Capterra 
G2 
870 reviews
4.4/5 average rating
Ben B
Kevin S
"The ease of getting information from Insightly my phone or computer. The ease of entering information into Insightly. The ability to set targets and goals and to track my progress. Insightly makes it easy to classify and group organizations and contacts in to workable groups."
9 years ago
Administrator in Market Research
"The ability to create a rudimentary Sales funnel."
9 years ago
User in Marketing and Advertising
"Ability to customize colors. Functions as a CRM."
9 years ago
User in Internet
"I use Insightly to manage contacts and email templates. Insightly is not a beautiful tool, but it does what I need fairly well. Adding and searching for contacts is easy. The email templates are nice, and Insightly reports delivery, open rate, and click rate statistics, which is essential. I don't use the tasks or projects tabs because I use dedicated tools..." Read more
9 years ago
Madison H
"Easy to add conversations and save contacts right from my email conversation."
9 years ago
Administrator in Information Technology and Services
"I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources."
9 years ago
Kat L
"The ease of use. I was up and running in minutes and had my clients loaded, their projects listed, and milestones assigned within a day. I had done a good bit of research before I chose a CRM since I do understand the pain of conversion to another system. A free option is always good but I did consider paid products as well. Insightly fit the bill on all m..." Read more
9 years ago
User in Real Estate
"My favorite part about insightly is the ability to keep my professional contacts in one central location without taking up precious storage on my phone."
9 years ago
Pete B
"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."
9 years ago
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"
9 years ago
Rachelle S
"-Layout is easy to navigate. -Email and project management integration."
9 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"
10 years ago
Jerry P
"Simple to use, low cost CRM solution. If your needs are simple this could be an option."
10 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."
10 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
10 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."
10 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."
10 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
10 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
10 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
10 years ago
Administrator in Marketing and Advertising
"I think the best part is search and email attachment widget"
10 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."
10 years ago
User in Health, Wellness and Fitness
"That I can assign tasks and keep track of notes and emails"
10 years ago
"In short, Insightly is really really good at CRM. Sounds like a strange comment potentially, but it is easy enough so anyone can use it, and it is "free style" enough so you can capture all the data you need. So yes, you should fill out a contact, connect to a company and raise a opportunity, but the system will allow you to just raise the opportunity and..." Read more
9 years ago