Capterra 
G2 
585 reviews
4/5 average rating
Golfredo M.
Cheryce E.
Virtual Assistant, Freelancer
"I would recommend this software for business who wants to be on top of their games in being organized and ready for any tasks and also to easily monitor teamwork for completion."
7 years ago
Vince K.
President, Swiftblue
"There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients ev..." Read more
7 years ago
David L.
Marketing Manager, R-V Industries, Inc.
"null"
7 years ago
Chelsea M.
Broker, BHHS
"EASY!! Lists my contacts in order of entry date. Lists my contacts based off of their category like contacted, not contacted, etc."
7 years ago
Verified Reviewer
"I love how easy it was to get started and then get into the more advanced features. This has made it so much easier to follow up with leads and close more business."
7 years ago
John P.
Helping companies with technology, No Nonsense Tech (Proper Networks Ltd)
"null"
7 years ago
Barb R.
"null"
7 years ago
Verified Reviewer
"We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program."
7 years ago
Tim J.
Voice Over Artist / Owner, Tim Jackson VO LLC
"What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it. Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client project..." Read more
7 years ago
Alejandro U.
Media, Casa de Libertad
"Integration with other apps, including Quickbooks. The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team! We used it with the staff at our church and it worked great! we had the free version for couple of years now until we upgraded. Truly it is a great app. Also it syncs with the..." Read more
7 years ago
Scott A.
Account managers , Rust automation and controls
"The ability to access my entire CRM through my smart phone. Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports."
7 years ago
Daniel V.
Business Expert, ShopVOX
"The price point and ability in this software is increadible. This is a very complete CRM. I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though..." Read more
7 years ago
Martino Z.
Managing Director, Quomeda
"null"
8 years ago
emily f.
Business Development Specialist , Debut Development
"Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around."
8 years ago
Lee H.
Executive Assistant, Backswath Management Inc.
"It is very easy to use. I self taught myself how to use it within a few days. I like the ability to link the CRM to your emails so that correspondence with clients is automatically added to their profile."
8 years ago
Monique M.
Realtor, Springer Realty Group
"Better organization & information at my fingertips. This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines. I can set reminders to be emailed to me. Tasks can be generated automatically. Files & notes can be added, so everything concerning a property is easily accessible. Plus, multiple..." Read more
8 years ago
Emiliano B.
"null"
8 years ago
Rachelle S.
Director of Operations, Strategic Marketing Solutions
"I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two..." Read more
8 years ago
Brian B.
General Manager, Buzz Brite Cleaning Solutions
"Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions."
8 years ago
Vince K.
Owner, Hear Here
"We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who c..." Read more
8 years ago
John C.
Owner, OADLTD, LLC
"Really like Insightly, but would like to see 'built-in' email functions. I use Insightly for Gmail extension, so I can do may Insightly functions from Gmail. This works well & offers most aspects of working directly from Insightly."
8 years ago
Verified Reviewer
"I've used various other tools like Insightly and well, this is by far my favorite. It is so easy to use, has an attractive interface, and doesn't have too many complicated features. I would definitely say yes if anyone asked if they should use this tool."
8 years ago
Bonnie N.
Principle, B Noble Consulting
"Insightly provides a robust solution for small to mid-size business for an extremely affordable price. Support has been easy to work with and the how-tos have all worked on the first shot."
8 years ago
Shannon M.
EveryThing QuickBooks
"Insightly is easy to use and great for tasks and follow-ups. The biggest frustration is that it does not link to QB. This would be a next big step to make it a game changer."
8 years ago
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7 years ago