Capterra 
G2 Megan P
Mark W
"Solid product, Simple customization, Good reporting, Responsive support & account rep."
7 years ago
Gerard L
"Design and fact that is free, easy to use and help me to be operational in 1 day"
7 years ago
Verified Reviewer
"Insightly was the first CRM we used for a really long time. It's complete and integrates well with third party apps."
7 years ago
Richard H.
Data Scientist, BlueFrog Media Ltd
"You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version."
7 years ago
E'lona M.
Agency Owner, Moore Relations
"Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will ge..." Read more
7 years ago
Brooke B.
Graphic Designer, Financial Services
"The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there."
7 years ago
Verified Reviewer
"I liked that it held all my contacts in one place but that's about it. It just wasn't right for my needs."
7 years ago
Victoria D.
President, Students for Haiti Inc.
"I was able to organize/store contact information of donors, stakeholders, and other people of interest for my non-profit organization."
7 years ago
Evan C.
Sales, Conservatory Craftsmen
"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"
7 years ago
Verified Reviewer
"Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail."
7 years ago
Alexander N.
Tax Professional, Right Taxes for Right People
"It is help me to organize my work flow. Free version and reasonable price for other plans. A lot of free integration, include for free version."
7 years ago
Administrator in Marketing and Advertising
"The links between people and their relationships."
7 years ago
Verified Reviewer
"Keeping track of clients and conversations and emails. So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is."
7 years ago
Josh T.
President, Studeo Productions
"I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton."
7 years ago
User in Legal Services
"I like that one is able to move from one page to another and using the notes is helpful for this line of business."
7 years ago
Verified Reviewer
"insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads"
7 years ago
Verified Reviewer
"Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing."
7 years ago
Christopher J.
CSR, Crosson Agency
"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"
7 years ago
User in Entertainment
"I love that they have free version that you can use and that you have an option to upgrade to a paid version."
7 years ago
Amy C
"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."
7 years ago
Raviv K.
Creative Director, R5 Event Design
"None. Zero. Nothing. Not user friendly. Worst customer service experience. Over-proced. Found better softwares with better service and better user experience."
7 years ago
Executive Sponsor in Aviation & Aerospace
"Having the application web based makes it very flexible."
7 years ago
Verified Reviewer
"We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet."
7 years ago
Verified Reviewer
"Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time."
7 years ago
"I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on."
7 years ago