Capterra 
G2 Matt G.
President, Next Act Franchise Advisors
User in Staffing and Recruiting
"Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple."
7 years ago
User in Real Estate
"Allows me to manage customer relations with such each."
7 years ago
User in Marketing and Advertising
"I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."
7 years ago
User in Consumer Electronics
"Easy to navigate and has a lot of features that are worthwhile."
7 years ago
Jaime S
"Intuitive, easy to use interface. A decent level of customization available and good canned reporting options."
7 years ago
Tracy R.
VP Sales & Marketing, Keystone Certifications Inc.
"Simple to download contact information into database and excellent data relation between contacts, leads and opportunities. Outlook add-in makes database tracking of emails virtually automatic."
7 years ago
Scott A.
Account managers , Rust automation and controls
"The ability to access my entire CRM through my smart phone. Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports."
7 years ago
User in Education Management
"It's easy to use, great free version, can import/export excel contacts spreadsheet, set us reminders, pipelines etc.."
7 years ago
Verified Reviewer
"Strange import & Instant Gmail Issues"
7 years ago
Laura C.
"null"
7 years ago
Administrator in Industrial Automation
"We really like how easy it is to use and manage Insighly. The company is very easy to work with as well."
7 years ago
Administrator in Marketing and Advertising
"I love the layout of Insightly, I can see where emails are or where we are at on a project. Also, emails CAN be linked to one another and projects to know where communication is. Additionally, I appreciated how I could create our own work flows and visually see the progress. This was handy to quick take a look at what needed to be done next."
7 years ago
Tara R
"I love how I can easily write emails, check notes, check info, and see if my emails have been read on Insightly. It's all right there and I can easily create templates that insert the customers name when just sending out the template. It's absolutely fantastic! Also, knowing the percentage rate of my emails being opened if a good feature. And it tells me whe..." Read more
7 years ago
jaclyn w.
marketing manager, clutch design
"Great price for product and user friendly. I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."
7 years ago
Administrator in Printing
"Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze."
7 years ago
User in Hospital & Health Care
"Easy to navigate from task to task. Love that it puts everything in a chronological order so that I can see what needs to be done and whats coming up."
7 years ago
Administrator in Non-Profit Organization Management
"Insightly has all the features of a standard CRM for businesses and non profit organisations. It allows to track leads, client journeys, report on activity and money made."
7 years ago
Ben A
"input method is great easy to use, always updates properly"
7 years ago
Administrator in Staffing and Recruiting
"organizes my clients and can generate custom reports and lead sheets for sales"
7 years ago
Ron S.
Owner, WebWaves.ca
"Horrible Experience"
7 years ago
User in Marketing and Advertising
"I like that Insightly is very straightforward, while still being customizable to your needs. Our company doesn't require all the bells and whistles that other tools have (we're a mid-size company, so it's not necessary), so Insightly has the main, critical pieces that you need for proceeding with client relationships and sales - easy Opportunities area, a pl..." Read more
7 years ago
User in Wholesale
"Everything is in one spot. Organizations, Contacts, opportunities, projects, tasks,"
7 years ago
Vincent N
"Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful."
7 years ago
Daniel V.
Business Expert, ShopVOX
"The price point and ability in this software is increadible. This is a very complete CRM. I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though..." Read more
7 years ago
"You can build a series of template email and schedule them to be sent based on the date you enter a new contact"
7 years ago