Capterra 
G2 
861 reviews
4.4/5 average rating
Pete B
User in Information Technology and Services
"I like the ability to track tasks against a project, and to have these tasks automatically generate as the project progresses through a pieline"
8 years ago
Rachelle S
"-Layout is easy to navigate. -Email and project management integration."
8 years ago
Administrator in Marketing and Advertising
"I am the VP of a brand new company. We tried several CRMs and were disappointed. Since we have found Insightly we are so happy It is SUPER easy to use. There are many additional features as well!"
9 years ago
Administrator in Events Services
"That I can manage Projects from the insightly platform"
9 years ago
Jerry P
"Simple to use, low cost CRM solution. If your needs are simple this could be an option."
9 years ago
David G
"Very simple to set up and use all the main features with minimal training or guidance. Insightly provides each user with a unique email address that you can BCC to all sales correspondence which then automatically appends to the Contact info in Insightly."
9 years ago
Ryan C
"From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you th..." Read more
9 years ago
User in Internet
"Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff."
9 years ago
Yusuf N
"I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online."
9 years ago
User in Health, Wellness and Fitness
"I love the organization of Insightly. It keeps all members of our company on the same page with regards to what is being done, needs to be done or is waiting on someone. It keeps us all accountable for our communication with clients, has ability for us to make notes for us to remember certain aspects of an account, and allows us to connect our email to the a..." Read more
9 years ago
User in Internet
"Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners..." Read more
9 years ago
Executive Sponsor in Higher Education
"For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subs..." Read more
9 years ago
Administrator in Marketing and Advertising
"I think the best part is search and email attachment widget"
9 years ago
Administrator in Accounting
"We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly."
9 years ago
User in Health, Wellness and Fitness
"That I can assign tasks and keep track of notes and emails"
9 years ago
Administrator in Marketing and Advertising
"The ability to sort by date or priority, add comments to an individual task and to assign tasks mid flow if needed to escalate a need to a more appropriate resource."
9 years ago
Dani F
"I love the ability to repeat tasks for keeping in touch with potential clients. The fun themes for customization are always an added bonus for me personally. This CRM is so easy to use and helps me stay organized in my busy schedule."
9 years ago
Anthony H
"I LIKE EVERYTHING! the managing of my clients information and how easy this site is to use. I self taught myself on how to use the whole program and it works perfectly."
9 years ago
Holger A
"Google Apps for Work is not a CRM - but Insightly is! And we love it. Together with the collaboration and communication platform from Google it's best available solution for start-ups and SMB at the moment."
9 years ago
Claudia C
"I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as w..." Read more
9 years ago
Micah Oren F
"I like how all of Insightly's paid plans take care of the basic email integration, CRM, and project management needs of most small businesses."
9 years ago
Carsten Høvisch F
"Insightly is very easy to setup for a small and startup business that doesn't know too much on how to work a CRM."
9 years ago
Richard D
"Google Apps integration and Fee of Charge initial plan."
9 years ago
John C
"I like the ease of use of the product. Simple user interface makes data entry simple and efficient."
9 years ago
"The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization) from within GMail is extremely easy."
8 years ago