Capterra 
G2 Ryan F
Verified Reviewer
"Helps me keep track of all my customers and manage their lifecycles. Gives me insight into my customer base with basic reports"
6 years ago
Zuleida S.
University professor, UDO
"This tool contributes to the management of relations with the clients of the organization. Allows integration with other applications. It's easy to use."
6 years ago
Verified Reviewer
"Value for money and affordable. Intuitive and easy to use. Free trial and then good packages for the size of organization we are."
6 years ago
Cory C.
Chief Operating Officer, Concrete Coatings Inc
"There are many, many things that Insightly does, which can also be a negative, since there are some features that are a little obsure and hard to use. Once you get used to it, and if you watch the tutorials, then the CRM becomes a fully integrated part of the sales process."
6 years ago
Agency in Marketing and Advertising
"Easy to use and cheap. You don’t need s lot of experience to get yourself started."
6 years ago
Rob J
"I really like the features that Insightly offers to those who use it for the free version. You can enter a lot of data and be functional as a small business. We used it for two years on the free version and finally had to upgrade. We upgraded because we knew what we were getting and I couldn't find anything better for the price. You can add fields, edit fiel..." Read more
6 years ago
John T.
Regional Manager, Visitec
"Insightly's CRM software has been essential for our sales reporting and tracking requirements. The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software."
6 years ago
Verified Reviewer
"Insightly does a good job of adding contacts automatically within its database. So now I no longer have to think whether or not I have added it. Which of course, keeps me organized"
6 years ago
User in Marketing and Advertising
"Clean interface, pricing, integration with MailChimp"
6 years ago
Jeffery S.
Owner, Aroci
"For 'solopreneurs', start ups and very small businesses, it would be useful. However, when you start to grow you will find that it is very limited and the low cost plans will not be useful anymore."
6 years ago
Sachin C.
Engineer, Vodia Networks
"The amount of functionalities that it offers is a little intimidating as in, we have are facing a little bit of FOMO (fear of missing out) due to it. Heavily made software, helps great for leading the project within our team. A few training videos can get you guys long way. Blast the YouTube with your channel and the money making doubles overnight."
6 years ago
Karen W.
"null"
6 years ago
Administrator in Management Consulting
"I enjoy the ease with which we can use insightly. It's pretty good and allows us as customers to control the process of using the software"
6 years ago
Verified Reviewer
"It is very simple to manage contacts on the platform. Pricing is very reasonable and very great interface."
6 years ago
Brian W.
Freelance Digital Marketer, Freelancer
"Get this if you are making enough sales to comfortably invest in a great e commerce crm!. Mobile App is Great The Reporting and Analytics are Incredible. Such a friendly user interface online!"
6 years ago
Daryl K.
CEO, UniBiz
"User friendly interface. Insightly made is very siple to manage contacts on their platform Affordable. Pricing is fair Login from anywhere"
6 years ago
Amanda R.
"null"
6 years ago
Clifford S.
President, energy construction environmental corporation llc
"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."
6 years ago
Yashar Soushyant Z.
CEO , Chairman, Managing Director, Ourmazd Sheed Azhaman
"null"
6 years ago
Joe S
"It is one of the few decent platforms that combine CRM and Project Management in one place."
6 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"The free version would be great for a beginning coaching or consulting practice. Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye.."
6 years ago
Michael F.
Owner, Pursuit Training
"I've outlined in the previous messages. I love the functionality of it along with the ability to lead projects with my team. It would be helpful if there were some "how to start" training videos I could give to anyone new to the team."
6 years ago
Alejandra M.
Property Manager, Westport Realty, Inc.
"Great program but there are others like it. When you first logging and being using the program there are a lot of mini training helpful hints that help you learn to navigate through the program. Its easy to learn to use."
6 years ago
Jose R.
President, Marketing & Advertising
"Very user-friendly, useful functionalities as part of the basic offer. Very little configuration required while it integrates with gmail tools or others."
6 years ago
"This site is super easy to use and learn."
6 years ago