Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
Kyle B.
Major Account Manager, Computer Software
"Started with a trial and then purchased insightly for tracking my consulting customers. The tool is very very intuitive and works great for consultants and people maintaining a large database of customers through various stages of the sales lifecycle. The app is great and the support was wonderful."
7 years ago
Trisha M.
HR Director, Urgent Medical Staffing Solutions, LLC
"This software is a great investment and allows for organization for various things all at once. The ease of being able to keep records for employees right on their profile. This software allows for creating and organizing various aspects of managing a company, current, prospect, former employees, allows for tracking upcoming tasks."
7 years ago
Lindsay F.
Quality Assurance Analyst, Slingshot, Inc.
"I used this software for a few months, and I would recommend it to a friend. In fact, I did recommend it to a family member. This project management software is easy to use, and you can put A LOT of information in. I mean, you can have multiple projects, multiple facets within those projects, and then details and updates about what is going on everyday! It's..." Read more
7 years ago
E'lona M.
Agency Owner, Moore Relations
"Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will ge..." Read more
7 years ago
Victoria D.
President, Students for Haiti Inc.
"I was able to organize/store contact information of donors, stakeholders, and other people of interest for my non-profit organization."
7 years ago
Verified Reviewer
"Keeping track of clients and conversations and emails. So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is."
7 years ago
Josh T.
President, Studeo Productions
"I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton."
7 years ago
Verified Reviewer
"Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time."
7 years ago
Hector F.
Manager, Trolion
"We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team."
7 years ago
Shaun H.
Automation Strategy, Resolve Systems
"null"
7 years ago
ron r.
ceo, NeuroZen Rehab Tech
"I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database."
7 years ago
ARLENE W.
Owner, GLD
"I do not have anything negative about the software. I have added files and find it easy to save and edit them."
7 years ago
Nick W.
Director, POD CREATIVE (YORKSHIRE) LIMITED
"null"
7 years ago
Millie H.
CEO, Team Justincredible
"The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts."
7 years ago
Wesley J.
Environmental Scientist, Wetland Solutions LLC
"Easy way to capture customer info on the move with the app. The base function of a CRM is crucial to a modern digital business and this is the easiest to use and most cost effective CRM on the market. The design is easy to understand but it doesn't limit the functions available to users."
7 years ago
Tracey M.
Professional Freelancer, Professional Freelancer Available For Remote, Contract, Part-Time Or Other Opportunities
"Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check ou..." Read more
7 years ago
Carlos Eduardo d.
Co-Founder, Coopers Digital Production
"It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads."
7 years ago
Verified Reviewer
"Great CRM solution for a startup business, easy to setup and use, very cost effective. Easy to use and setup, very quickly we could import existing contacts and manage them. We could also enter new contacts and create custom settings to track our opportunities. Also, Insightly has a very good associated iOS app, so easy to enter new leads and manage existin..." Read more
7 years ago
Mike N.
Co-Founder, Focus Forward Media
"It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients."
7 years ago
Verified Reviewer
"I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it."
7 years ago
Jonathan H.
Co Founder: Information Systems & Content Manager, Market Tank
"Its great at what it does, just make sure you know its not going to fix everything. This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche."
7 years ago
Verified Reviewer
"Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what."
7 years ago
Kelsey B.
Recruiting Coordinator, Altig - American Income Life Insurance Company
"null"
7 years ago
Daisy Q.
PA, Mortgage
"It features a lot of products to keep track of business, marketing tools and easy to store contacts"
7 years ago
"Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product cont..." Read more
7 years ago