Capterra 
G2 Agency in Marketing and Advertising
Alice F
"The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact) straight from my G-Suite em..." Read more
7 years ago
Michael K.
Grand Marketing
"Made the switch to a competitor mostly due to cost difference. Small business with limited funds. It is good functional software but the competitor was slightly better."
7 years ago
Niamh L
"I like the cost - it's free! That's hard to beat. There is also lots of webinars available and good customer service to ask questions."
7 years ago
Martin G.
Senior Operations Engineer, BN.com | NOOK Media
"null"
7 years ago
Administrator in Textiles
"Being able to see our database grow, funneling from our website."
7 years ago
Pamella H
"The ease and intuitiveness. It feels like the way my brain organizes things and now my connections are out of my head and onto "paper.""
7 years ago
Audree L
"The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportuni..." Read more
7 years ago
Tamara N
"Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer..." Read more
7 years ago
Thaddeus R
"It's simple and very easy to get started. Just avoid putting too much info into the system untill you're sure you can overcome its weaknesses."
7 years ago
User in Management Consulting
"Tracks leads and projects through all the phases."
7 years ago
Leticia A.
Gerente Estratégica Marketing y Comercial, Daivers Promos
"null"
7 years ago
Emiliano B.
"null"
7 years ago
Ronnie H.
Account Specialist, Sykes Enterprises, Inc.
"null"
7 years ago
User in Marketing and Advertising
"Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents."
7 years ago
Chuck B.
Business and Personal Insurance Advisor, American National Insurance
"null"
7 years ago
Dipali D.
zakipoint Health
"It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing a..." Read more
7 years ago
Administrator in Marketing and Advertising
"It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives."
7 years ago
Rachelle S.
Director of Operations, Strategic Marketing Solutions
"I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two..." Read more
7 years ago
Administrator in Financial Services
"Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving th..." Read more
7 years ago
Brian B.
General Manager, Buzz Brite Cleaning Solutions
"Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions."
7 years ago
Administrator in Publishing
"I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company."
7 years ago
Vince K.
Owner, Hear Here
"We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who c..." Read more
7 years ago
Lea W.
GLD
"Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!"
7 years ago
Austin R.
Director of Marketing, The Voice Newspaper
"Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades."
7 years ago
"The free edition is very usable for small teams."
7 years ago