Capterra 
G2 
870 reviews
4.4/5 average rating
Dan M
David C
"Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integratio..." Read more
10 years ago
Executive Sponsor in Information Services
"I like the interface for key contacts and tasks"
11 years ago
Executive Sponsor in Internet
"Fairly simple to use. I have been using Salesforce.com for over a decade and since I needed a free product for my startup I had to change. This was somewhat close in philosophy. The only other thing I like is that it is free. But the minute I can pay a penny for a system I will get off Insightly. Their customer service is non-existent. I've not experie..." Read more
11 years ago
Noah M
"Insightly is a great CRM for a small business. It's much more affordable than alternatives like Pitchbook or Salesforce. It's highly customizable for different businesses. For example, you can design your own sales pipeline that fits your business's standard operating procedures. It's also great for organizing all of your business contacts. By linking those..." Read more
11 years ago
User in Marketing and Advertising
"I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, crite..." Read more
11 years ago
Raven C
"The analytics and reporting system is the part of this program that I like the best. It is well laid out and easy to read. We use this to compare month to month and the performance of our entire sales team."
11 years ago
Suzy F
"I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great."
11 years ago
User in Media Production
"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."
11 years ago
Jennifer B
"I like how easy the CRM is to navigate, and the accessibility of the mobile app."
11 years ago
Internal Consultant in Information Technology and Services
"I believe that Insightly is reliable. The amount of storage information that is available for this software is very useful. The constant 3-prong reminders are great to have."
11 years ago
User in Marketing and Advertising
"The organization and ease of finding records."
11 years ago
Sarbajoy M
"It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client."
11 years ago
Executive Sponsor in Information Technology and Services
"Simple UI, easy to use and free, integrates with Google apps for business"
11 years ago
Lili B
"I used to like to Projects and Opportunity fields for use in managing the pipeline and my sales efforts pertaining to it."
12 years ago
Joseph H
"Ability to import contacts, add users and set up an organizational flow."
12 years ago
User in Telecommunications
"great UI"
12 years ago
Vladyslav S
"Gmail and other email add-ons integrate email text with the database well enough"
12 years ago
Ruban K
"Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click."
12 years ago
Alex W
"Insightly is an amazing tool for small businesses for CRm and project management. The idea behind Insightly was mainly for Google Apps to give powerful tools for communication and collaborations."
13 years ago
"We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We bui..." Read more
10 years ago