Capterra 
G2 
861 reviews
4.4/5 average rating
Robby M
Carrie K
"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."
8 years ago
User in Facilities Services
"the opportunity to use it free before paying for it"
8 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."
8 years ago
User in Financial Services
"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."
8 years ago
Administrator in Public Policy
"Linking feature to capture relationships between our supporters and their Members of Congress."
8 years ago
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
8 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
8 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."
8 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."
8 years ago
Stacy V
"Very easy to use and meets the challenging requirements and limited budgets of small business."
8 years ago
User in Real Estate
"Areas for all business management - leads, opportunities, projects."
8 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."
8 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."
8 years ago
Tyler L
"I did like now the system was highly customizable and can be used across many different industries."
8 years ago
David K
"Great Functions but need to continue adding"
8 years ago
User in Marketing and Advertising
"I mainly use the task and project management tools"
8 years ago
Executive Sponsor in Consumer Electronics
"We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time."
8 years ago
Administrator in Health, Wellness and Fitness
"For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution."
8 years ago
Eric H
"It's cloud-based and it functions very well on all platforms I have used it on."
8 years ago
Megan E
"I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events."
8 years ago
Warren D
"I am a big advocate of setting up personalized pipelines or project work flows. Insightly makes it easy to setup multiple stages of a pipeline that get assigned to different individuals on the team based on the project stage. While the upfront time to setup these pipelines was a necessary investment, it prevented my team from being pigeonholed into an out-..." Read more
8 years ago
Michael W
"Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team."
8 years ago
Administrator in Non-Profit Organization Management
"I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time."
8 years ago
Administrator in Information Services
"flexibility in creating fields; ability to upload excel files; notifications"
8 years ago
"It was easy to get started. Probably one of the more user-friendly applications."
8 years ago