Capterra 
G2 
585 reviews
4/5 average rating
Wells A.
President, Active Online Inc.
Ramon T.
Plant Manager, Consolidated Container Company
"Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails."
6 years ago
Danny M.
Online Marketing and Sales, Marketing and sales
"I've been using Insightly now for several months, and while there are still more features I haven't quite dug into yet, I very much like how it works to keep track of your contacts, and I love how it very easily integrates with Google drive as well. I use Google spreadsheets to keep track of invoices for my customers, so that is very convenient."
6 years ago
John T.
Doctor of Chiropractic / Director of Marketing / Editor, East Bank Chiropractic
"Great product. This product has a wide array of CRM tools and applications to work with including Google suite, Gmail, Docs, MailChimp, Outlook, Evernote, QuickBooks and more. The mobile accessibility was incredibly useful for on the go client relation management and is compatible with iPhone, Mac products, and Android phones and tablets as well. When naviga..." Read more
6 years ago
Jaime V.
Senior Product Manager, Enterprise Content Management & Cloud, Brookfield Properties Retail
"Super intuitive to navigate, operate, and optimize. Everything just makes sense. I have worked with other more expensive systems before but none of them can beat the simplicity and functionality that Insightly offers."
6 years ago
Cody C.
Customer Service Administrator, Footballshirts4all
"I've been tasked to shortlist a CRM that centralizes lots of aspects of the business. Insightly gets close and I'm growing fond of it as it combines multiple tools into one dashboard, accessible via one page. Some of my top favourite highlights: - Lead management: set up workflow automation with the ability to automate the initial response without having to..." Read more
6 years ago
Ted T.
Account Manager, McKinnon-Mulherin Inc.
"I really enjoy using Insightly, overall. It has helped our team collaborate extensively, and has really cut down on back and forth on account ownership/account coordination/etc. I highly recommend it!"
6 years ago
Candice S.
Owner, Brooklyn Outdoor
"insightly has been a game changer for our organization. We love the customization features and the fact that it doesn't run us - we run it."
6 years ago
Bianca L.
Business Development Manager , Med Aesthetics Group
"Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing."
6 years ago
Gordon M.
IT Support Technician, imagn Solutions
"When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become..." Read more
6 years ago
James D.
Director, Technology intelligence Agency
"I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We've had times during training where we were unsure of the functions, but one..." Read more
6 years ago
Adir R.
Co-Founder & CEO, SquareLoot
"Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at. It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly."
6 years ago
Desirae S.
Data Quality Professional, ClientsFirst Consulting
"Overall this is a solid CRM system that offers a great Project Management piece with it and at a great price. I am a Salesforce Consultant with some experience with Dynamics 365 and I personally am considering Insightly for my home business should it continue to grow to a point that I need a CRM."
6 years ago
Austin J.
PPC Manager - Account Specialist, Elemerce
"Insightly is a great All-in-one tool to help you manage your business. This CRM can do it all. I like how we can keep all of our clients and leads in one place. As well, we can have tasks for day to day operations to be able to stay on top of our work. The amount of things you can do with insightly is incredible."
6 years ago
Bert D.
Operations Manager, Cypress Home Technology
"null"
6 years ago
John M.
Engineer, JAM Works LLC
"It was functional after frustration because of lack of support. A clever take on a CRM, which includes simple project management and overall has a solid function. Setup was relatively easy, and painless."
6 years ago
Jenna M.
Communications Manager, International Relief Teams
"Customer service is also a strong point for Insightly...not only is easy to get help via the phone and online, there are also helpful training videos."
6 years ago
Stephen C.
Strategic Planning Project Manager, USPTO
"ease of mind that my contacts, projects, and pipeline were golden. It feels like a well balanced, well-oiled machine. It's not smooth, plays nicely with your email client, and offers simplicity yet expandability that you'd want in a CRM. Email templates, integrations, customer support. I've paid for their best plan, and haven't looked back. Our busines..." Read more
6 years ago
Verified Reviewer
"Value for money and affordable. Intuitive and easy to use. Free trial and then good packages for the size of organization we are."
7 years ago
Sachin C.
Engineer, Vodia Networks
"The amount of functionalities that it offers is a little intimidating as in, we have are facing a little bit of FOMO (fear of missing out) due to it. Heavily made software, helps great for leading the project within our team. A few training videos can get you guys long way. Blast the YouTube with your channel and the money making doubles overnight."
7 years ago
Karen W.
"null"
7 years ago
Brian W.
Freelance Digital Marketer, Freelancer
"Get this if you are making enough sales to comfortably invest in a great e commerce crm!. Mobile App is Great The Reporting and Analytics are Incredible. Such a friendly user interface online!"
7 years ago
Amanda R.
"null"
7 years ago
Michael E.
Account Executive, Professional Placement Partners
"Cost of this CRM is one of my the best features. This is an easy to use CRM for small to midsized businesses. If you want to utilize the free version, you may be able to get everything you need with that alone. I also appreciate that they offer a free trial which makes signing up and figuring out if they will work for you, a breeze!"
7 years ago
Joel B.
Technology Consultant, OneStrand
"We finally have a CRM that fits our budget, is easy to use, integrates with our other company software, and has all the features we need."
7 years ago
"With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity."
6 years ago