Capterra 
G2 Mark I.
Owner, Texas Ironclad
Jamie L.
Director of Business Development, Platinum Resource Group
"Looking for a SIMPLE CRM to implement for your business - check out Insightly. Ease of Use - Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it's great integration. It is easy to use for projects, HR and vendor management as well as sales. I..." Read more
9 years ago
Tom C.
President, BrightHill Group LLC
"Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application. This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, a..." Read more
9 years ago
Jeremy M.
Vice President, Green Virgin Products
"I love its ease of use and features. It helps me keep on top of everything I need to get done."
9 years ago
Jenny B.
Office Manager, Centercode
"- It's simple and straightforward. - It's easy to self-teach. - It creates transparent communications within the sales team."
9 years ago
Noah M.
Sales Associate, Watts Capital
"By linking organizations, contacts, and emails with opportunities, Insightly saves users a ton of time searching for contact information, company information, or your past correspondence. Insightly is also highly customizable for various different kinds of businesses. Its features can be changed to mirror practically any kind of preexisting organizational sy..." Read more
9 years ago
Brenda M.
"but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed. We have been using it for about 5 months now on the paid plan and we find new functionality all the time. We love it."
9 years ago
User in Marketing and Advertising
"I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, crite..." Read more
9 years ago
Raven C
"The analytics and reporting system is the part of this program that I like the best. It is well laid out and easy to read. We use this to compare month to month and the performance of our entire sales team."
9 years ago
Suzy F
"I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great."
9 years ago
User in Media Production
"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."
9 years ago
Jennifer B
"I like how easy the CRM is to navigate, and the accessibility of the mobile app."
9 years ago
David H.
Founder, Publiseek Inc.
"They have great customer service. If you want to upgrade. If you want to cancel your account good luck finding someone to speak with. Be very careful before you give them your credit card. Our team found it easy to get started but hard to do the things they wanted to do within the app. Features rolled out slowly as compared to many Saas apps we use asa busin..." Read more
9 years ago
Verified Reviewer
"The gmail app is very weak. It doesn't pick up email contacts in forwarded emails. If you don't start your account as a Google apps account you can't add it later. It turns on the service for everyone in your domain which got my technical team pretty pissed off. I also have encountered major issues with the plug-in saying it cannot authenticate. I'm used to..." Read more
9 years ago
Internal Consultant in Information Technology and Services
"I believe that Insightly is reliable. The amount of storage information that is available for this software is very useful. The constant 3-prong reminders are great to have."
9 years ago
User in Marketing and Advertising
"The organization and ease of finding records."
9 years ago
Sarbajoy M
"It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client."
9 years ago
Oliver L.
Workplace brand "Macgyver", Delivering Happiness
"I have used Insightly for over a 6 months. Does a lot of things well, for it to be intergrated with Gmail you need to download google for work apps and start another account and I find the whole process quite mind numbing with very minimal support. Since I also needed to contact my hosting site a few other steps. The user interface is very clunky when you..." Read more
9 years ago
Peter P.
Principal & Chief Revenue Officer, REPatron
"Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone."
9 years ago
Katy A.
Owner and Principal Consultant, Armstrong Immigration T/A Into NZ
"I've been trialling Insightly and Solve360. I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that p..." Read more
9 years ago
Verified Reviewer
"We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should b..." Read more
9 years ago
Stephanie C.
Community Builder, Peerby
"The ability to have one place to track project progress and CRM was enough to get my team to plug our entire launch strategy into Insightly. We're experiencing a major feature gap in that file attachments don't link to tasks. This basic feature of other project management platforms seems to have been overlooked by Insightly. They offer file attachments t..." Read more
9 years ago
Executive Sponsor in Information Technology and Services
"Simple UI, easy to use and free, integrates with Google apps for business"
10 years ago
Alex A.
"Insightly would be GREAT if they could change the following things: 1) Contacts / LEads need to be easily assigned and sorted by an OWNER. They are missing the idea that someone OWNs a lead. When you invest $50 to create a lead, you don't send that to EVERYONE in the organization by default and hope for the best. 2) No autoresponder email fun..." Read more
10 years ago
Lili A Bowers .
"I used to be one of Insightly's greatest supporters. I have been using the system for a year and had everything regarding the sales efforts of the company I work for programmed in there. We are talking about 100's of contacts, organizations, opportunities and projects. When they made these recent upgrades the system started glitching and taking me to the com..." Read more
10 years ago
"Great support. This really helped me build relationships that enabled me to sell one company that we started from zero."
9 years ago