Capterra 
G2 Megan E
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
User in Information Technology and Services
"Being able to track progress and see the connections within contacts and organizations."
8 years ago
Administrator in Construction
"Simplicity, customization, price. The best part is I can afford it which is great for a startup. I all so really life the project management screen."
8 years ago
Administrator in Construction
"Very easy to set-up, navagate & customize. Very user friendly"
8 years ago
Melissa C
"Love being able to use it to track my leads, convert them into potential sales, track where they`re at in our sales process and then continue on with project management once they sign off on their quote. The activity sets allow us to keep track of everything efficiently and pipelines give us a snapshot instantly of where we`re at and what we`re waiting on to..." Read more
8 years ago
Matt R
"Simply put, Insightly just works. It's a fantastic way to monitor your sales pipeline as well as manage on-going clients and other projects. I have implemented this software for my event/party band -- managing both potential clients and all of the details from contract to event day. I have also implemented this software for my wife's tutoring business --..." Read more
8 years ago
Dustin P
"The automation - I foward an email to insightly and the rest is taken care of. If the contact doesn't exist, they are created. If the company doesn't exist, it is created. Everything is linked together - so it is always at your fingertips."
8 years ago
Lawrence L
"The ability to email out and see some of the metrics of the emails and insightly capture info when you input it in. The administrative tools are very simple and straight forward as well."
8 years ago
"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