Capterra 
G2 Kristin B.
Marketing , Pharmaceuticals
Miguel P.
CEO, GMD
"This software fills a lot of information about your leads in an automatically way. The best thing in this software is a feature that fills automatically some information about your leads. Starting with the email the software uses the social medias like linkedin to fill the company, the position in the company, the phone number, the photo, etc."
6 years ago
Paul G.
Infrastructure Consultant, iSYSTEMS Integration Ltd
"null"
6 years ago
Arpan S
"As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful."
6 years ago
User in Sports
"Insightly is an easy to learn, and fast to master system that makes organizing accounts tremendously easy. Its simple layout and easy to navigate menus allow for an overall stress-free working tool."
6 years ago
Jeanna C
"Insightly has a free use version up to a certain amount of entries and it really helps start-ups/small businesses who need something simple."
6 years ago
David L.
Marketing Manager, R-V Industries, Inc.
"null"
6 years ago
Administrator in Human Resources
"It has the ability to save email directly from Gmail"
6 years ago
Chris A
"Insightly has been a great tool for our business development team to utilize in keeping track of our current opportunities and the people working for those companies. It serves as a central point of focus for our team, and ensures that if one person is not the only one with knowledge of the individuals involved in the deal."
6 years ago
John J.
Manufacturing
"Insightly is incredibly easy to set up and implement for a small team. The ability to combine CRM and Project Management is very useful."
6 years ago
User in Real Estate
"Easy to change features and mold into different style of organizing"
6 years ago
John K
"Approachable and Powerful Customer Data Manager"
6 years ago
Administrator in Management Consulting
"Insightly is a one stop shop for all of my CRM needs. It offers a variety of options from email templates, reminders, linking contacts, and more!"
6 years ago
User in Broadcast Media
"I am a voice actor and my business relies on referrals, repeat clients, and then finally new clients. Insightly is simple and just what I need in my business to focus on the important data points."
6 years ago
Shane W.
Sales, Retail
"I uploaded my contacts from an Excel spreadsheet, and instead of finding them on my app (or the website) hundreds of arbitrary contacts were shown. No one to speak to, impossible to create a customer support ticket, a HUGE waste of my (and my employer's) time."
6 years ago
User in Insurance
"I liked that the initial set up was easy."
6 years ago
Aarre L.
Lecturer II, University of Michigan-Dearborn
"null"
6 years ago
Amelia B.
President, Exposure Skate
"It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM."
6 years ago
User in Renewables & Environment
"I love that Insightly automatically connects people and organizations and allows you to add files and emails as well as gives you a heads up if there is an existing contact with the same information."
6 years ago
Christine S
"I like how easy it is to add new contacts and organizations and search through them for what I am looking for at any given moment. The ability to look up someone's phone number on my mobile phone and call them couldn't be more convenient. The reporting tools are also useful for tracking progress on deals/transactions/sales"
6 years ago
User in Biotechnology
"interaction with other systems, email sending creates contacts, excel extractables."
6 years ago
User in International Trade and Development
"Great possibility to give tasks to more users, and copy to myself.! Easy follow up all activities with clients, prospects...."
6 years ago
Administrator in Hospitality
"I like how insightly is very user friendly. Any questions I asked were answered quickly and thoroughly. The new communications webinar are helpful."
6 years ago
Administrator in Medical Devices
"Insightly is extremely user friendly and easy to use. The onboarding process was a breeze."
6 years ago
Executive Sponsor in Information Technology and Services
"You don't need to pay for any adjustment and everyone is able to do it from your company"
6 years ago
"Stay away. With so many options - you can do better. Looks pretty. They obviously have a keen marketing team who knows how to attract consumers eyes...if only the product was able to deliver!"
6 years ago