Capterra 
G2 Verified Reviewer
Yusuf N
"I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online."
8 years ago
Jordi G.
"null"
8 years ago
Christy M.
"null"
8 years ago
Gabriel S.
Founder, 4ge
"May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running."
8 years ago
User in Health, Wellness and Fitness
"I love the organization of Insightly. It keeps all members of our company on the same page with regards to what is being done, needs to be done or is waiting on someone. It keeps us all accountable for our communication with clients, has ability for us to make notes for us to remember certain aspects of an account, and allows us to connect our email to the a..." Read more
8 years ago
User in Internet
"Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners..." Read more
8 years ago
Kevin W.
Project Coordinator, True Inbound
"null"
8 years ago
Kathy D.
CEO, The Blissful Dog® Inc.
"I did the initial free version of InSightly and liked their dedication to the micro-business by offering that level. There is a happy feel to their service and you can tell they really love what they're doing. Actually, their BLOG is fabulous and is my favorite thing about them."
8 years ago
Executive Sponsor in Higher Education
"For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subs..." Read more
8 years ago
Nicole L.
Technology Consultant, LuxCentric
"null"
8 years ago
alex s.
sevenstargolf.com
"I have used other CRM's in the past and I really do love Insightly. It's easy to use, very intuitive, love the email linking, task lists, calendar... you name it. They also get emails if someone assigns you a task and their newsletters are relevant to your sign up date. Obviously, if I signed up a week ago I need help uploading my contacts and setup, and..." Read more
8 years ago
Jeffrey W.
Co-Founder & CTO, SERVUS (whatisservus.com)
"null"
8 years ago
Administrator in Marketing and Advertising
"I think the best part is search and email attachment widget"
9 years ago
Administrator in Accounting
"We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly."
9 years ago
User in Health, Wellness and Fitness
"That I can assign tasks and keep track of notes and emails"
9 years ago
Administrator in Marketing and Advertising
"The ability to sort by date or priority, add comments to an individual task and to assign tasks mid flow if needed to escalate a need to a more appropriate resource."
9 years ago
Dani F
"I love the ability to repeat tasks for keeping in touch with potential clients. The fun themes for customization are always an added bonus for me personally. This CRM is so easy to use and helps me stay organized in my busy schedule."
9 years ago
Anthony H
"I LIKE EVERYTHING! the managing of my clients information and how easy this site is to use. I self taught myself on how to use the whole program and it works perfectly."
9 years ago
Holger A
"Google Apps for Work is not a CRM - but Insightly is! And we love it. Together with the collaboration and communication platform from Google it's best available solution for start-ups and SMB at the moment."
9 years ago
Claudia C
"I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as w..." Read more
9 years ago
Micah Oren F
"I like how all of Insightly's paid plans take care of the basic email integration, CRM, and project management needs of most small businesses."
9 years ago
Carsten Høvisch F
"Insightly is very easy to setup for a small and startup business that doesn't know too much on how to work a CRM."
9 years ago
Sean L.
"null"
9 years ago
Steven F.
"I first signed up my company for insightly to use on internet sales for furniture products. We ended up expanding that use as sales reps enjoyed how simple it was to use and share info on leads."
9 years ago
"Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve."
8 years ago