Capterra 
G2 Shelley C.
National Marketing Manager, eHaus
Michelle G.
Business & Marketing Coordinator, Morrison
"Great! It suits our needs perfectly. It can be used in simple form or allows us to enable more features as our needs grow."
2 years ago
Jaysen L.
Senior IT Manager, Princeton University
"Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support."
2 years ago
Kenneth W.
"I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer rece..." Read more
2 years ago
Megan F.
Concierge, Kwiat
"Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery."
2 years ago
Phil S.
Founding Attorney, Bauer & Shekerlian Law APC
"So far fantastic. It is really easy to customize to your needs."
2 years ago
Javad S.
"The CRM that is user friendly and powerful tool. — What do you like best about Insightly CRM? I am using this tool mainly for email feature and bulk editing. The best thing is that you can send email by just one click and history gets saved. Also the bulk editing while using of a big data is very much effective. — What do you dislike about I..." Read more
2 years ago
Leung Jun C.
"Insightly is a great CRM tool. — What do you like best about Insightly CRM? I like Insightly because it allows me to save activity sets for recurring groups of tasks that are required for various types of projects. It works well as a central repository for customer data that all internal teams can access. I personally didn't use many of the other..." Read more
2 years ago
Jessi N.
"Director of Marketing and Business Development. — What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. — What do you dislike about Insightly CRM? There are some fields that come preset whic..." Read more
2 years ago
Daniel J.
Accountant, Deeagle Tax and Accounts Limited
"It was a great to use Insightly and it helped the business to grow in the early days. I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software."
2 years ago
Denise W.
Marketing Specialist, Resolution Agency
"In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to prov..." Read more
2 years ago
Nolan N.
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. — What do you dislike about Insightly CRM? It do..." Read more
2 years ago
Antea L.
"Reliable CRM. — What do you like best about Insightly CRM? It auto connects to our clients then creates opportunities in instant — What do you dislike about Insightly CRM? None so far. I don't experience any discomfort using this software. — What problems is Insightly CRM solving and how is that benefiting you? Less hassle,..." Read more
2 years ago
Verified Reviewer
"The software had broad functionality, so it was able to capture lots of information."
2 years ago
Andrew E.
Managing Director, Arishi
"It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional se..." Read more
2 years ago
Amber V.
"Insightly is a great way to keep track of my clients. — What do you like best? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. — What do you dislike? Tasks lists look a little jumbled sometimes and it can be difficult t..." Read more
2 years ago
User in Market Research
"A great CRM tool to keep all teams informed. — What do you like best? It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I pers..." Read more
2 years ago
Stephen C.
"Insightly Increased My Effectiveness. — What do you like best? a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it i..." Read more
2 years ago
Steve H.
"Works very well for my small business. — What do you like best? The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop. — What do you dislike? The costs for a one user license has gone up a lot from when I started using it for free! — What problems is the product solv..." Read more
2 years ago
Kathy M.
"nice recordkeeping tool, but cumbersome to use. — What do you like best? sorts alphabetically by customer and tracks quotes/sales activity — What do you dislike? slow to enter data, but stores alot of information — What problems is the product solving and how is that benefiting you? organizing quote/sales activities better..." Read more
2 years ago
User in Renewables & Environment
"Great Filing System. — What do you like best? Being able to create pipelines accessible to all users. Finding all the relevant documents in one place. Being able to convert opportunities to projects is a bonus — What do you dislike? The organization and the contact should be not separate, when entering details of clients you have to..." Read more
2 years ago
Connor M.
"Insightly is the fastest most efficient CRM I have ever used! — What do you like best? Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. — What do you dislike? I dislike the cosmetic customizing options, they are quite limited. Everythi..." Read more
2 years ago
Burl S.
"Easy-to-use solution for smaller businesses -- with much of the power of more expensive platforms. — What do you like best? It is easy to get started with Insightly and the platform is very intuitive. No mystery in terms of our to create and track activity with contacts. — What do you dislike? Insightly integration doesn't work with al..." Read more
2 years ago
Arrea'l B.
"Finally a CRM that's user friendly! — What do you like best? I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort. — What do you dislike? While ther..." Read more
2 years ago
Eddie Q.
"Great Software. — What do you like best? This a very friendly software that has been intended for all type of businesses, I been looking for something like this for a long time and finally I found it, this is use friendly software — What do you dislike? I would love to be more self-explanatory, if you are new to CRM it is possible to g..." Read more
2 years ago
"For a small to medium sized business Insightly is a great as it has entry level options to get you started. As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions"
2 years ago