Capterra 
G2 Hannah H.
Director of Operations, David's Harp Foundation
User in Staffing and Recruiting
"Using this tool is convenient for our team as we can information store and share in a consistent basis"
7 years ago
Robby M
"It was easy to get started. Probably one of the more user-friendly applications."
7 years ago
Carrie K
"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."
7 years ago
Kristina S.
Owner, Language Wonderland
"Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized. Easy to use and very intuitive."
7 years ago
User in Facilities Services
"the opportunity to use it free before paying for it"
7 years ago
Seth W
"It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well."
7 years ago
User in Financial Services
"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."
7 years ago
Toni C.
President, SENIOR EXPO UTAH
"I found this to be too complicated and time-consuming to utilize with other software. Since our major software is for invoicing and processing payments the Inslightly program just did stack up to our expectations."
7 years ago
Administrator in Public Policy
"Linking feature to capture relationships between our supporters and their Members of Congress."
7 years ago
Joshua D.
1221 Consulting
"While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point."
7 years ago
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
7 years ago
laura c.
Next Insurance
"Using product as our lead generator and replacement for contacts instead of Outlook. Satellite office in Israel so sharing contacts real time."
7 years ago
John C.
Owner, OADLTD, LLC
"Really like Insightly, but would like to see 'built-in' email functions. I use Insightly for Gmail extension, so I can do may Insightly functions from Gmail. This works well & offers most aspects of working directly from Insightly."
7 years ago
Suzanne V.
HR Coordinator , Iron horse brewery
"Our company used nightly for about a year. It helped us keep projects organized by allowing us to outline the steps, assign people to tasks, and send automatic reminders."
7 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
7 years ago
Administrator in Real Estate
"While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form."
7 years ago
Vincent S.
Head of EU Mobile Strategy (SME & CX), Samsung Mobile
"null"
7 years ago
Jennifer L.
CEO, Decisions Oriented Inc
"I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks. Most of its features are free for up to two users. We use it for Resume Management, Proposal Management, and HR functions as well as all of the customer management. When we get more employees I would not hesitate for a second to pay for a full subscription. The..." Read more
7 years ago
Erika J
"Very easy to use and a lot of features available to expand. It keeps us organized and everyone can see what is happening at anytime. They have a mobile app which is great for on the go. A lot of times I am out in the field and need to get ahold of a customer and the CRM on the mobile app is great and very easy to use."
7 years ago
Stacy V
"Very easy to use and meets the challenging requirements and limited budgets of small business."
7 years ago
User in Real Estate
"Areas for all business management - leads, opportunities, projects."
7 years ago
Consultant in Hospital & Health Care
"I like that I am able to share information seamlessly with my team. I am able to task information to others, share notes, and collaborate to complete projects."
7 years ago
Tim C
"Seemless integration with GMail client. Solid Mobile Android app that allows full access to records. Very strong free-form tagging and linking system. Social media integration with client records. Reasonable opportunity management."
7 years ago
Olayide S.
Accountant, American Airsea Cargo Limited
"This is a very good Sales executive/Customers management software application that simplifies and integrates daily workflow."
7 years ago
"I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze."
7 years ago