Capterra 
G2 EY T.
Executive Assistant, SLRP
Administrator in Information Technology and Services
"I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources."
8 years ago
Nick G.
Business IT, Infrastructure, Cloud and Virtualisation Consultant, icteq Ltd
"null"
8 years ago
Rosey S.
Marketing director , Non-Surgical Orthopaedics
"Our company had been looking for a good CRM software for a while. We tried multiple platforms and then came across Insightly. It is compatible with pirates Google email accounts and it was so easy to get started. So far loving it."
8 years ago
Kevin H.
President, Ascent Management Consulting
"In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities."
8 years ago
Arnold W.
CEO, Non-Surgical Orthopaedics, P.C.
"We are using Insightly to organize our business contacts and manage day to day marketing activity. We are just getting to know the platform but have found it to be user friendly and helpful to organize tasks."
8 years ago
Paul G.
Partner, Triumvirate Content Consultants
"Insightly has a customer service that is responsive. The tools are intuitive. Reporting could be better. Intuitive, pretty robust set of tools."
8 years ago
Iain M.
COO and Technical Director, Intuitus Limited
"This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Goog..." Read more
8 years ago
Thomas E.
Founder, Custom Programming Unlimited, LLC
"After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years..." Read more
8 years ago
Kat L
"The ease of use. I was up and running in minutes and had my clients loaded, their projects listed, and milestones assigned within a day. I had done a good bit of research before I chose a CRM since I do understand the pain of conversion to another system. A free option is always good but I did consider paid products as well. Insightly fit the bill on all m..." Read more
8 years ago
Kevin G.
President, Gainey Enterprises, Inc.
"We have used Insightly in our business for the past year. It allows us to maintain an easy workflow without being too process heavy. Some systems try to force you to do too much and you spend more time setting them up than communicating with your prospects and clients. We have not discovered any bugs or issues. The software works as we expect it to. We like..." Read more
8 years ago
Melissa L.
Behaviour Analyst, Social Edge Training for Life
"On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the '..." Read more
8 years ago
Barb M.
Community Wellness Coordinator, Inver Grove Chiropractic
"I have been using this product for about 6 months. I am not all together sure how to best use this product. I am an individual user who does marketing for a small health education clinic."
8 years ago
User in Real Estate
"My favorite part about insightly is the ability to keep my professional contacts in one central location without taking up precious storage on my phone."
8 years ago
Uchenna O.
Owner, ODS
"I used insightly to get an initial push of emails out to about 500 people. Works well but has several glitches. For example, my company logo didn't show up at all in any of the emails that got sent out. Their analytics is also poor. There was no way to filter which emails had been read, who specifically opened them, and which link they specifically clic..." Read more
8 years ago
Verified Reviewer
"we use it for our small business and it works great! Been using it for 3 years, and still happy with our choice, it is nice to see all the added features regularly!"
8 years ago
Donald J.
Sales Manager, CITE Computer Services
"The software has been easy to configure, and its built in preconfigured capabilities are a good solution to get started with managing a sales CRM solution"
8 years ago
Steve H.
Vice President, Noble Consulting Services, Inc.
"We use currently use Insightly to manage our contacts, notes and tasks. We consider these our basic, high priority items. Insightly handles these in a straightforward, easy to use and easy to implement manner. We also believe the learning curve is manageable and that Insightly is a cost effective choice for basic CRM. We use both the desktop and mobile a..." Read more
8 years ago
Guntis C.
Founder, CEO, Walmoo
"null"
8 years ago
Erik W.
Operations Manager, ClickHome Construction Software
"null"
8 years ago
Matthew A.
CEO, Comprehensive Web Designs
"Very easy to use. Love the product for my business"
8 years ago
Greg C.
Director of Sales, GAM Industries
"Easy to use interface, little learning curve, some nice features"
8 years ago
Charles C.
Account Manager, Akers Packaging Solutions
"I personally like the ease of use. The us r interface is very user friendly with the info that you use at your finger tips. Also the mobile app is the best I have ever used."
8 years ago
Pete B
"The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization) from within GMail is extremely easy."
8 years ago
Clayton J.
"Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. W..." Read more
8 years ago
"As the administrator for a very small company that was looking for mainly a contact management system, I received much more. I am truly happy with my decision thus far as a result of the ease of use and value."
8 years ago