Capterra 
G2 Monique M.
Realtor, Springer Realty Group
Erik H.
Owner/Managing Member, Maven's Connections
"Helps us to better manage our business, from contacts to opportunities. Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly im..." Read more
7 years ago
Jon B
"Integration into my gmail and linkedin accounts"
7 years ago
Brad E.
"Insightly has a great feature-set that covers customer relationship management, project management, and reporting. Very well rounded and balanced app that could meet the needs for teams with relatively simple projects and services."
7 years ago
Agency in Non-Profit Organization Management
"Insightly was very user-friendly and easy to navigate. I loved how easy setup was and that it had a lot of great features. Would definitely use again"
7 years ago
Bruce H
"Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create..." Read more
7 years ago
User in Computer Software
"I liked that it was simple to use at first. Easy to upload lists, as well."
7 years ago
Kritsada P.
Country Manager, GE Healthcare
"null"
7 years ago
Megan W.
Freelance Writer, LocutusHealth
"Tracking the best opportunities to grow my business. It's pretty simple to get started. The concepts are relatively straightforward and the interface is smooth, so getting your contacts entered (or even uploaded) is easy."
7 years ago
Dawn B.
Broker Consultant, RLT Private Capital, LLC
"It keeps me in contact with my customers. I can follow up with them and all activity is logged automatically. It makes keeping a record of my contacts easy!"
7 years ago
Austin M.
Director of Services, Centercode
"I like that most of the features are relatively easy to use and customize. Our organization uses this software for both CRM and project management."
7 years ago
Joshua M
"-easy interface -simple but effective companion app -merges well with other programs"
7 years ago
Brendan C
"I liked how easy it was to email my customers at once and keep them organized."
7 years ago
Carrie P.
"null"
7 years ago
Administrator in Information Technology and Services
"The platform is easily configurable. Just watch the webinars and post on the message board if you have more questions."
7 years ago
David P.
Executive Constultant, Fortnum Private Wealth
"Excellent product and installed across the business in under 6 weeks fully implementation. Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help"
7 years ago
Administrator in Marketing and Advertising
"ability to connect contacts to various projects"
7 years ago
Kingsley I
"I have been using insightly for a more than two years now. It was my introduction to CRM. I like the simplicity and ease of integration with other apps. project Managment, ease of use and reliablity, Free and Trial version which lets you try out the app and also best for small business owners to get full grasps of CRM for the first time. extensive knowledge..." Read more
7 years ago
Patti T.
Sales Rep, garmentprinter.com
"Seems to be geared toward "groups, projects, events". I am a salesperson, not a member of a project. I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes a..." Read more
7 years ago
Catherine T.
Special projects, Hoboken dual language charter school
"Free version worth trying out, if you're on the fence. The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side. It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, yo..." Read more
7 years ago
Adam M.
Business Development, SEMCO
"Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. I would mainly use the system for staying on top of tasks and project management. The only downside compared to other CRMs is the email function, which I found to be limited."
7 years ago
Dave R.
"We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it."
7 years ago
Jason S.
Zanasi USA
"Insightly is a very easy to use, easy to migrate cloud based solution for small to medium sized businesses. Learning the system is a snap and the project feature is a nice value added addition to your team."
7 years ago
Jake D
"I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates."
7 years ago
Carol E.
CEO, The Medicare Maven
"I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped."
7 years ago
"Better organization & information at my fingertips. This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines. I can set reminders to be emailed to me. Tasks can be generated automatically. Files & notes can be added, so everything concerning a property is easily accessible. Plus, multiple..." Read more
7 years ago