Capterra 
G2 Sunil K.
Manager , SKV Group, LLC
Harley D.
Owner, Due Process International, LLC
"I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option. Extremely inexpensive software for small business with good bulk mailing features and document storage."
5 years ago
Lucy C.
Software Developer, SIGMA Equipment
"Well customer supports that can answer our questions or set up a meeting to further discussion. Well CRM that fit our company needs. Product design perspective is close to our mission to serve our customer well."
5 years ago
Reager C.
General Sales Manager, Chevrolet/ Foton Anc
"Good software. Not easy to use but functional software that help me on my job. I like the features, manageable and have good system."
5 years ago
Lois M. G
"I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals."
5 years ago
Krystal K.
Editor, Planet Princeton
"Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive."
5 years ago
User in Renewables & Environment
"the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions"
5 years ago
Felicia H.
Owner, Shifting Tides Chiropractic
"Overall we have been happy with the help Insightly has provided to us while starting up online marketing and advertisement. It has allowed us to better track our investment as well as track our leads and follow-up with people in appropriate time gaps."
5 years ago
Joshua K.
Owner, Thryft-Flipp
"We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the worklo..." Read more
5 years ago
Sandra S.
Account executive, Marketing and Advertising
"Great at helping me to manage my time and record my to do list. It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities. Also love that it connects with Outlook."
5 years ago
Verified Reviewer
"We use Insightly to manage all of our sales leads & process. Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly."
5 years ago
Alice C.
Senior Software Development Engineer, CyberCoders
"Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment."
5 years ago
Joel G
"Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails du..." Read more
5 years ago
Abigail R
"It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication."
5 years ago
Verified Reviewer
"Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well."
5 years ago
Olivia W
"I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments."
5 years ago
Roberto M
"It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage."
5 years ago
Walter D.
co-director, Urban Missionaries of Our Lady of Hope
"coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce."
5 years ago
James S
"Handling a variety of useful features that be can applied to creating and advertising campaigns in a easy way with a simple data integration accessible wherever you are, the best."
5 years ago
User in Computer Software
"I really like how easy it is to add contacts, setup leads and send emails to contacts/set up email campaigns. I also like the flow of the app and how tabs expand as needed as well as integration with a mobile app for on-the-go work. I also like the easy addition of tags throughout the app...makes it easy to quickly grab the list I need. Finally, I really lik..." Read more
5 years ago
Joanna K
"I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function j..." Read more
5 years ago
Kristy W.
Software Developer, Uber
"In short I would say all the features of this product are good enough to uphold my workflow in a very stunning way. With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business. Pricing plans of this specific product are of great use in order..." Read more
5 years ago
Angela B.
Content Developer, TransUnion
"In short I would say all these features are good enough to maintain my workflow in a very stunning way. For me the basic features that helps in growth of my sales is it's email services that allows me to send multiple emails at a time to multiple people in my contact list. Furthermore, the integration power of this application is quite unique that enables me..." Read more
5 years ago
User in Marketing and Advertising
"Insightly really helps provide a basic simplified CRM wherein you could set a task and assign it to a colleague, with its due date, status, and if it's a recurring task. Best thing is that you can *relate* a task essentially connecting it to an Organisation, Contact, Project, etc."
5 years ago
User in Food & Beverages
"I think the most helpful thing about Insightly is the ability to customize the pipelines and track new leads. It is a helpful way to track projects and house company information."
5 years ago
"This is free CRM for any small business or startup strapped with budgetary constraints."
5 years ago