Capterra 
G2 Karla A.
Customer Service, StateReporting.com
Tim M
"Insightly helps us to keep an eye on email marketing, calls, and stay in touch with our clients. Moreover, it is easy to use and you don’t need to have extra skills for it. The service is easy-to-use and it has a user-friendly interface. What is more, all information is saved and sound at software’s storage. It is great that app sends a notification, so you..." Read more
5 years ago
Administrator in Education Management
"It's a good learning tool. It's a functional system."
5 years ago
Brad S.
President, The Growth Coach of Central Ohio North
"I was able to upload my data from another system and start using Insightly in less than an afternoon. The interface is easy to use and I was able to use all of the basic features almost immediately. It is easy to track my customers and update my progress with them quickly and efficiently."
5 years ago
Verified Reviewer
"I loved the Simplicity of it. So often these days you will see companies jam-packing in as many features as they can come up with, and that leaves the user overwhelmed more often than not."
5 years ago
User in Facilities Services
"It is an effective tool to strengthen relationships with customers. The panel is striking and dynamic, the view of funnels and graphic reports increase the efficiency of our department since it allows us to obtain relevant data quickly. It is practical to share information about activities, deals, contacts, meetings, among others. It facilitates teamwork and..." Read more
5 years ago
Hannah R.
Self Employed, Self Employed
"Has awesome functionality. I am able to house everything in my insightly account. All of my current clients and potential clients. I am able to house login information, notes, phone numbers, addresses, everything! I can also use this to assign tasks to other employees."
5 years ago
Jason F.
"null"
5 years ago
Darien H.
"null"
5 years ago
Verified Reviewer
"Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice."
5 years ago
Administrator in Architecture & Planning
"I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the traini..." Read more
5 years ago
Maxim P.
"null"
5 years ago
Joanna G.
Challenge Coordinator, Causeway
"* Ability to link between projects * Ability to create "work-flow" * The various ways to tag individuals and projects * Ability to create and save e-mail templates * Plug-in to gmail"
5 years ago
Paul T
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
5 years ago
Administrator in Accounting
"I like that there is a free version to try before you buy. It also integrates well with Gsuite. Most importantly for our organization it has pipelines and activity sets to track workflow and auto create tasks for each step"
5 years ago
Rana G.
Sales Manager, Ideal Lending Solutions, a Division of AFN, Inc.
"the ease of use- i use insightly as a backup software and i like how i can navigate more easily than my current system required crm"
5 years ago
Michael D. W.
Founder / Interactive Project Director, Spectrum Interactive Group
"My favorite feature is the being able to tag my contacts -- helps me search and keep in contact with those most important."
5 years ago
User in Information Technology and Services
"It is the ideal solution for our company as it automates the management of the sales process, from capturing leads to closing deals. Its system is intuitive and completely configurable, it allows us to manage the contact base seamlessly."
5 years ago
Stacy C
"It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us."
5 years ago
Cheryce E.
Virtual Assistant, Professional service
"This software is web-based, easy to use and inexpensive. Insightly offers a simple way to keep track of customer details and notes. Also good to use as a database for easy search."
5 years ago
Verified Reviewer
"Insightly was a great CRM for our team. We used the software for over 2 years with no major issues. More expensive solutions may be available but the value addition may need to be looked at."
5 years ago
Verified Reviewer
"Insightly is one of those apps that you may not even have realised you really need but once you start using it you just don't know how you survived without them. It's truly a revolutionary CRM tool that makes your to-do list simple and straightforward. Must try it"
5 years ago
Verified Reviewer
"My overall experience has been nearly great. It allows me to track my leads for my real estate developments. Insightly is easy to use thanks to its intuitive interface. The integrations with GMail make it really quick to send out emails and update your customer's contact details."
5 years ago
Verified Reviewer
"Insightly is a really cool CRM that I mostly used as a secondary database to maintain a list of Key Contacts for our organization. The link feature is great when you want to make sure you are keeping track of connections and know who to contact when you want to reach certain targets. Being able to bcc an email and log your communications is really handy, too..." Read more
5 years ago
John B.
Principal, Treadwell LLC
"It successfully organizes our sales opportunities and successes. That's the most important thing. The report writer is basic, but very functional. I enjoy how simple it is to connect different records together."
5 years ago
"We solved the problem of moving from working on an in-house built CRM combined with spreadsheets to a more dynamic, one-stop shop CRM that combines tasks and opportunities."
5 years ago