Capterra 
G2 User in Telecommunications
Gary E S
"It is a easy, intuitive package that seems that it was developed for the Real Estate industry."
7 years ago
Jennifer L
"First of all, I did not know what a CRM tool was. Insightly's free plan for two users was probably the best thing they could have done get us interested in the CRM tools."
7 years ago
John P
"Simply to use, good Outlook integration, low price. Very flexible and customisable."
7 years ago
Kate B
"The connectivity of insightly records is a huge benefit. The real world works in strange circular ways, and the flexibility to tag any contact, project, opportunity, organisation etc on to a record is extremely valuable."
7 years ago
Nithya B.
IT Consultant, Prescio Consulting
"Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks."
7 years ago
Agency in Marketing and Advertising
"I love your integrations and features, the facilities with which I have to carry out actions that were once rather boring. I love Insightly !!!"
7 years ago
Administrator in Internet
"I love the google integration of inisghtly. It is built on top of email and it is very easy to sync my emails without any effort at all. Their overall organizational scheme is also excellent and very easy for me to teach to new users in our organization. PS their video tutorials also should be highlighted as being excellently produced."
7 years ago
User in Music
"Insightly has a good user interface that makes it easy to use."
7 years ago
User in Marketing and Advertising
"Easy to use. Love that it has a phone app."
7 years ago
User in Information Technology and Services
"Being able to track progress and see the connections within contacts and organizations."
7 years ago
Administrator in Construction
"Simplicity, customization, price. The best part is I can afford it which is great for a startup. I all so really life the project management screen."
7 years ago
Administrator in Construction
"Very easy to set-up, navagate & customize. Very user friendly"
7 years ago
Melissa C
"Love being able to use it to track my leads, convert them into potential sales, track where they`re at in our sales process and then continue on with project management once they sign off on their quote. The activity sets allow us to keep track of everything efficiently and pipelines give us a snapshot instantly of where we`re at and what we`re waiting on to..." Read more
7 years ago
Matt R
"Simply put, Insightly just works. It's a fantastic way to monitor your sales pipeline as well as manage on-going clients and other projects. I have implemented this software for my event/party band -- managing both potential clients and all of the details from contract to event day. I have also implemented this software for my wife's tutoring business --..." Read more
7 years ago
Dustin P
"The automation - I foward an email to insightly and the rest is taken care of. If the contact doesn't exist, they are created. If the company doesn't exist, it is created. Everything is linked together - so it is always at your fingertips."
7 years ago
Lawrence L
"The ability to email out and see some of the metrics of the emails and insightly capture info when you input it in. The administrative tools are very simple and straight forward as well."
7 years ago
Ben B
"In short, Insightly is really really good at CRM. Sounds like a strange comment potentially, but it is easy enough so anyone can use it, and it is "free style" enough so you can capture all the data you need. So yes, you should fill out a contact, connect to a company and raise a opportunity, but the system will allow you to just raise the opportunity and..." Read more
7 years ago
Kevin S
"The ease of getting information from Insightly my phone or computer. The ease of entering information into Insightly. The ability to set targets and goals and to track my progress. Insightly makes it easy to classify and group organizations and contacts in to workable groups."
7 years ago
Administrator in Market Research
"The ability to create a rudimentary Sales funnel."
7 years ago
User in Marketing and Advertising
"Ability to customize colors. Functions as a CRM."
7 years ago
Tom C.
Co Founder, 3D Source
"Some more sophistication to go on their pandadoc integration but overall pretty happy with Insightly. Easy, mobile, integrations, email integration."
8 years ago
User in Internet
"I use Insightly to manage contacts and email templates. Insightly is not a beautiful tool, but it does what I need fairly well. Adding and searching for contacts is easy. The email templates are nice, and Insightly reports delivery, open rate, and click rate statistics, which is essential. I don't use the tasks or projects tabs because I use dedicated tools..." Read more
8 years ago
Madison H
"Easy to add conversations and save contacts right from my email conversation."
8 years ago
Lex M.
Sales and Marketing Associate, AutoMon
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8 years ago
"The ease of use. When I enter a new client record it is very easy to do."
7 years ago