Capterra 
G2 
585 reviews
4/5 average rating
Melissa P.
Digital Productivity Coach, Productive Power
Mathew W.
Executive Vice President , Arrow Freight Systems
"Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features."
5 years ago
Joel M.
Consultant, JM Media Management, LLC
"What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users."
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
Susan A.
Sr. Manager-Business Operations, Verizon
"Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool."
5 years ago
KELSEY L.
Business Development, Speyside
"Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion."
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
Aaron F.
Owner, Redeemed Construction
"My business wouldn't run without it. I have too much to keep track of and it now stays all in one place. Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie toget..." Read more
5 years ago
Bryan R.
tech director, ESSDACK
"It is simple to use. The email integration is convenient."
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
Justin R.
Project Manager, Diablo Media, LLC
"Insightly makes managing client relationships, prospecting, and marketing as simple as a single, fully-integrated platform that allows you to utilize and compare insights across all of those arms of your business."
5 years ago
Nathan B.
"null"
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
Amb. Dr. Ali A.
"null"
5 years ago
Michelle T.
"null"
5 years ago
Jason F.
"null"
5 years ago
Darien H.
"null"
5 years ago
Verified Reviewer
"It was good for a time but we outgrew it's offerings and the competition had a better product for the money when we switched."
5 years ago
Jeff P.
"null"
5 years ago
Emily S.
Small Groups Director, The Jar Community Church
"I use it to help manage my husband's business. It has helped him to maintain better communication with clients. I like that there is a section for Leads so you can keep track of potential clients."
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
Verified Reviewer
"I liked that it is easy to use. Able to run some reports and has good search functions."
5 years ago
Maxim P.
"null"
5 years ago
Zak M.
Owner, Sweet Capacity LLC
"General features of CRM are included, really like that there is a 2-person free option for a small operation like mine."
5 years ago
"My goal with a CRM is to compile information into one place and save time. I feel like I spent more time working around the issues with Insightly than I saved. We ended up switching to ONTRAPORT after giving up on this software."
5 years ago