Capterra 
G2 Dag G.
Craig D
"One of Insightly's standout features is that it has the flexibility to associate any item with any other item. For example, you can associate a contact to more than one organization, associate contacts with each other, associate a task or note to more than one contact, project, or opportunity, etc. Other unique and powerful features are custom pipelines an..." Read more
9 years ago
Alex W.
Owner & Business Development Manager, Clear Web Marketing
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9 years ago
Ryan G
"I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic."
9 years ago
christophe m.
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9 years ago
Daniel R
"good pricing model, easy to use overall"
9 years ago
Ivan G.
Founder and CEO, Limit
"Intelligent people simplify complex things, and that's what Insightly has done with their CRM. Easy to set up, customise, and actually delivers what a small to medium business truly needs. I love it!"
9 years ago
Henry G
"Insightly is easy to navigate and quick to use, that is why I compare it to a sports car. Some CRMs (mac trucks) hold heftier functionality with finance and inventory but they are difficult to learn and clunky to operate."
9 years ago
Tory N.
Consultant, Squire & Company
"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
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
10 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
10 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."
10 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."
10 years ago
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9 years ago