Capterra 
G2 User in Education Management
User in Transportation/Trucking/Railroad
"I like the organization and ease of reading data."
5 years ago
User in Information Technology and Services
"The best thing about is you have all information in one place"
5 years ago
Agency in Events Services
"It offers great project management options and helps gather more information about customers"
5 years ago
Gabriel M
"Some of the features I like most about Insightly are its pipelines, activity sets, and Insightly's channeling feature, which helps all players involved know exactly what to do and when. These features have helped us most to manage the various customers we have at different stages of compliance and keep all our marketing processes under control."
5 years ago
Scott R
"Being able to see all my work in one area and being able to choose what to sign off on from that same screen"
5 years ago
Dr. Angela K.
Founder, Conscious Quest Ventures
"It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place."
5 years ago
User in Market Research
"I love the kanban view and the fact that we've gotten all our team members contributing to it together. Following projects through to completion has been made much easier."
5 years ago
Consultant in Accounting
"ability to track multiple projects with multiple stages"
5 years ago
User in Professional Training & Coaching
"I like it because it is modern and easy to use CRM. The interface is friendly and intuitive. The software presents a wide variety of features to manage contacts, follow the sales process, manage tasks, schedule appointments with customers and view reports."
5 years ago
Verified Reviewer
"The search function is pretty limited. Also it does not scan for duplicates or similar leads that are duplicates. I work in sales and we are constantly qualifying leads, setting appointments, and then moving them along in the sales process. I like that it has a mobile app and it gets the job done."
5 years ago
Nezar K.
Sales Manager, Vibrus Group
"Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives."
5 years ago
Karla A.
Customer Service, StateReporting.com
"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
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."
6 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."
6 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
6 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."
6 years ago
Jason F.
"null"
6 years ago
Darien H.
"null"
6 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."
6 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
6 years ago
Maxim P.
"null"
6 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"
6 years ago
"The user interface is very intuitive. The price is very reasonable for the features provided. I like the integration with G Suite and Jot Forms."
5 years ago