Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
John B.
Principal, Treadwell LLC
"It successfully organizes our sales opportunities and successes. That's the most important thing. The report writer is basic, but very functional. I enjoy how simple it is to connect different records together."
6 years ago
Eric P.
IT Manager, Bosch USA
"The interface is really very nice. It's well designed which makes it easy to use the software. I like the availability of lots of videos that helps to train users on how to use the product. There are lots of integration options with third party tools. I also like the ability to easily customize the products to suit one's needs."
6 years ago
Jenna M.
Communications Manager, International Relief Teams
"Overall Insightly is an affordable CRM that is intuitive to use (for its most basic features) but also has a slightly steeper learning curve to truly grasp all of its capabilities."
6 years ago
Verified Reviewer
"Very usefull and easy to custom for our own needs"
6 years ago
Jerssie B.
Warehouse Manager, IBG group of Companies
"this app are very helpful in doing CRM in businesses. It managing projects in easiest way. I like the real time task features, with that, it allows the owner to track reports in time. Cool!"
6 years ago
David K.
General Manager, iCan Storage
"I like the product, been using it for 3 years, but dislike the search interface and functionality and lack of phone support."
6 years ago
Andrew O.
Owner/Creative Marketing Director, Media Smart
"null"
6 years ago
Verified Reviewer
"Overall, Insightly has been a pleasure to work with. I use this with a smaller team so it's been easy to start-up and run with. I have some concerns about our business "outgrowing" it but hopefully it grows alongside us!"
6 years ago
Verified Reviewer
"It is an awesome method of maintaining the Vendors database. It can also be searched very easily."
6 years ago
Stephanie S.
Quality Assurance Officer, Manufacturing Company
"Great app for me! it is manageable in doing tracking contacts, clients, documents and many more. And with this, you can collaborate with other application that is common online to make your work easy and faster."
6 years ago
Lucinda H.
Freelance Writer, Self Employed
"I like that you can have two users for free. It's a great solution for small businesses that need capital for other things."
6 years ago
Verified Reviewer
"Their Gmail integration is how I started using them, really liked the look and feel of it. Not having a contact limitation is definitely nice, but the pricing is also medium range with it."
6 years ago
Adam G.
Associate Account Manager, Five Blocks Inc.
"Good program for what it is supposed to do but there si not much in way of extra features."
6 years ago
Jessica d.
"I love this app. I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."
6 years ago
Verified Reviewer
"It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform."
6 years ago
Jackie P.
Executive Director, Brazos Valley Center for Independent Living
"Easy user interface The InSightly University provides lots of quick, well made instructional videos Free for a limited number of users Great for tracking grants, related documents, & timelines"
6 years ago
Kyle B.
Major Account Manager, Computer Software
"This was a great tool for me to use while working with my consulting company. I was able to quickly log potential customers in the system and determine what actions I wanted to take on an automated follow-up schedule. The app was very helpful and thoughtfully designed!"
6 years ago
Narasimhan (Nari) S.
Chemical Engineer, National Energy Technology Laboratory
"Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out."
6 years ago
Tierra B.
"The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list."
6 years ago
Margaret M.
Sales Manager, Flooring USA & VHR
"I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications"
6 years ago
Stavros L.
CTO, Pobuca
"It's fast and covers all basic functions of a CRM system"
6 years ago
Kevin H.
Chief Executive Officer, Billingsley Printing
"I really wanted this to be the way we captured customer data but the lack of a native method to integrate with QuickBooks was a deal breaker in the end. It positions itswlf as being able to do so but it doesn't mention that other companies software is required and it'll cost more. Full disclosure: We moved on to a different all in one solution from DocketMa..." Read more
6 years ago
Jack D.
"null"
6 years ago
Joe G.
Church Communications Training, ChurchTrain.uk
"There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features."
6 years ago
"Insightly is a really cool CRM that I mostly used as a secondary database to maintain a list of Key Contacts for our organization. The link feature is great when you want to make sure you are keeping track of connections and know who to contact when you want to reach certain targets. Being able to bcc an email and log your communications is really handy, too..." Read more
6 years ago