Capterra 
G2 User in Entertainment
User in Financial Services
"This was an easy to understand and easy to use CRM."
7 years ago
John L.
Business Dev and Marketing Manager, Loberg Construction
"Customer isn't first in a company who's software is made to focus on it. I feel betrayed as a customer. It's pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional."
7 years ago
Rion H.
CoFounder, 1205marketing.com
"I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also..." Read more
7 years ago
Administrator in Human Resources
"For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate."
7 years ago
Verified Reviewer
"Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user."
7 years ago
User in Entertainment
"It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software."
7 years ago
Verified Reviewer
"We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program."
7 years ago
Tim J.
Voice Over Artist / Owner, Tim Jackson VO LLC
"What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it. Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client project..." Read more
7 years ago
Michael V.
Owner, Pro-nounce®
"Seems to be plenty of functionality. There is a lot of reporting features, you can find any name any time, whether it's a Lead or Contact."
7 years ago
Verified Reviewer
"I like that it stores all the contact information for clients and links up the emails to those accounts."
7 years ago
Kyle M
"THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win."
7 years ago
Alejandro U.
Media, Casa de Libertad
"Integration with other apps, including Quickbooks. The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team! We used it with the staff at our church and it worked great! we had the free version for couple of years now until we upgraded. Truly it is a great app. Also it syncs with the..." Read more
7 years ago
Joe C.
Marketing Manager, ActionVFX
"I like that the software holds all of your contacts that you have encountered and helps keep you on track with tasks and keeping up with who you have or haven't contacted."
7 years ago
Administrator in Motion Pictures and Film
"Easy to keep track of different customers and automate emails."
7 years ago
Andrés S
"What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data."
7 years ago
Kaitlin M
"I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice."
7 years ago
Administrator in Civil Engineering
"Insightly is very user friendly, has awesome import and export features, great tutorials and support, and a lot of cool features!"
7 years ago
User in Facilities Services
"I like how it integrates with gmail which is what we use."
7 years ago
Whitney W
"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."
7 years ago
Administrator in Computer Software
"I like how it is simple to use, but flexible enough to customize for different pipeline models"
7 years ago
Susan B.
Digital Business and Marketing Consultant, SWBmedia
"Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well."
7 years ago
Ben M.
Co-founder, Rockfit Messaging
"Converting leads to contacts is easy and satisfying. The interface is logical and fast. I like the app."
7 years ago
Administrator in Information Technology and Services
"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."
7 years ago
Doug M
"Love that it's easy to use and free for up to 2 users! The new GMail integration makes this a real winner. Before then the sorting of e-mails was way too manual and a pain. Love the fact that there's also an iPhone app and the web version is great too!"
7 years ago
"I love how user friendly the interface is. There's no question about where to go or what to do when you're using the program, and for a lot of programs, that's a struggle just by itself! No, not here. Insightly really takes the guesswork out of where you go once you get into the nitty gritty of it all."
7 years ago