Capterra 
G2 Administrator in Marketing and Advertising
Rachelle S.
Director of Operations, Strategic Marketing Solutions
"I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two..." Read more
8 years ago
Administrator in Financial Services
"Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving th..." Read more
8 years ago
Brian B.
General Manager, Buzz Brite Cleaning Solutions
"Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions."
8 years ago
Administrator in Publishing
"I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company."
8 years ago
Vince K.
Owner, Hear Here
"We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who c..." Read more
8 years ago
Lea W.
GLD
"Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!"
8 years ago
Austin R.
Director of Marketing, The Voice Newspaper
"Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades."
8 years ago
Hannah H.
Director of Operations, David's Harp Foundation
"I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze."
8 years ago
User in Staffing and Recruiting
"Using this tool is convenient for our team as we can information store and share in a consistent basis"
8 years ago
Robby M
"It was easy to get started. Probably one of the more user-friendly applications."
8 years ago
Carrie K
"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."
8 years ago
Kristina S.
Owner, Language Wonderland
"Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized. Easy to use and very intuitive."
8 years ago
User in Facilities Services
"the opportunity to use it free before paying for it"
8 years ago
Seth W
"It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well."
8 years ago
User in Financial Services
"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."
8 years ago
Toni C.
President, SENIOR EXPO UTAH
"I found this to be too complicated and time-consuming to utilize with other software. Since our major software is for invoicing and processing payments the Inslightly program just did stack up to our expectations."
8 years ago
Administrator in Public Policy
"Linking feature to capture relationships between our supporters and their Members of Congress."
8 years ago
Joshua D.
1221 Consulting
"While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point."
8 years ago
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
8 years ago
laura c.
Next Insurance
"Using product as our lead generator and replacement for contacts instead of Outlook. Satellite office in Israel so sharing contacts real time."
8 years ago
John C.
Owner, OADLTD, LLC
"Really like Insightly, but would like to see 'built-in' email functions. I use Insightly for Gmail extension, so I can do may Insightly functions from Gmail. This works well & offers most aspects of working directly from Insightly."
8 years ago
Suzanne V.
HR Coordinator , Iron horse brewery
"Our company used nightly for about a year. It helped us keep projects organized by allowing us to outline the steps, assign people to tasks, and send automatic reminders."
8 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
8 years ago
Administrator in Real Estate
"While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form."
8 years ago
"It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives."
8 years ago