Capterra 
G2 Golfredo M.
Victor K
"Easy to get started and use. Contacts have relationship links to other contacts which is extremely useful for sales expansion. Process oriented so that you can create workflows within your team. LinkedIn integration is seamless and very helpful. Gmail integration is super helpful. Contact and customer history is built automatically because of it. Google Dri..." Read more
7 years ago
Cheryce E.
Virtual Assistant, Freelancer
"I would recommend this software for business who wants to be on top of their games in being organized and ready for any tasks and also to easily monitor teamwork for completion."
7 years ago
Lynda B.
Office Manager, InSite Software Inc
"I wish we had tested Insightly much more strenuously before proceeding with purchase of this software. I guess we just didn't know what we didn't know, and so when the linking issue (or non-linking issue) because glaringly apparent, we had already finished the trial period. We just (wrongly) assumed that a feature so integral to an effective customer relatio..." Read more
7 years ago
User in Internet
"Scan business cards with your mobile and the custom e-mail address you can BCC to log things."
7 years ago
Vince K.
President, Swiftblue
"There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients ev..." Read more
7 years ago
User in Internet
"I love the fact that it can be used as an app on several devices and the dashboard makes it so easy to keep track and view reports."
7 years ago
User in Computer Software
"It is a very intuitive product with a clean interface that makes it easy to navigate and understand."
7 years ago
Kristin B.
Marketing , Pharmaceuticals
"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!"
7 years ago
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."
7 years ago
Paul G.
Infrastructure Consultant, iSYSTEMS Integration Ltd
"null"
7 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."
7 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."
7 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."
7 years ago
David L.
Marketing Manager, R-V Industries, Inc.
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7 years ago
Administrator in Human Resources
"It has the ability to save email directly from Gmail"
7 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."
7 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."
7 years ago
User in Real Estate
"Easy to change features and mold into different style of organizing"
7 years ago
John K
"Approachable and Powerful Customer Data Manager"
7 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!"
7 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."
7 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."
7 years ago
User in Insurance
"I liked that the initial set up was easy."
7 years ago
Aarre L.
Lecturer II, University of Michigan-Dearborn
"null"
7 years ago
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7 years ago