Capterra 
G2 
585 reviews
4/5 average rating
Samuel J.
Marketing, N'ware Technologies
Nawar A.
Project Manager, ICHEC
"in general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing."
5 years ago
Maciej N.
Freelance Credit Analyst, Maciej Nowak Enterprise Financing
"Aside from the cons that made me switch, Insightly does it's job very well. I might consider switching back when they allow two way Exchange support."
5 years ago
Tuhin B.
CEO, CreativeDev Studio
"Overall experience with this tool is great. It does everything as advertised. With Insightly you can easily manage your project with your team and can check-in details report of your marketing strategy plan and sales. Insightly not only for insights into your business but it also great tool you can use as CRM."
5 years ago
Janine W.
President, Good to Go, Inc.
"It's very customizable but I just didn't have the time to do it. Had all the Crm and database features you could want. Good training and onboarding process and good pricing."
5 years ago
Carl S.
Head of Customer Service , Evosoft Ltd
"We recommend insightly to everyone we can speak to its that good!. Insightly is an absolutely incredible piece of software, using SaaS based CRM solution which links together contacts, email, social media. It gave us soo much "insight" in to our Customer Journeys and relationship tracking."
5 years ago
Verified Reviewer
"Solid overall experience. Great-loooking user interface, and easy-to-use. Perhaps Insightly doesn't have a more visual workflow management like other software of its kind has, but the reporting feature is, in my opinion, the strongest feature, it has! You can really get granular with customization of reports, which is hard to find in CRMs of its kind."
5 years ago
Melinda P.
Entrepreneur, Styled Hanger
"My experience with Insightly has been great and has helped me to stay on top of my short and long term goals. I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve."
5 years ago
Carolyn S.
Manager, CommunityWorks
"easy to customise pipeline, good online information support"
5 years ago
Verified Reviewer
"It doesn't allow anything to fall through the cracks. It is very easy to use and intuitive. I work in a remote team and Insightly helps us to organize all our ongoing projects. I like that each pipeline stage can be assigned to a particular user, and that user will be notified via email when it is his/her turn to work on the project."
5 years ago
Michael D.
Client Liaison, CommGap International Language Services
"Insightly is responsible for being my memory storage and helping me keep promises through constant reminders and simple organization."
5 years ago
Mike M.
Realtor, United Real Estate Louisville
"I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads."
5 years ago
Lily W.
Personal Assistant, Dorothy Perfetti Living Trust
"I like how I can use this platform to find marketers who need product awareness bloggers to work for."
5 years ago
Shannon S.
CEO, Best Float Valve
"It helped us break our systems down into more manageable processes and stay on track. I love the ability to be able to sort large amounts of data into more manageable groups through tag words. I like that you can search through all your data by word and often get great results for things that aren't tagged!"
5 years ago
Femi A.
Senior Manager, Lawrencia Consulting
"Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate."
5 years ago
Mathew W.
Executive Vice President , Arrow Freight Systems
"Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features."
5 years ago
Joel M.
Consultant, JM Media Management, LLC
"What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users."
5 years ago
Susan A.
Sr. Manager-Business Operations, Verizon
"Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool."
5 years ago
KELSEY L.
Business Development, Speyside
"Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion."
5 years ago
Aaron F.
Owner, Redeemed Construction
"My business wouldn't run without it. I have too much to keep track of and it now stays all in one place. Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie toget..." Read more
5 years ago
Justin R.
Project Manager, Diablo Media, LLC
"Insightly makes managing client relationships, prospecting, and marketing as simple as a single, fully-integrated platform that allows you to utilize and compare insights across all of those arms of your business."
6 years ago
Amb. Dr. Ali A.
"null"
6 years ago
Michelle T.
"null"
6 years ago
Emily S.
Small Groups Director, The Jar Community Church
"I use it to help manage my husband's business. It has helped him to maintain better communication with clients. I like that there is a section for Leads so you can keep track of potential clients."
6 years ago
Verified Reviewer
"We were looking for something to help with our e-mail marketing so we tried the free trial. I can see the value this tool would add to our team, for sure."
6 years ago
"Good overall experience, I think that many software like this are similar in terms of features in this "grade" of CRM. Others will be more advanced in terms of automation, but also will be more expansive."
5 years ago