Capterra 
G2 User in Financial Services
Aaron W
"Ease of use. Format. Mail Campaigns. Lead sorting. Reporting."
7 years ago
User in Arts and Crafts
"I like how easy it is to search contacts and organizations. Being able to assemble them into a report and export it as a mailing list is invaluable. I also like the Mailchimp sync."
7 years ago
Administrator in Information Technology and Services
"Simplicity. There are only the most important features."
7 years ago
Internal Consultant in Food & Beverages
"A great tool to manage customers and contacts within my team- the project management and reminders work well and it is easy to see notes etc"
7 years ago
Andrew D
"My favorite features of the system are the ease with which you can connect all of your contacts to their related companies and projects"
7 years ago
Consultant in Financial Services
"I’ve used many crms before and I enjoy Insightly it’s very easy to navigate around and I like the easy tasks"
7 years ago
Ali A
"the interface and the way it is designed to serve its customers was made easy"
7 years ago
Administrator in Real Estate
"Love the ability to integrate prospect and customer info with work-flow automation. Amazing resource saver. I'm all about using minimal effort to create maximum effect. I love that the enhancements just keep rolling out."
7 years ago
Consultant in Automotive
"NIce system that is very easy to use. Great way to keep track of clients."
7 years ago
Megan O
"Easy to use & nothing slips through the cracks"
7 years ago
Administrator in Railroad Manufacture
"The customizability is great for smaller companies like ours that are developing sales processes"
7 years ago
User in Hospitality
"I have a clear birds-eye view of my leads and customers, along with notes regarding when each person was last contacted. I know there are many more features that I can grow into, as well, as our business grows."
7 years ago
Rodrigo A
"The ability to manage Opportunities and Projects in just one place. Every time a sales person converts ao opportunity into a closed deal, a project is created and redirected to my customer success team, which gets in contact with the client and goes through the first steps to implement our product."
7 years ago
User in Automotive
"I like the channel that displays all the activity"
7 years ago
User in Entertainment
"My favorite feature of Insightly is the complex filtering abilities."
7 years ago
Administrator in Marketing and Advertising
"Ease of creating opportunities and attaching relevant files."
7 years ago
Administrator in Information Technology and Services
"Now I am reminded periodically which customer to contact and what action to perform! Absolutely compelling :)"
7 years ago
Consultant in Marketing and Advertising
"The platform really simplifies the client management process and allowing us to go through the sales process."
7 years ago
Administrator in Education Management
"IT'S A PRETTY COMPREHENSIVE PLATFORM THAT PROVIDES MORE THAN WHAT IS NEEDED TO USE AS A CRM TOOL."
7 years ago
Vanessa M
"I like that it is user friendly. I always find it easy to get through my day with a checkoff list. This product has helped me. I will always recommend it to others. I also like that it is color coordinated and I can organize other tasks to other co-workers of mine. It makes it easy to switch tasks and deleted them as well. The program is great to use on you..." Read more
7 years ago
carlos m
"The notes sections, being able to store documents, and linking to emails"
7 years ago
Jessica A
"I like the streamlined process of each category and how easy it is to add each new item."
7 years ago
User in Events Services
"I can track all quotes without manually having a piece of paper"
7 years ago
User in Design
"The way insightly allows my team to be more organised, and in an organised manner!"
7 years ago
"The ability to connect call notes, email and tasks to each lead."
7 years ago