Capterra 
G2 Kingsley I
Patti T.
Sales Rep, garmentprinter.com
"Seems to be geared toward "groups, projects, events". I am a salesperson, not a member of a project. I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes a..." Read more
8 years ago
Catherine T.
Special projects, Hoboken dual language charter school
"Free version worth trying out, if you're on the fence. The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side. It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, yo..." Read more
8 years ago
Adam M.
Business Development, SEMCO
"Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. I would mainly use the system for staying on top of tasks and project management. The only downside compared to other CRMs is the email function, which I found to be limited."
8 years ago
Dave R.
"We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it."
8 years ago
Jason S.
Zanasi USA
"Insightly is a very easy to use, easy to migrate cloud based solution for small to medium sized businesses. Learning the system is a snap and the project feature is a nice value added addition to your team."
8 years ago
Jake D
"I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates."
8 years ago
Carol E.
CEO, The Medicare Maven
"I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped."
8 years ago
Agency in Marketing and Advertising
"The free edition is very usable for small teams."
8 years ago
Alice F
"The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact) straight from my G-Suite em..." Read more
8 years ago
Michael K.
Grand Marketing
"Made the switch to a competitor mostly due to cost difference. Small business with limited funds. It is good functional software but the competitor was slightly better."
8 years ago
Niamh L
"I like the cost - it's free! That's hard to beat. There is also lots of webinars available and good customer service to ask questions."
8 years ago
Martin G.
Senior Operations Engineer, BN.com | NOOK Media
"null"
8 years ago
Administrator in Textiles
"Being able to see our database grow, funneling from our website."
8 years ago
Pamella H
"The ease and intuitiveness. It feels like the way my brain organizes things and now my connections are out of my head and onto "paper.""
8 years ago
Audree L
"The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportuni..." Read more
8 years ago
Tamara N
"Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer..." Read more
8 years ago
Thaddeus R
"It's simple and very easy to get started. Just avoid putting too much info into the system untill you're sure you can overcome its weaknesses."
8 years ago
User in Management Consulting
"Tracks leads and projects through all the phases."
8 years ago
Leticia A.
Gerente Estratégica Marketing y Comercial, Daivers Promos
"null"
8 years ago
Emiliano B.
"null"
8 years ago
Ronnie H.
Account Specialist, Sykes Enterprises, Inc.
"null"
8 years ago
User in Marketing and Advertising
"Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents."
8 years ago
Chuck B.
Business and Personal Insurance Advisor, American National Insurance
"null"
8 years ago
Dipali D.
zakipoint Health
"It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing a..." Read more
8 years ago
"I have been using insightly for a more than two years now. It was my introduction to CRM. I like the simplicity and ease of integration with other apps. project Managment, ease of use and reliablity, Free and Trial version which lets you try out the app and also best for small business owners to get full grasps of CRM for the first time. extensive knowledge..." Read more
8 years ago