Capterra 
G2 
870 reviews
4.4/5 average rating
Administrator in Marketing and Advertising
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."
10 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."
10 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."
10 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
10 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."
10 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."
10 years ago
Richard D
"Google Apps integration and Fee of Charge initial plan."
10 years ago
John C
"I like the ease of use of the product. Simple user interface makes data entry simple and efficient."
10 years ago
Sonya W
"I have used a few CRM's before Insightly and find this one to be the best. Insightly has many great features and benefits and priced to meet the needs of small busineses. They focus on building their product based on the needs of it's users through their on-line community. Their support team is nothing short of excellent. My favorite feature is the abil..." Read more
10 years ago
Charles T
"1. Support is great. I've had a few issues figuring things out and they always respond promptly, even for more advanced questions like how to automatically feed leads into the CRM using Zapier. Also their youtube series is great for training and saves me from having to send them a bunch of questions. 2. It's easy to use and doesn't require you to hire a thi..." Read more
10 years ago
Madeline S
"The best feature of insightly is the ability to keep track of opportunities and convert them to projects once they have become approved or a sale is made. This is a great feature because it tracks the life-cycle of an opportunity to fulfillment, and keeps all relevant documents, tasks, and notes linked together for accessibility. Also, an awesome feature is..." Read more
10 years ago
Alessandro B
"Usability, google-like kind of experience"
10 years ago
Peter B
"Covers all the most needed features in a non complicated, usable way. Easy to learn. Make a difference to your business without a very large investment in cash and time. Low risk."
10 years ago
Craig D
"One of Insightly's standout features is that it has the flexibility to associate any item with any other item. For example, you can associate a contact to more than one organization, associate contacts with each other, associate a task or note to more than one contact, project, or opportunity, etc. Other unique and powerful features are custom pipelines an..." Read more
10 years ago
Ryan G
"I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic."
10 years ago
Daniel R
"good pricing model, easy to use overall"
10 years ago
Henry G
"Insightly is easy to navigate and quick to use, that is why I compare it to a sports car. Some CRMs (mac trucks) hold heftier functionality with finance and inventory but they are difficult to learn and clunky to operate."
10 years ago
Doyle M
"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more
10 years ago
Sabrina B
"Pretty easy to navigate around the interface. Support is fast with responses."
10 years ago
Sami N
"First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a poli..." Read more
10 years ago
Agency in Marketing and Advertising
"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"
10 years ago
Industry Analyst / Tech Writer in Information Technology and Services
"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."
10 years ago
Erin M
"I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I com..." Read more
10 years ago
Chris H
"Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well."
10 years ago
"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."
10 years ago