Capterra 
G2 User in Media Production
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
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
10 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."
10 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
10 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
10 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
10 years ago
Executive Sponsor in Information Technology and Services
"Simple UI, easy to use and free, integrates with Google apps for business"
11 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
11 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
11 years ago
Lili B
"I used to like to Projects and Opportunity fields for use in managing the pipeline and my sales efforts pertaining to it."
11 years ago
Joseph H
"Ability to import contacts, add users and set up an organizational flow."
11 years ago
Jim D in Canada .
"Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations. Unfortunately we grew to require time tracking and we got tired of waiting for Insightly to do this and frankly they never even address the issue with any response which is very sad..."
11 years ago
alan .
"If you are small business owner under 10 employees Insightly is an awesome customer management system. I have tried several other CRMs that are excellent but the adoption rate for my employees was not very high. Insightly is so easy to use, there is no more spending a couple weeks just to understand how to use the CRM appropriately. Everything is really easy..." Read more
11 years ago
User in Telecommunications
"great UI"
11 years ago
Vladyslav S
"Gmail and other email add-ons integrate email text with the database well enough"
12 years ago
Ruban K
"Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click."
12 years ago
Tim H.
EnGraph Software
"I use Insightly for my software company and for a side business my wife and run at home. Great features and the Google apps integration means it is right in my email where I already am."
12 years ago
Richard B.
MakeBetterVideos.com
"I use Insightly daily! As a bootstrapping new business owner I cannot express how helpful it has been in the week I have been using it. A free software is just literally invaluable. Being able to put all of my contacts and follow ups in as tasks alone has saved me the anxiety of staring at a spreadsheet. The opportunities have freed up the space in my bra..." Read more
12 years ago
Eduardo F.
ShuttleCloud
"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. Insightly's ability to integrate with Google Apps was a key factor in our decision to adopt the solution, as well as its built-in project management tool..." Read more
12 years ago
"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."
10 years ago