Capterra 
G2 Amelia B.
President, Exposure Skate
User in Renewables & Environment
"I love that Insightly automatically connects people and organizations and allows you to add files and emails as well as gives you a heads up if there is an existing contact with the same information."
7 years ago
Christine S
"I like how easy it is to add new contacts and organizations and search through them for what I am looking for at any given moment. The ability to look up someone's phone number on my mobile phone and call them couldn't be more convenient. The reporting tools are also useful for tracking progress on deals/transactions/sales"
7 years ago
User in Biotechnology
"interaction with other systems, email sending creates contacts, excel extractables."
7 years ago
User in International Trade and Development
"Great possibility to give tasks to more users, and copy to myself.! Easy follow up all activities with clients, prospects...."
7 years ago
Administrator in Hospitality
"I like how insightly is very user friendly. Any questions I asked were answered quickly and thoroughly. The new communications webinar are helpful."
7 years ago
Administrator in Medical Devices
"Insightly is extremely user friendly and easy to use. The onboarding process was a breeze."
7 years ago
Executive Sponsor in Information Technology and Services
"You don't need to pay for any adjustment and everyone is able to do it from your company"
7 years ago
User in Hospitality
"Most useful to me is capturing important emails and attaching them to contacts or creating a new contact and organization."
7 years ago
Administrator in Automotive
"Ease of use. From the web to the app, it's very intuitive."
7 years ago
Dr. Jason G
"the way you can automatically track attach an email to an insightly contact via the unique insightly bbc: email"
7 years ago
Anissa B
"What I like the best about Insightly is that I can see if and when an email was opened and any links/attachments. I love being able to create email templates so I don't have to type a full email. Insightly's app helps me to respond to leads in a timely manner by sending me notifications while on the go. I also love being able to check off each task for my..." Read more
7 years ago
Tina V
"The best feature of Insightly has to be the tagging feature - intuitive & simple to implement. Many of our contacts provide little information, so being able to describe them & categorise them via tags allows us to pull up relevant contacts with a few clicks."
7 years ago
Adam H
"I love the ability to interconnect records"
7 years ago
Tania H
"Easy user interface, support team are quick to address issues and the insightly team listens to the needs of the clients to implement new features."
7 years ago
Jeannie N
"All of my CC contacts are in one places. I know when I contacted them last and where I am on the pipeline with everyone."
7 years ago
Administrator in Health, Wellness and Fitness
"I really like Insightly. The activity sets are a huge time saver and great tool."
7 years ago
User in Marketing and Advertising
"It is a very simple, easy to use platform to keep me on track."
7 years ago
User in Program Development
"It is easy to use and navigate. It replaced multiple other systems we were using into one place. It is very convenient and easy for our whole team to communicate and track projects, leads, and contacts."
7 years ago
User in Real Estate
"I liked the reports feature. Although there are some issues, it worked relatively well."
7 years ago
User in Individual & Family Services
"Insightly's Task and CRM integration is superior to the other program I've used - being able to call up emails sent while looking at a task is of great benefit"
7 years ago
Administrator in Facilities Services
"El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads."
7 years ago
User in Security and Investigations
"I like the flow of how you can easily link and search accounts, customers and opportunities."
7 years ago
Administrator in Marketing and Advertising
"I love how it connects to G-Suite and my calendar."
7 years ago
User in Design
"I like insightly because the interface was easy for me to understand and use on a daily basis. I also love the iPhone app. I can access my clients information while on the go!"
7 years ago
"It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM."
7 years ago