Capterra 
G2 Kevin G.
President, Gainey Enterprises, Inc.
Melissa L.
Behaviour Analyst, Social Edge Training for Life
"On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the '..." Read more
8 years ago
Barb M.
Community Wellness Coordinator, Inver Grove Chiropractic
"I have been using this product for about 6 months. I am not all together sure how to best use this product. I am an individual user who does marketing for a small health education clinic."
8 years ago
User in Real Estate
"My favorite part about insightly is the ability to keep my professional contacts in one central location without taking up precious storage on my phone."
8 years ago
Uchenna O.
Owner, ODS
"I used insightly to get an initial push of emails out to about 500 people. Works well but has several glitches. For example, my company logo didn't show up at all in any of the emails that got sent out. Their analytics is also poor. There was no way to filter which emails had been read, who specifically opened them, and which link they specifically clic..." Read more
8 years ago
Verified Reviewer
"we use it for our small business and it works great! Been using it for 3 years, and still happy with our choice, it is nice to see all the added features regularly!"
8 years ago
Donald J.
Sales Manager, CITE Computer Services
"The software has been easy to configure, and its built in preconfigured capabilities are a good solution to get started with managing a sales CRM solution"
8 years ago
Steve H.
Vice President, Noble Consulting Services, Inc.
"We use currently use Insightly to manage our contacts, notes and tasks. We consider these our basic, high priority items. Insightly handles these in a straightforward, easy to use and easy to implement manner. We also believe the learning curve is manageable and that Insightly is a cost effective choice for basic CRM. We use both the desktop and mobile a..." Read more
8 years ago
Guntis C.
Founder, CEO, Walmoo
"null"
8 years ago
Erik W.
Operations Manager, ClickHome Construction Software
"null"
8 years ago
Matthew A.
CEO, Comprehensive Web Designs
"Very easy to use. Love the product for my business"
8 years ago
Greg C.
Director of Sales, GAM Industries
"Easy to use interface, little learning curve, some nice features"
8 years ago
Charles C.
Account Manager, Akers Packaging Solutions
"I personally like the ease of use. The us r interface is very user friendly with the info that you use at your finger tips. Also the mobile app is the best I have ever used."
8 years ago
Pete B
"The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization) from within GMail is extremely easy."
8 years ago
Clayton J.
"Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. W..." Read more
8 years ago
Erika J.
Digital Strategist, Big Picture Creator, Tech-Lover and Goal Crusher, Synergy Marketing Consultants
"null"
9 years ago
Caitlin P.
"Small Australian NFP Charity that manufacturers custom disability solutions. Insightly enabled us to have a custom CRM and project management system all in one, for a 20th of the cost as other systems. We are learning things all the time and continually improving our process. The only thing I wish Insightly would do is not have their live seminars at 1am or..." Read more
9 years ago
User in Information Technology and Services
"I like the ability to track tasks against a project, and to have these tasks automatically generate as the project progresses through a pieline"
9 years ago
Rachelle S
"-Layout is easy to navigate. -Email and project management integration."
9 years ago
Bruce C.
Senior Broker Consultant, Top Producer Systems / Realtor.com
"null"
9 years ago
David R.
Owner, Encore Sounds LLC
"CRM and project management rolled into one is great!"
9 years ago
Carlos L.
Diretor, Escola Estudios
"null"
9 years ago
Jonathan B.
Business Development Consultant, AnthroTronix
"I opened a customer service ticket on May 12th regarding problems I'm having getting Insightly to import new contacts from my Google address book. The problem is still unresolved, and I haven't heard a word from their customer service since June 9th despite repeated emails to them."
9 years ago
Patrick J.
"null"
9 years ago
Administrator in Marketing and Advertising
"I am the VP of a brand new company. We tried several CRMs and were disappointed. Since we have found Insightly we are so happy It is SUPER easy to use. There are many additional features as well!"
9 years ago
"We have used Insightly in our business for the past year. It allows us to maintain an easy workflow without being too process heavy. Some systems try to force you to do too much and you spend more time setting them up than communicating with your prospects and clients. We have not discovered any bugs or issues. The software works as we expect it to. We like..." Read more
8 years ago