Capterra 
G2 
Dana R.
Sales Manager, SuperKlean Washdown Products
Verified Reviewer
"I tried this product and was impressed at first. I was looking for MailChimp integration and a way to track customer contacts. It worked, but we outgrew the free plan and another CRM company started offering many more features for free so we switched."
7 years ago
Verified Reviewer
"Great for tracking and progressing sales opportunities and general business development. The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modu..." Read more
7 years ago
Wesley J.
Environmental Scientist, Wetland Solutions LLC
"Easy way to capture customer info on the move with the app. The base function of a CRM is crucial to a modern digital business and this is the easiest to use and most cost effective CRM on the market. The design is easy to understand but it doesn't limit the functions available to users."
7 years ago
Tracey M.
Professional Freelancer, Professional Freelancer Available For Remote, Contract, Part-Time Or Other Opportunities
"Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check ou..." Read more
7 years ago
Elle R.
Sales Assistant, Chicago Public Media
"Easy to use, set up, manage. Basic CRM tool that so far works well. Helps manage prospects and opportunities."
7 years ago
Carlos Eduardo d.
Co-Founder, Coopers Digital Production
"It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads."
7 years ago
John David A.
Director of Marketing & Technology, The AAM Group
"It helped us to solve a problem that no other software was able to solve. We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need."
7 years ago
Marjan J.
Director of Operations, Just Pure Water Products Inc.
"The user interface looks good and they have a free plan. We were grandfathered into an old plan which was great."
7 years ago
User in Publishing
"The diversity of reports that one can construct, the easiness to link with e-mail programmes"
7 years ago
Sarah C
"It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place."
7 years ago
John H
"Simplicity, great UI, integrates well with other platforms."
7 years ago
Mike M
"I like that Insightly keeps me organized with all my contacts, projects and current quotes. Whether I am in building the business in the office or on the road visiting customers, I can find the contact info I need and double check on the status of various projects all in one spot. No need to flip back and forth between email, and hard drives. No worries abou..." Read more
7 years ago
User in Law Practice
"Best thing that ever happened was when your talented developers enabled features in Insightly that instantly link-connect-merge Outlook email to Insightly's corresponding legal project. Amazing and incredible progress and timesaver!!!"
7 years ago
User in Accounting
"- Fast - Efficient - Online vs Offline usage"
7 years ago
User in Banking
"It was very quick and easy to learn how to use Insightly. If we got stuck, there were handy tutorials on Youtube."
7 years ago
User in E-Learning
"I like the ability to have multiple contacts associated with an organization is great."
7 years ago
Carmen R
"Unsightly keeps me organized and on track. It stores everything in one place so I don't have to hunt around for what I need. I love it!!"
7 years ago
User in Furniture
"ability to task people with jobs to do."
7 years ago
Administrator in Computer & Network Security
"The features cover most of the needs of the user and it is very easy to handle."
7 years ago
Alexandra L
"Follow up emails, different checklists, and the iPhone app makes it easy to stay on top of your tasks. Prior to this software, it was easier to accidentally forget to contact a customer or let a lead slip away. The software helps you keep on top of the project/lead. I also like that I can stay up to date with how far I have to go to reach a goal."
7 years ago
Administrator in Religious Institutions
"We love the ease of the app and email plug in!"
7 years ago
Consultant in Consumer Goods
"most features are easy to navigate and easy to follow"
7 years ago
Tyler L
"It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned."
7 years ago
Silke B
"I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not..." Read more
7 years ago
"As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents."
7 years ago