Capterra 
G2 Verified Reviewer
User in Legal Services
"I like that one is able to move from one page to another and using the notes is helpful for this line of business."
6 years ago
Verified Reviewer
"Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing."
6 years ago
Linda P
"I enjoy how I may easily compose emails, check notes, verify info, and see when my emails have recently been read on Insightly. Is actually all right there in addition to I may easily create web templates that insert the consumers name when just mailing out the template. Is actually absolutely fantastic! Also, realizing the percentage rate regarding my email..." Read more
6 years ago
Bartholomew G.
Sales and Marketing Manager, Sigenics Inc.
"Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero."
6 years ago
Verified Reviewer
"Great for tracking and progressing sales opportunities and general business development. The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modu..." Read more
6 years ago
Marjan J.
Director of Operations, Just Pure Water Products Inc.
"The user interface looks good and they have a free plan. We were grandfathered into an old plan which was great."
6 years ago
Consultant in Consumer Goods
"most features are easy to navigate and easy to follow"
6 years ago
Silke B
"I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not..." Read more
6 years ago
User in Professional Training & Coaching
"It's free. It holds a lot of great information and has good connectivity with other apps. The email integration. The deals and opportunities tracking."
6 years ago
Shelley H.
Marketing Manager, Town and Mountain Realty
"I like that there is a free version and that it can connect with a ton of other programs and apps that can help you along the way."
6 years ago
Verified Reviewer
"Integrates with Office 365, Gmail, Slack, Mailchimp, and QuickBooks fairly seamlessly, and has many more integrations as well depending on which programs you're already using. The mobile app has a great UI and pulls data from a variety of sources (your contacts, emails, and so many more) so you really have one true source of data and aren't duplicating anyth..." Read more
6 years ago
McKenna M
"I like that it saves all my previous communications with my leads."
6 years ago
User in Consumer Electronics
"Having all the contact details is really good"
6 years ago
Paul G.
Infrastructure Consultant, iSYSTEMS Integration Ltd
"null"
6 years ago
Arpan S
"As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful."
6 years ago
Administrator in Human Resources
"It has the ability to save email directly from Gmail"
6 years ago
John J.
Manufacturing
"Insightly is incredibly easy to set up and implement for a small team. The ability to combine CRM and Project Management is very useful."
6 years ago
Administrator in Marketing and Advertising
"pricing/easy of use i have really enjoyed it"
6 years ago
User in Public Safety
"The filter allowed me to look at different groups easily. I can find notes, contact info, and history quickly."
6 years ago
User in Public Relations and Communications
"Uncluttered, familiar look and feel. Fully cloud based."
6 years ago
John L.
Business Dev and Marketing Manager, Loberg Construction
"Customer isn't first in a company who's software is made to focus on it. I feel betrayed as a customer. It's pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional."
7 years ago
Verified Reviewer
"Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user."
7 years ago
Michael V.
Owner, Pro-nounce®
"Seems to be plenty of functionality. There is a lot of reporting features, you can find any name any time, whether it's a Lead or Contact."
7 years ago
Verified Reviewer
"I like that it stores all the contact information for clients and links up the emails to those accounts."
7 years ago
"I liked that it held all my contacts in one place but that's about it. It just wasn't right for my needs."
6 years ago