Capterra 
G2 Christopher J.
CSR, Crosson Agency
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
Linda P
"I enjoy how I may easily compose emails, check notes, verify info, and see when my emails have recently been read on Insightly. Is actually all right there in addition to I may easily create web templates that insert the consumers name when just mailing out the template. Is actually absolutely fantastic! Also, realizing the percentage rate regarding my email..." Read more
7 years ago
Hector F.
Manager, Trolion
"We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team."
7 years ago
Danielle F.
Marketing Assistant, Danielle Lazier + Associates
"Helps with daily job duties and due dates. Also keeps contacts and opportunities organized. Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease."
7 years ago
Shaun H.
Automation Strategy, Resolve Systems
"null"
7 years ago
Kayja B
"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."
7 years ago
ron r.
ceo, NeuroZen Rehab Tech
"I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database."
7 years ago
Chris B.
Consultant, Suction Cup Productions
"It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface."
7 years ago
Deena S
"Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!"
7 years ago
ARLENE W.
Owner, GLD
"I do not have anything negative about the software. I have added files and find it easy to save and edit them."
7 years ago
Nick W.
Director, POD CREATIVE (YORKSHIRE) LIMITED
"null"
7 years ago
Brittney M.
Marketing Manager, Elemerce
"It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize."
7 years ago
Millie H.
CEO, Team Justincredible
"The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts."
7 years ago
Steven f.
co founder, sparkbay
"What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)"
7 years ago
User in Oil & Energy
"I like how easy the platform is to use. It doesn't require much experience with CRM's. It is user friendly and intuitive."
7 years ago
Agency in Marketing and Advertising
"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."
7 years ago
Brandie E
"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."
7 years ago
Administrator in Computer Software
"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more
7 years ago
Verified Reviewer
"If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?"
7 years ago
"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"
7 years ago