Capterra 
G2 
861 reviews
4.4/5 average rating
User in Financial Services
Aaron W
"Ease of use. Format. Mail Campaigns. Lead sorting. Reporting."
7 years ago
Andrew D
"My favorite features of the system are the ease with which you can connect all of your contacts to their related companies and projects"
7 years ago
Administrator in Railroad Manufacture
"The customizability is great for smaller companies like ours that are developing sales processes"
7 years ago
Administrator in Marketing and Advertising
"Ease of creating opportunities and attaching relevant files."
7 years ago
Consultant in Marketing and Advertising
"The platform really simplifies the client management process and allowing us to go through the sales process."
7 years ago
User in Entertainment
"My favorite feature of Insightly is the complex filtering abilities."
7 years ago
carlos m
"The notes sections, being able to store documents, and linking to emails"
7 years ago
User in Food Production
"Its on the cloud and accessible for me wherevere I am. However I would rather use in the office on a bigger screen."
7 years ago
User in Health, Wellness and Fitness
"Its Free. Its Simple, and a great way to manage contacts and current sales deals."
7 years ago
User in Marketing and Advertising
"I like that you an book up quick books to insightly"
7 years ago
User in Machinery
"I like how you you can classify existing vs. potential customers"
7 years ago
User in Religious Institutions
"Love the easy to use interface. Our team has learned to use this and it's been a wonderful asset to connecting with our clients. The phone app is great."
7 years ago
Laurie A
"If I could have understood the training a bit better on the sorting and marketing aspects, I couldn't seem to get the fields organization down!"
7 years ago
User in Internet
"Scan business cards with your mobile and the custom e-mail address you can BCC to log things."
7 years ago
Jeanna C
"Insightly has a free use version up to a certain amount of entries and it really helps start-ups/small businesses who need something simple."
7 years ago
User in Renewables & Environment
"I love that Insightly automatically connects people and organizations and allows you to add files and emails as well as gives you a heads up if there is an existing contact with the same information."
7 years ago
Christine S
"I like how easy it is to add new contacts and organizations and search through them for what I am looking for at any given moment. The ability to look up someone's phone number on my mobile phone and call them couldn't be more convenient. The reporting tools are also useful for tracking progress on deals/transactions/sales"
7 years ago
User in Biotechnology
"interaction with other systems, email sending creates contacts, excel extractables."
7 years ago
User in Hospitality
"Most useful to me is capturing important emails and attaching them to contacts or creating a new contact and organization."
7 years ago
Anissa B
"What I like the best about Insightly is that I can see if and when an email was opened and any links/attachments. I love being able to create email templates so I don't have to type a full email. Insightly's app helps me to respond to leads in a timely manner by sending me notifications while on the go. I also love being able to check off each task for my..." Read more
7 years ago
Tina V
"The best feature of Insightly has to be the tagging feature - intuitive & simple to implement. Many of our contacts provide little information, so being able to describe them & categorise them via tags allows us to pull up relevant contacts with a few clicks."
7 years ago
Administrator in Health, Wellness and Fitness
"I really like Insightly. The activity sets are a huge time saver and great tool."
7 years ago
User in Individual & Family Services
"Insightly's Task and CRM integration is superior to the other program I've used - being able to call up emails sent while looking at a task is of great benefit"
7 years ago
Administrator in Marketing and Advertising
"I love how it connects to G-Suite and my calendar."
7 years ago
"The ability to connect call notes, email and tasks to each lead."
7 years ago