Capterra 
G2 
Ben A
Administrator in Staffing and Recruiting
"organizes my clients and can generate custom reports and lead sheets for sales"
8 years ago
Ron S.
Owner, WebWaves.ca
"Horrible Experience"
8 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
8 years ago
User in Wholesale
"Everything is in one spot. Organizations, Contacts, opportunities, projects, tasks,"
8 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."
8 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
8 years ago
Julio Cesar B
"Integrates with other solutions very quickly and easily"
8 years ago
Will C
"Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team."
8 years ago
Martino Z.
Managing Director, Quomeda
"null"
8 years ago
Elysha S.
Admissions Manager, CodeCraft School of Technology
"Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM."
8 years ago
emily f.
Business Development Specialist , Debut Development
"Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around."
8 years ago
Verified Reviewer
"Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate."
8 years ago
Jesse R.
Director of Fulfillment, 5 Stones Group
"I would recommend it for people who are not concerned about gmail integration. Full featured CRM with a great custom visual pipeline creator. Easy to use Support team is responsive."
8 years ago
Lee H.
Executive Assistant, Backswath Management Inc.
"It is very easy to use. I self taught myself how to use it within a few days. I like the ability to link the CRM to your emails so that correspondence with clients is automatically added to their profile."
8 years ago
Monique M.
Realtor, Springer Realty Group
"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
8 years ago
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
8 years ago
Jon B
"Integration into my gmail and linkedin accounts"
8 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."
8 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"
8 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
8 years ago
User in Computer Software
"I liked that it was simple to use at first. Easy to upload lists, as well."
8 years ago
Kritsada P.
Country Manager, GE Healthcare
"null"
8 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."
8 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!"
8 years ago
"input method is great easy to use, always updates properly"
8 years ago