Capterra 
G2 
870 reviews
4.4/5 average rating
Gabriel M
Scott R
"Being able to see all my work in one area and being able to choose what to sign off on from that same screen"
6 years ago
User in Market Research
"I love the kanban view and the fact that we've gotten all our team members contributing to it together. Following projects through to completion has been made much easier."
6 years ago
Consultant in Accounting
"ability to track multiple projects with multiple stages"
6 years ago
User in Professional Training & Coaching
"I like it because it is modern and easy to use CRM. The interface is friendly and intuitive. The software presents a wide variety of features to manage contacts, follow the sales process, manage tasks, schedule appointments with customers and view reports."
6 years ago
Tim M
"Insightly helps us to keep an eye on email marketing, calls, and stay in touch with our clients. Moreover, it is easy to use and you don’t need to have extra skills for it. The service is easy-to-use and it has a user-friendly interface. What is more, all information is saved and sound at software’s storage. It is great that app sends a notification, so you..." Read more
6 years ago
Administrator in Education Management
"It's a good learning tool. It's a functional system."
6 years ago
User in Facilities Services
"It is an effective tool to strengthen relationships with customers. The panel is striking and dynamic, the view of funnels and graphic reports increase the efficiency of our department since it allows us to obtain relevant data quickly. It is practical to share information about activities, deals, contacts, meetings, among others. It facilitates teamwork and..." Read more
7 years ago
Administrator in Architecture & Planning
"I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the traini..." Read more
7 years ago
Paul T
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
7 years ago
Administrator in Accounting
"I like that there is a free version to try before you buy. It also integrates well with Gsuite. Most importantly for our organization it has pipelines and activity sets to track workflow and auto create tasks for each step"
7 years ago
User in Information Technology and Services
"It is the ideal solution for our company as it automates the management of the sales process, from capturing leads to closing deals. Its system is intuitive and completely configurable, it allows us to manage the contact base seamlessly."
7 years ago
Stacy C
"It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us."
7 years ago
Akhil A
"Enjoyed using it was simple and helped me keep track of progress with my clients using their notes functions."
7 years ago
User in Information Technology and Services
"It is very easy to use. You can get onto Insightly and understand most of what it is going on. We can change and adapt the program to what we need to it do for our business. If we need to create more custom fields, more drop down options, or more tags. That is all possible and fairly easy to do. It also functions well with Google Mail so we can use our email..." Read more
7 years ago
Sophie D
"The facility for create a new project. I like the design and its easy to use. Its a good base and i have all my client"
7 years ago
JAIME E
"this software is very good because it allows us to easily make the sales processes of our company, these processes we do it in an optimal way, effective for its functions that support us to be a better company every day, it is very important to have it since It organizes our contacts, calls, corporate agenda that allows us to improve our operations within th..." Read more
7 years ago
ana d
"analyzing this software we realize that it is a solution that allows us to manage, identify and manage the relationship of our customers and collaborators; It is a system that will drive each of our company goals, starting with an effective organization of each of the processes, such as our contacts, real follow-ups of users, among others. It provides an int..." Read more
7 years ago
Agency in Marketing and Advertising
"The free plan is a bonus for small businesses just starting"
7 years ago
William M
"- Simple CRM that can be extended with custom fields. - You can integrate GMail with Insightly so your emails are saved to the platform. - A LOT easier to configure than Salesforce."
7 years ago
Steve L
"The price is right, at just $20 per month per user, and it's generally very easy to use. For a smaller organization (sales staff of two), it does everything we need and more"
7 years ago
User in Publishing
"I like that they help track projects, opportunities, and contacts. The interface enables me to easily manage tasks, especially with its project dashboard."
7 years ago
User in Internet
"Ease of use. Very simple and set up time did not take long compared to some of the larger CRM giants. Great for the small business world."
7 years ago
User in Textiles
"I like the task page the best. I can assign tasks to a sales rep and then I can see when it's complete. I also like that the tasks are public to everyone"
7 years ago
Devin M
"Insigfhtly makes it easy to import and export leads and files. It also does some report generation making it easier to visualize numerics."
7 years ago
"Some of the features I like most about Insightly are its pipelines, activity sets, and Insightly's channeling feature, which helps all players involved know exactly what to do and when. These features have helped us most to manage the various customers we have at different stages of compliance and keep all our marketing processes under control."
6 years ago