Capterra 
G2 Clifford S.
President, energy construction environmental corporation llc
Yashar Soushyant Z.
CEO , Chairman, Managing Director, Ourmazd Sheed Azhaman
"null"
7 years ago
Joe S
"It is one of the few decent platforms that combine CRM and Project Management in one place."
7 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.."
7 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."
7 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."
7 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."
7 years ago
Michael E.
Account Executive, Professional Placement Partners
"Cost of this CRM is one of my the best features. This is an easy to use CRM for small to midsized businesses. If you want to utilize the free version, you may be able to get everything you need with that alone. I also appreciate that they offer a free trial which makes signing up and figuring out if they will work for you, a breeze!"
7 years ago
Stacy M.
Manager , Health and Housing
"I love the how the dashboard reflects real time information and the opportunity reports are extremely helpful."
7 years ago
User in Marketing and Advertising
"It is a simple and cloud based solution at a lower cost than Salesforce"
7 years ago
Joel B.
Technology Consultant, OneStrand
"We finally have a CRM that fits our budget, is easy to use, integrates with our other company software, and has all the features we need."
7 years ago
Verified Reviewer
"Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product cont..." Read more
7 years ago
Kyle B.
Major Account Manager, Computer Software
"Started with a trial and then purchased insightly for tracking my consulting customers. The tool is very very intuitive and works great for consultants and people maintaining a large database of customers through various stages of the sales lifecycle. The app is great and the support was wonderful."
7 years ago
Trisha M.
HR Director, Urgent Medical Staffing Solutions, LLC
"This software is a great investment and allows for organization for various things all at once. The ease of being able to keep records for employees right on their profile. This software allows for creating and organizing various aspects of managing a company, current, prospect, former employees, allows for tracking upcoming tasks."
7 years ago
Lindsay F.
Quality Assurance Analyst, Slingshot, Inc.
"I used this software for a few months, and I would recommend it to a friend. In fact, I did recommend it to a family member. This project management software is easy to use, and you can put A LOT of information in. I mean, you can have multiple projects, multiple facets within those projects, and then details and updates about what is going on everyday! It's..." Read more
7 years ago
Verified Reviewer
"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."
7 years ago
User in Logistics and Supply Chain
"Tasks can be created for anything as little reminders and get emailed to your inbox"
7 years ago
Verified Reviewer
"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."
7 years ago
Sergey P.
Project Manager, Sokol webstudio
"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."
7 years ago
User in Financial Services
"The cloud based system thats easy to use and also has an app"
7 years ago
Donald R
"The format is user friendly and intuitive."
7 years ago
User in Medical Devices
"Layout is straightforward, easy to understand."
7 years ago
User in Real Estate
"The connecting of tasks, contacts, projects is a great feature."
7 years ago
Consultant in Import and Export
"The program is simple amd intuitive to use, and can be shares with one co-worker. It gives the ability to focus on matters that can bring margin, and avoid losjng time."
7 years ago
Natalia B
"I like the fact that it keeps all the contacts as well as their details in one place. I also like how it integrates with other systems that I use. For me, it's a one-stop shop to view partners, details, and all related purchasing and pricing of materials sold as well as potential sales."
7 years ago
"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."
7 years ago