Capterra 
G2 User in Information Technology and Services
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
Ben B
"In short, Insightly is really really good at CRM. Sounds like a strange comment potentially, but it is easy enough so anyone can use it, and it is "free style" enough so you can capture all the data you need. So yes, you should fill out a contact, connect to a company and raise a opportunity, but the system will allow you to just raise the opportunity and..." Read more
8 years ago
Kevin S
"The ease of getting information from Insightly my phone or computer. The ease of entering information into Insightly. The ability to set targets and goals and to track my progress. Insightly makes it easy to classify and group organizations and contacts in to workable groups."
8 years ago
Administrator in Market Research
"The ability to create a rudimentary Sales funnel."
8 years ago
User in Marketing and Advertising
"Ability to customize colors. Functions as a CRM."
8 years ago
Tom C.
Co Founder, 3D Source
"Some more sophistication to go on their pandadoc integration but overall pretty happy with Insightly. Easy, mobile, integrations, email integration."
8 years ago
User in Internet
"I use Insightly to manage contacts and email templates. Insightly is not a beautiful tool, but it does what I need fairly well. Adding and searching for contacts is easy. The email templates are nice, and Insightly reports delivery, open rate, and click rate statistics, which is essential. I don't use the tasks or projects tabs because I use dedicated tools..." Read more
8 years ago
Madison H
"Easy to add conversations and save contacts right from my email conversation."
8 years ago
Lex M.
Sales and Marketing Associate, AutoMon
"null"
8 years ago
EY T.
Executive Assistant, SLRP
"As the administrator for a very small company that was looking for mainly a contact management system, I received much more. I am truly happy with my decision thus far as a result of the ease of use and value."
8 years ago
Administrator in Information Technology and Services
"I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources."
8 years ago
Nick G.
Business IT, Infrastructure, Cloud and Virtualisation Consultant, icteq Ltd
"null"
8 years ago
Rosey S.
Marketing director , Non-Surgical Orthopaedics
"Our company had been looking for a good CRM software for a while. We tried multiple platforms and then came across Insightly. It is compatible with pirates Google email accounts and it was so easy to get started. So far loving it."
8 years ago
Kevin H.
President, Ascent Management Consulting
"In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities."
8 years ago
Arnold W.
CEO, Non-Surgical Orthopaedics, P.C.
"We are using Insightly to organize our business contacts and manage day to day marketing activity. We are just getting to know the platform but have found it to be user friendly and helpful to organize tasks."
8 years ago
Paul G.
Partner, Triumvirate Content Consultants
"Insightly has a customer service that is responsive. The tools are intuitive. Reporting could be better. Intuitive, pretty robust set of tools."
8 years ago
Iain M.
COO and Technical Director, Intuitus Limited
"This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Goog..." Read more
8 years ago
Thomas E.
Founder, Custom Programming Unlimited, LLC
"After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years..." Read more
8 years ago
Kat L
"The ease of use. I was up and running in minutes and had my clients loaded, their projects listed, and milestones assigned within a day. I had done a good bit of research before I chose a CRM since I do understand the pain of conversion to another system. A free option is always good but I did consider paid products as well. Insightly fit the bill on all m..." Read more
8 years ago
"Being able to track progress and see the connections within contacts and organizations."
8 years ago