Capterra 
G2 Manuel V.
Director of Sales, Glass-Media
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)"
10 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
10 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."
10 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."
10 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."
10 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."
10 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."
10 years ago
Mark I.
Owner, Texas Ironclad
"Great support. This really helped me build relationships that enabled me to sell one company that we started from zero."
10 years ago
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
10 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
10 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."
10 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."
10 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
10 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."
10 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
10 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."
10 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."
10 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."
10 years ago
Jennifer B
"I like how easy the CRM is to navigate, and the accessibility of the mobile app."
10 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
10 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
10 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."
10 years ago
User in Marketing and Advertising
"The organization and ease of finding records."
10 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."
10 years ago
"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
10 years ago