Capterra 
G2 Michael S.
Owner, Groovy house handyman services
Tim B.
IC3
"We have been using Insightly for about a year. Its integration with gmail has been a big time saver and enhancement to our ability to track and respond to clients. It is easy to use and setup and its web based which means everyone has access to it and it requires no downloads or update on individual computers."
8 years ago
stephanie H.
VING (aka via680)
"The team at Insightly are great-responsive and professional. For us, Insightly just wasn't enough, so we moved on to another more integrated product. Good product to start with, though."
8 years ago
User in Marketing and Advertising
"I mainly use the task and project management tools"
8 years ago
Executive Sponsor in Consumer Electronics
"We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time."
8 years ago
Administrator in Health, Wellness and Fitness
"For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution."
8 years ago
Eric H
"It's cloud-based and it functions very well on all platforms I have used it on."
8 years ago
Megan E
"I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events."
8 years ago
Terri Z.
Owner, A Vermont Table Catering by Terri Ziter
"I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site..." Read more
8 years ago
Warren D
"I am a big advocate of setting up personalized pipelines or project work flows. Insightly makes it easy to setup multiple stages of a pipeline that get assigned to different individuals on the team based on the project stage. While the upfront time to setup these pipelines was a necessary investment, it prevented my team from being pigeonholed into an out-..." Read more
8 years ago
Michael W
"Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team."
8 years ago
Administrator in Non-Profit Organization Management
"I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time."
8 years ago
Cat M.
Partner, Matsuda & Associates LLC
"I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks..." Read more
8 years ago
Brett D.
Account Executive, SEMCO
"null"
8 years ago
Administrator in Information Services
"flexibility in creating fields; ability to upload excel files; notifications"
8 years ago
User in Telecommunications
"The ease of use. When I enter a new client record it is very easy to do."
8 years ago
Gary E S
"It is a easy, intuitive package that seems that it was developed for the Real Estate industry."
8 years ago
Jennifer L
"First of all, I did not know what a CRM tool was. Insightly's free plan for two users was probably the best thing they could have done get us interested in the CRM tools."
8 years ago
John P
"Simply to use, good Outlook integration, low price. Very flexible and customisable."
8 years ago
Kate B
"The connectivity of insightly records is a huge benefit. The real world works in strange circular ways, and the flexibility to tag any contact, project, opportunity, organisation etc on to a record is extremely valuable."
8 years ago
Nithya B.
IT Consultant, Prescio Consulting
"Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks."
8 years ago
Agency in Marketing and Advertising
"I love your integrations and features, the facilities with which I have to carry out actions that were once rather boring. I love Insightly !!!"
8 years ago
Administrator in Internet
"I love the google integration of inisghtly. It is built on top of email and it is very easy to sync my emails without any effort at all. Their overall organizational scheme is also excellent and very easy for me to teach to new users in our organization. PS their video tutorials also should be highlighted as being excellently produced."
8 years ago
User in Music
"Insightly has a good user interface that makes it easy to use."
8 years ago
User in Marketing and Advertising
"Easy to use. Love that it has a phone app."
8 years ago
"I really needed a way to synchronize all my events keep track of clients... Overall inslightly is okay and much better than nothing but I've had some problems. The first thing that surprised me was that the web based Inslightly calendar does not synchronize with Inslightly app. I had a big problem composing an email and clicking out of it to get informati..." Read more
8 years ago