Capterra 
G2 
Melissa W
Lex M.
Senior Accounting Manager, ZCFO
"Inslightly offers competitive prices and is pretty user friendly for most users. It now offers a free base level subscription which is a great incentive if you're not sure which CRM to choose."
6 years ago
User in Real Estate
"I like the ability to set tasks for follow up. It also had some nice integrations with my email and Linkedin which was very useful when talking to high level prospects."
6 years ago
Verified Reviewer
"Was my first try at a crm, used only the free version, but never really got the use out of it. Perhaps because it wasn't an enjoyable/intuitive experience I was going for"
6 years ago
Sanket J.
Technology & Project Manager, Caymus Technology ventures
"Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email). Recommended if a dedicated team can be assigned."
6 years ago
Kevin L.
Founder, DOERS.coffee
"Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think I..." Read more
6 years ago
James L.
GM, Hospitality Services
"Insightly has an easy to use interface and is very customizable. Also, it allows for a lot of integration."
6 years ago
Verified Reviewer
"Since we migrated to another platform, I no longer use this software, but, as mentioned, it is decent for the average small business that doesn't need any marketing automation."
6 years ago
User in Events Services
"Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs."
6 years ago
Andrew K.
Founder, North River Marketing
"This product easily keeps track of my contacts and leads. I love that it integrates with MailChimp too."
6 years ago
User in Logistics and Supply Chain
"I like that it integrates into gmail and makes collaboration easy"
6 years ago
Lawrence G.
Head of Operations, All In The Loop
"Super easy to use for both team members and administrators"
6 years ago
Verified Reviewer
"The CRM functions in Insightly have been useful to my business. Overall, I found lots of small issues and bugs, and when I reached out to customer support, I had significant delays in the response time. Most of the time, the bugs would vanish before the support team had a chance to respond to me."
6 years ago
Marc C.
Commercial Photographer: Google Street View | Trusted, Work Pics
"null"
6 years ago
Carl K.
CFO/CTO, Big Bear Vacations
"After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused. The free version does not offer the full capability to assess and the paid version is non-refundable. A typical SW scam."
6 years ago
Nicj C.
Managing Partner, Flow
"Insightly would be a great beta. However, if you are looking for a developed and smooth interface without a huge learning curve it is not the best choice."
6 years ago
Administrator in Hospitality
"Insightly is a cost efficient alternative to high priced popular CRMs. It's price point and bare-bones setup are its key benefits"
6 years ago
Melissa P.
Digital Productivity Coach, Productive Power
"I like that we are able to keep track of our clients and somewhat customize our task views to work for our process."
6 years ago
Bruno M.
Data Integration Analyst, Keal Technology
"It is a CRM with some insurance knowledge. Easy to use, the user interface allow to see the client easily Web based allow you to work from anywhere."
6 years ago
Lisa W.
"its the best software I've ever used. I love the ease of use and simplicity. I think it's great and I highly recommend it."
6 years ago
Benjamin C.
Asesor de compras, La Polar
"null"
6 years ago
John T.
Regional Manager, Visitec
"Insightly's CRM software has been essential for our sales reporting and tracking requirements. The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software."
7 years ago
User in Marketing and Advertising
"Clean interface, pricing, integration with MailChimp"
7 years ago
Jeffery S.
Owner, Aroci
"For 'solopreneurs', start ups and very small businesses, it would be useful. However, when you start to grow you will find that it is very limited and the low cost plans will not be useful anymore."
7 years ago
Yashar Soushyant Z.
CEO , Chairman, Managing Director, Ourmazd Sheed Azhaman
"null"
7 years ago
"It works well for our brokers. They can keep track of their projects and financials."
6 years ago