Capterra 
G2 Michael E.
Account Executive, Professional Placement Partners
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
Tony C
"The Insightly api is fantastic. From the perspective of a developer and systems integrator, ease of use and reliability are necessary. insightly hits all the bases."
7 years ago
Amelia Q
"Easy to use Tick boxes Can re order list by time added etc. Colours easy on the eye Multiple user access Clearly organised"
7 years ago
Tawanda J.
Independent Consultant, IT Works
"null"
7 years ago
Agency in Insurance
"I like the simplicity of the layout in both the browser and app."
7 years ago
Administrator in Marketing and Advertising
"How intuitive it is to use with opportunities."
7 years ago
User in Information Technology and Services
"The ability to optimize workflow and customize reports to review workflows and manage teams."
7 years ago
Consultant in Security and Investigations
"platform is easy to use. and understand features."
7 years ago
"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