Capterra 
G2 Allysa W
Jeremy G
"Best in Class CRM that has many features to utilize for businesses of all sizes. The system is great because it doesn’t break the bank while it maintains a high standard of quality."
6 years ago
Yan F.
Director , Premium Consulting
"Good contact management system. It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans."
6 years ago
Verified Reviewer
"Great CRM solution for a startup business, easy to setup and use, very cost effective. Easy to use and setup, very quickly we could import existing contacts and manage them. We could also enter new contacts and create custom settings to track our opportunities. Also, Insightly has a very good associated iOS app, so easy to enter new leads and manage existin..." Read more
6 years ago
User in Public Relations and Communications
"Insightly covers all the essentials for a CRM system: contacts, opportunities, projects and so forth. From an organizational standpoint, Insightly streamlines communication for a sales team to effectively prospect and manage new/existing accounts. Additionally, Insightly has a mobile application that is easy to use from any smart tablet or wireless device."
6 years ago
Donna M.
"null"
6 years ago
Adarsh R.
CEO, Startship
"It's a specialized tool, so I wouldn't recommend it unless I have the time to sit down and show someone how to set it up. But overall, the platform is robust and scales well as your needs evolve."
6 years ago
Jack R.
Principal, Atlanta Commercial Property Services LLC
"Someone made a comment that they wished they had put the program through more strenuous testing before purchase. I do too. I had the same issue, the lack of automatic linking makes this product worthless. I have to spend way too much time making sure everything is linked properly. Which defeats the purpose of having the software make you more efficient. I r..." Read more
6 years ago
Matthew G.
Partner, Pine Creek Construction
"Great for client management and task management. I like the ability to customize the text fields to my needs and the task management function is hard to beat."
6 years ago
User in Professional Training & Coaching
"It's free. It holds a lot of great information and has good connectivity with other apps. The email integration. The deals and opportunities tracking."
6 years ago
Patrick F.
Enrollment & Technology Manager, Smith College
"Automatic workflow is a great feature. Send emails anytime with their scheduler. It manages projects and tracks communications, tasks and documents in a all on their platform. Some CRMs have way more than you need and you can get lost, this one has less features but sometimes less is more."
6 years ago
Verified Reviewer
"Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails. Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing."
6 years ago
Shelley H.
Marketing Manager, Town and Mountain Realty
"I like that there is a free version and that it can connect with a ton of other programs and apps that can help you along the way."
6 years ago
Mike N.
Co-Founder, Focus Forward Media
"It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients."
6 years ago
Verified Reviewer
"Integrates with Office 365, Gmail, Slack, Mailchimp, and QuickBooks fairly seamlessly, and has many more integrations as well depending on which programs you're already using. The mobile app has a great UI and pulls data from a variety of sources (your contacts, emails, and so many more) so you really have one true source of data and aren't duplicating anyth..." Read more
6 years ago
Verified Reviewer
"I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it."
6 years ago
Jonathan H.
Co Founder: Information Systems & Content Manager, Market Tank
"Its great at what it does, just make sure you know its not going to fix everything. This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche."
6 years ago
Verified Reviewer
"Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what."
6 years ago
User in Health, Wellness and Fitness
"Its Free. Its Simple, and a great way to manage contacts and current sales deals."
6 years ago
User in Consumer Goods
"the ease of the UX - everything is so easy to find"
6 years ago
Allison K
"It was a great way to get our feet wet with a CRM. We are a small business ..." Read more
6 years ago
Jennifer S
"how user friendly Insightly is and was able to adapt it better to our company"
6 years ago
Kelsey B.
Recruiting Coordinator, Altig - American Income Life Insurance Company
"null"
6 years ago
User in Marketing and Advertising
"I like that you an book up quick books to insightly"
6 years ago
User in Government Administration
"The best thing I like about Insightly is how you can import mass amounts of contacts easily."
6 years ago
"Insightly is quick and easy to use! You never have to worry about how to do something. The format is really user friendly. The tags are super helpful for organization"
6 years ago