Capterra 
G2 Tory N.
Consultant, Squire & Company
Doyle M
"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more
9 years ago
Sabrina B
"Pretty easy to navigate around the interface. Support is fast with responses."
9 years ago
Sami N
"First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a poli..." Read more
9 years ago
Agency in Marketing and Advertising
"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"
9 years ago
Industry Analyst / Tech Writer in Information Technology and Services
"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."
9 years ago
Erin M
"I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I com..." Read more
9 years ago
Chris H
"Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well."
9 years ago
Dan M
"We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We bui..." Read more
9 years ago
David C
"Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integratio..." Read more
9 years ago
Executive Sponsor in Information Services
"I like the interface for key contacts and tasks"
9 years ago
Executive Sponsor in Internet
"Fairly simple to use. I have been using Salesforce.com for over a decade and since I needed a free product for my startup I had to change. This was somewhat close in philosophy. The only other thing I like is that it is free. But the minute I can pay a penny for a system I will get off Insightly. Their customer service is non-existent. I've not experie..." Read more
9 years ago
Mahendra R.
N/A
"Having tried all major CRM tools (and I am old enough to have started with Siebel), I was looking for something that's simple, intuitive, mobile friendly and easy to use. Insightly rocks in every possible way and more. 1) Easiest setup and customization 2) Very cool integration with Google (Google Docs / Calendar / Contacts). Import contacts and viola - i..." Read more
9 years ago
Melissa B.
CEO, Business Made Simple
"Having worked with clients using a variety of CRM's we've seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM's because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines..." Read more
9 years ago
Amit D.
"I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 4..." Read more
9 years ago
Patrick p.
CEO, Tisano, LLC
"Wonderful customer support, always reach a live human knowledgable about the product That can solve issues and help us tailor the tools to meet our needs."
9 years ago
Andrew S.
Owner, Keller Williams Realty
"It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my "i's" dotted and "t's" crossed."
9 years ago
Manuel V.
Director of Sales, Glass-Media
"With Insightly, Glass-Media is able to track leads, organizations and opportunities stemming from its marketing initiatives. The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go. In fact, with every restaurant and storefront in the area a potential customer, the sales team often uses the..." Read more
9 years ago
Morgan H.
Owner, MorganHege.com
"Insightly works well with Gmail. If you already use Gmail everyday, the insightly Gmail gadget will make your life a dream. Also, the ability build workflows and assign tasks in insightly is very well executed. The ability to integrate with quickbooks online, and mail chimp make this a powerful crm for enterprising small businesses (like mine)"
9 years ago
Noah M
"Insightly is a great CRM for a small business. It's much more affordable than alternatives like Pitchbook or Salesforce. It's highly customizable for different businesses. For example, you can design your own sales pipeline that fits your business's standard operating procedures. It's also great for organizing all of your business contacts. By linking those..." Read more
9 years ago
Luke F.
CEO, Centercode
"Email transparency, Google Mail/Apps integration, easy project management, great data structure (people, accounts, opportunities, etc), and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time. Also, the pricing is amazing."
9 years ago
Bryan W.
Owner, www.BlueLakeOffroad.com
"Ease of use and simple interface for small businesses. Integrates well with Google Apps. Low cost model very important and no expert support really needed to custom configure workflow and such."
9 years ago
Jonathan M.
CEO, www.trbls.com
"Simple to use, easy to find customer information, customer service is very responsive if you ever have a question, fees are transparent."
9 years ago
Steven F.
IT Director, Hudson's Furniture
"What I love is that I can add emails directly to customer records from Gmail and build a simple communication trail with that one customer and share it with others without having to forward or give them access to my inbox."
9 years ago
Justine P.
Owner, Cariad Marketing Ltd
"Insightly is great for managing customer data, workflow management and understanding your sales pipeline. It integrates completely with Gmail and Google Drive and is therefore a perfect choice for Google Apps users."
9 years ago
"I love their free starter plan. It gives entrepreneurs a chance to jump in and learn what a CRM is and how to use one to grow their business. A CRM is a long-term investment and it takes time to see the monetary results of its use. Having a starter account allows businesses to make the time investment without it being overly expensive."
9 years ago