Capterra 
G2 Robert H.
Administrator in Events Services
"That I can manage Projects from the insightly platform"
9 years ago
Jerry P
"Simple to use, low cost CRM solution. If your needs are simple this could be an option."
9 years ago
David G
"Very simple to set up and use all the main features with minimal training or guidance. Insightly provides each user with a unique email address that you can BCC to all sales correspondence which then automatically appends to the Contact info in Insightly."
9 years ago
Dianne S.
Group Chair, Vistage UK
"null"
9 years ago
Robin P.
Director of Operations, TriTex Insurance
"How easy it is to use. There is really no learning curve. When I am out of the office I feel like I have my clients file in the palm of my hand."
9 years ago
Ryan C
"From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you th..." Read more
9 years ago
Dan C.
Owner, Cooper Close Consultants
"Some nice features for CRM good integration with calendars"
9 years ago
Andrew P.
"null"
9 years ago
User in Internet
"Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff."
9 years ago
Julius G.
Business technology expert and CRM consultant, IT patarejai, UAB
"One of the best CRM/sales management tools on the market. Have been using it to track all of a small lawyer company's (30 users) contacts into one place. The card reader works just fine, but the deep integration with Google Apps is the best part. It's not a super-duper CRM like Salesforce, but it does all that is needed for a SMB and more."
9 years ago
Nathan G.
Owner, Inspiro Business Solutions
"Single Sign on from Google Apps, Various integrations available especially Zapier allows for some cool custom setups."
9 years ago
Rob J.
COO, Plum Productions
"I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer."
9 years ago
Hrag K.
"If you're just starting off in sales and want to start tracking calls, emails, etc, then Insightly is a great product, for free. Super easy to use, you can even import your contacts."
9 years ago
Deborah K.
"null"
9 years ago
Verified Reviewer
"Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve."
9 years ago
Yusuf N
"I like the integration ability the best. I like how I can easily save emails from my Outlook, upload notes from my Evernote, and transfer customers into my Quickbooks Online."
9 years ago
Jordi G.
"null"
9 years ago
Christy M.
"null"
9 years ago
Gabriel S.
Founder, 4ge
"May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running."
9 years ago
User in Health, Wellness and Fitness
"I love the organization of Insightly. It keeps all members of our company on the same page with regards to what is being done, needs to be done or is waiting on someone. It keeps us all accountable for our communication with clients, has ability for us to make notes for us to remember certain aspects of an account, and allows us to connect our email to the a..." Read more
9 years ago
User in Internet
"Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners..." Read more
9 years ago
Kevin W.
Project Coordinator, True Inbound
"null"
9 years ago
Kathy D.
CEO, The Blissful Dog® Inc.
"I did the initial free version of InSightly and liked their dedication to the micro-business by offering that level. There is a happy feel to their service and you can tell they really love what they're doing. Actually, their BLOG is fabulous and is my favorite thing about them."
9 years ago
Executive Sponsor in Higher Education
"For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subs..." Read more
9 years ago
"I started with Insighly about 3 months ago and everything seemed to be going well. When purchasing the package they made sure and called me everyday to get me signed up. However, (3 months later) the site is now broken down. I can not transfer e-mails from the side bar. Huge problem. Tried calling customer service and they said to E-MAIL the support..." Read more
9 years ago