Capterra 
G2 Verified Reviewer
Stephen T.
President, Stephen Taylor & Associates Ltd.
"I have used Insightly for a few years in my coaching/consulting business. I find it very easy to use and quite flexible. I particularly like the fact that it works seamlessly with Google for Business. Insightly has a project/case management function which I use for direct coaching. Works very well and links with Google Docs. Every year or so I try other ap..." Read more
7 years ago
Bonnie N.
Principle, B Noble Consulting
"Insightly provides a robust solution for small to mid-size business for an extremely affordable price. Support has been easy to work with and the how-tos have all worked on the first shot."
7 years ago
Tyler L
"I did like now the system was highly customizable and can be used across many different industries."
7 years ago
Shannon M.
EveryThing QuickBooks
"Insightly is easy to use and great for tasks and follow-ups. The biggest frustration is that it does not link to QB. This would be a next big step to make it a game changer."
7 years ago
Christie G.
Account Manager, BLKBX Creative Group
"We used this CRM for internal use as we organized and managed our client lists, projects, emails, and tasks. Our business is small but growing rapidly, and our client list grew exponentially within the last year - Insightly's system for tagging, it's icons, and it's organizational taxonomy was extremely helpful. That said, we didn't use all of its capabiliti..." Read more
7 years ago
Fahad F.
DeenTek Solutions
"We use Insightly to manage the sales leads and track various stages of a certain customer contract. It is a good tool for the job, but sometimes the setup becomes too complicated, specially for a nontechnical sales force, it could become unusable at some times. Overall, good features specially API integration from a web form."
7 years ago
Matt R.
Managing Director, Swiftward
"Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software pa..." Read more
7 years ago
Decebal B.
Operations Manager, Aventurio
"Because we are a small team we use the free version of the software. Is helpful if you would like to organize yourself and offer a lot of integrations like Gmail but I believe that is missing some features to be a complete product and not make you jump from a solution to another. E.g. I wish to be clear when you add a partner and a client and have the optio..." Read more
7 years ago
David K
"Great Functions but need to continue adding"
7 years ago
Michael S.
Owner, Groovy house handyman services
"I really needed a way to synchronize all my events keep track of clients... Overall inslightly is okay and much better than nothing but I've had some problems. The first thing that surprised me was that the web based Inslightly calendar does not synchronize with Inslightly app. I had a big problem composing an email and clicking out of it to get informati..." Read more
7 years ago
Tim B.
IC3
"We have been using Insightly for about a year. Its integration with gmail has been a big time saver and enhancement to our ability to track and respond to clients. It is easy to use and setup and its web based which means everyone has access to it and it requires no downloads or update on individual computers."
7 years ago
stephanie H.
VING (aka via680)
"The team at Insightly are great-responsive and professional. For us, Insightly just wasn't enough, so we moved on to another more integrated product. Good product to start with, though."
7 years ago
User in Marketing and Advertising
"I mainly use the task and project management tools"
7 years ago
Executive Sponsor in Consumer Electronics
"We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time."
7 years ago
Administrator in Health, Wellness and Fitness
"For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution."
7 years ago
Eric H
"It's cloud-based and it functions very well on all platforms I have used it on."
7 years ago
Megan E
"I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events."
7 years ago
Terri Z.
Owner, A Vermont Table Catering by Terri Ziter
"I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site..." Read more
7 years ago
Warren D
"I am a big advocate of setting up personalized pipelines or project work flows. Insightly makes it easy to setup multiple stages of a pipeline that get assigned to different individuals on the team based on the project stage. While the upfront time to setup these pipelines was a necessary investment, it prevented my team from being pigeonholed into an out-..." Read more
7 years ago
Michael W
"Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team."
7 years ago
Administrator in Non-Profit Organization Management
"I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time."
7 years ago
Cat M.
Partner, Matsuda & Associates LLC
"I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks..." Read more
7 years ago
Brett D.
Account Executive, SEMCO
"null"
7 years ago
Administrator in Information Services
"flexibility in creating fields; ability to upload excel files; notifications"
7 years ago
"I've used various other tools like Insightly and well, this is by far my favorite. It is so easy to use, has an attractive interface, and doesn't have too many complicated features. I would definitely say yes if anyone asked if they should use this tool."
7 years ago