Capterra 
G2 
804 reviews
4.4/5 average rating
Daniel R
Henry G
"Insightly is easy to navigate and quick to use, that is why I compare it to a sports car. Some CRMs (mac trucks) hold heftier functionality with finance and inventory but they are difficult to learn and clunky to operate."
9 years ago
Doyle M
"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more
9 years ago
Sabrina B
"Pretty easy to navigate around the interface. Support is fast with responses."
9 years ago
Sami N
"First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a poli..." Read more
9 years ago
Agency in Marketing and Advertising
"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"
9 years ago
Industry Analyst / Tech Writer in Information Technology and Services
"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."
9 years ago
Erin M
"I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I com..." Read more
9 years ago
Chris H
"Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well."
9 years ago
Dan M
"We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We bui..." Read more
9 years ago
David C
"Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integratio..." Read more
9 years ago
Executive Sponsor in Information Services
"I like the interface for key contacts and tasks"
9 years ago
Executive Sponsor in Internet
"Fairly simple to use. I have been using Salesforce.com for over a decade and since I needed a free product for my startup I had to change. This was somewhat close in philosophy. The only other thing I like is that it is free. But the minute I can pay a penny for a system I will get off Insightly. Their customer service is non-existent. I've not experie..." Read more
9 years ago
Noah M
"Insightly is a great CRM for a small business. It's much more affordable than alternatives like Pitchbook or Salesforce. It's highly customizable for different businesses. For example, you can design your own sales pipeline that fits your business's standard operating procedures. It's also great for organizing all of your business contacts. By linking those..." Read more
9 years ago
User in Marketing and Advertising
"I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, crite..." Read more
9 years ago
Raven C
"The analytics and reporting system is the part of this program that I like the best. It is well laid out and easy to read. We use this to compare month to month and the performance of our entire sales team."
9 years ago
Suzy F
"I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great."
9 years ago
User in Media Production
"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."
9 years ago
Jennifer B
"I like how easy the CRM is to navigate, and the accessibility of the mobile app."
9 years ago
Internal Consultant in Information Technology and Services
"I believe that Insightly is reliable. The amount of storage information that is available for this software is very useful. The constant 3-prong reminders are great to have."
9 years ago
User in Marketing and Advertising
"The organization and ease of finding records."
9 years ago
Sarbajoy M
"It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client."
9 years ago
Executive Sponsor in Information Technology and Services
"Simple UI, easy to use and free, integrates with Google apps for business"
10 years ago
Lili B
"I used to like to Projects and Opportunity fields for use in managing the pipeline and my sales efforts pertaining to it."
10 years ago
Joseph H
"Ability to import contacts, add users and set up an organizational flow."
10 years ago
"good pricing model, easy to use overall"
9 years ago