Capterra 
G2 Administrator in Real Estate
Kim R
"Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration"
7 years ago
Laurie A
"If I could have understood the training a bit better on the sorting and marketing aspects, I couldn't seem to get the fields organization down!"
7 years ago
Nicholas D
"I have really appreciated the automated workflows that Insightly has afforded us going from opportunity to project and creating tasks based on where things are in the process. It has also really helped us keep track of certain subsets of clients that require certain actions with Tags. For instance, we have a set of clients with the Maintenance tag that r..." Read more
7 years ago
Administrator in Non-Profit Organization Management
"As a non-profit, I appreciate the range of features available in Insightly's free version. It also has reasonable price points for its paid version that we will likely utilize as we grow."
7 years ago
Jason M
"I utilize about 10 different CRMs in my office. I just started using Insightly and find it to be an incredibly fluid experience. It is intuitive, responsive, offers a ton of functionality, and is easily one of the best $/value CRMs available."
7 years ago
Daisy Q.
PA, Mortgage
"It features a lot of products to keep track of business, marketing tools and easy to store contacts"
7 years ago
Golfredo M.
"null"
7 years ago
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.
"null"
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
"Applies contacts to projects and tasks and organizes important correspondence through email tagging."
7 years ago