Capterra 
G2 
585 reviews
4/5 average rating
Michael F.
Owner, Pursuit Training
Jose R.
President, Marketing & Advertising
"Very user-friendly, useful functionalities as part of the basic offer. Very little configuration required while it integrates with gmail tools or others."
7 years ago
Stacy M.
Manager , Health and Housing
"I love the how the dashboard reflects real time information and the opportunity reports are extremely helpful."
7 years ago
Verified Reviewer
"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."
7 years ago
Verified Reviewer
"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."
7 years ago
Sergey P.
Project Manager, Sokol webstudio
"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."
7 years ago
Tawanda J.
Independent Consultant, IT Works
"null"
7 years ago
Richard H.
Data Scientist, BlueFrog Media Ltd
"You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version."
7 years ago
Brooke B.
Graphic Designer, Financial Services
"The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there."
7 years ago
Verified Reviewer
"Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail."
7 years ago
Alexander N.
Tax Professional, Right Taxes for Right People
"It is help me to organize my work flow. Free version and reasonable price for other plans. A lot of free integration, include for free version."
7 years ago
Verified Reviewer
"insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads"
7 years ago
Christopher J.
CSR, Crosson Agency
"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"
7 years ago
Verified Reviewer
"We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet."
7 years ago
Danielle F.
Marketing Assistant, Danielle Lazier + Associates
"Helps with daily job duties and due dates. Also keeps contacts and opportunities organized. Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease."
7 years ago
Chris B.
Consultant, Suction Cup Productions
"It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface."
7 years ago
Brittney M.
Marketing Manager, Elemerce
"It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize."
7 years ago
Steven f.
co founder, sparkbay
"What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)"
7 years ago
Verified Reviewer
"If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?"
7 years ago
David k.
owner, Hawaiian South Shore LLC
"Keeps thing organized, the price is right. We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient."
7 years ago
Dana R.
Sales Manager, SuperKlean Washdown Products
"As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents."
7 years ago
Verified Reviewer
"I tried this product and was impressed at first. I was looking for MailChimp integration and a way to track customer contacts. It worked, but we outgrew the free plan and another CRM company started offering many more features for free so we switched."
7 years ago
Elle R.
Sales Assistant, Chicago Public Media
"Easy to use, set up, manage. Basic CRM tool that so far works well. Helps manage prospects and opportunities."
7 years ago
John David A.
Director of Marketing & Technology, The AAM Group
"It helped us to solve a problem that no other software was able to solve. We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need."
7 years ago
Yan F.
Director , Premium Consulting
"Good contact management system. It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans."
7 years ago
"I've outlined in the previous messages. I love the functionality of it along with the ability to lead projects with my team. It would be helpful if there were some "how to start" training videos I could give to anyone new to the team."
7 years ago