Capterra 
G2 Elizabeth S.
Freelance Art Director, Freelance (self-employed)
Administrator in Marketing and Advertising
"It's supper intuitive and easy to use. You don't need a programming / coding background. You can use it as much as you need."
3 years ago
User in Electrical/Electronic Manufacturing
"Insightly CRM is a software designed to manage relationships with your customers, has a visually appealing and functionally intuitive platform, hosts a wealth of features with integrated project management capabilities such as lead evaluation, document storage, mailings, task management and marketing automation integration just to name a few, has extensive i..." Read more
3 years ago
Verified Reviewer
"I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining co..." Read more
4 years ago
Michael L
"Simple and Ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business."
4 years ago
Shannon G.
Software Developer - Supply Chain, Lowe's Companies, Inc.
"Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel."
4 years ago
Sarah M
"I love how much data you're able to keep in Insightly; we use this for Development in a healthcare company, and being able to have custom tags and a searchable index is wonderful. Their pipeline feature for outreach is great too. Another great bonus is the ability to add custom fields to organizations; this means Insightly can work for a variety of different..." Read more
4 years ago
Consultant in Oil & Energy
"When I first started using insightly I was not a big fan. It was much different from other CRM's I have used in the past. Once my company started to personalize it for our company it was great. I love how easy it is to track the pipelines of each lead, project, and opportunity.`"
4 years ago
José Luis O.
Manager, Skak Capital Estrategico
"A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed."
4 years ago
Charlton D
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new ones within the company. I find it easy t..." Read more
4 years ago
Amy O
"I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields."
4 years ago
Nick K.
it, Nick Ka
"I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline."
4 years ago
Sarah F.
secretary, Kurt A Johnson
"I really quite enjoyed it. This was definitely better than my Rolodex. This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information."
4 years ago
Sunil K.
Manager , SKV Group, LLC
"This is free CRM for any small business or startup strapped with budgetary constraints."
4 years ago
Harley D.
Owner, Due Process International, LLC
"I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option. Extremely inexpensive software for small business with good bulk mailing features and document storage."
4 years ago
Lucy C.
Software Developer, SIGMA Equipment
"Well customer supports that can answer our questions or set up a meeting to further discussion. Well CRM that fit our company needs. Product design perspective is close to our mission to serve our customer well."
4 years ago
Reager C.
General Sales Manager, Chevrolet/ Foton Anc
"Good software. Not easy to use but functional software that help me on my job. I like the features, manageable and have good system."
4 years ago
Lois M. G
"I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals."
4 years ago
Krystal K.
Editor, Planet Princeton
"Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive."
4 years ago
User in Renewables & Environment
"the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions"
4 years ago
Felicia H.
Owner, Shifting Tides Chiropractic
"Overall we have been happy with the help Insightly has provided to us while starting up online marketing and advertisement. It has allowed us to better track our investment as well as track our leads and follow-up with people in appropriate time gaps."
4 years ago
Joshua K.
Owner, Thryft-Flipp
"We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the worklo..." Read more
4 years ago
Sandra S.
Account executive, Marketing and Advertising
"Great at helping me to manage my time and record my to do list. It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities. Also love that it connects with Outlook."
4 years ago
Verified Reviewer
"We use Insightly to manage all of our sales leads & process. Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly."
4 years ago
Alice C.
Senior Software Development Engineer, CyberCoders
"Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment."
4 years ago
"As a freelancer with numerous contacts among multiple clients, Insightly helps me to stay organized with who I last spoke with and when we last spoke, along with contact details and other notes. It's much easier than trying to keep this information clear through Gmail alone."
3 years ago