Services
"Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving th..." Read more
9 years ago
Administrator in Publishing
"I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company."
9 years ago
User in Staffing and Recruiting
"Using this tool is convenient for our team as we can information store and share in a consistent basis"
9 years ago
Robby M
"It was easy to get started. Probably one of the more user-friendly applications."
9 years ago
Carrie K
"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."
9 years ago
User in Facilities Services
"the opportunity to use it free before paying for it"
9 years ago
Seth W
"It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well."
9 years ago
User in Financial Services
"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."
9 years ago
Administrator in Public Policy
"Linking feature to capture relationships between our supporters and their Members of Congress."
9 years ago
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
9 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
9 years ago
Administrator in Real Estate
"While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form."
9 years ago
Erika J
"Very easy to use and a lot of features available to expand. It keeps us organized and everyone can see what is happening at anytime. They have a mobile app which is great for on the go. A lot of times I am out in the field and need to get ahold of a customer and the CRM on the mobile app is great and very easy to use."
9 years ago
Stacy V
"Very easy to use and meets the challenging requirements and limited budgets of small business."
9 years ago
User in Real Estate
"Areas for all business management - leads, opportunities, projects."
9 years ago
Consultant in Hospital & Health Care
"I like that I am able to share information seamlessly with my team. I am able to task information to others, share notes, and collaborate to complete projects."
9 years ago
Tim C
"Seemless integration with GMail client. Solid Mobile Android app that allows full access to records. Very strong free-form tagging and linking system. Social media integration with client records. Reasonable opportunity management."
9 years ago
Tyler L
"I did like now the system was highly customizable and can be used across many different industries."
9 years ago
David K
"Great Functions but need to continue adding"
9 years ago
"The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportuni..." Read more
9 years ago