Capterra 
G2 
861 reviews
4.4/5 average rating
Sante Z
Graham D
"Ease of use, layout, and cloud based platform."
7 years ago
User in Mechanical or Industrial Engineering
"Loved the full featured CRM platform in general and loved that fact that it was free for first two users. This allowed my small company to utilize a great CRM platform while we were small with no cost and as we grow we will become a paid user. I love this business model and am surprised more SaaS platforms don't take this approach."
7 years ago
User in Aviation & Aerospace
"We love the ability to customize fields that is very important to us. The import and export feature is also important so we can make bulk edits. So far Insightly has been developed in a way that makes things easy to setup and start using right away, but also gives you a good deal of customization which is essential to the intricacies of our business."
7 years ago
Jessica G
"The layout is nice and easy to navigate."
7 years ago
User in Hospital & Health Care
"I love the insight it provided into analytics"
7 years ago
User in Financial Services
"Insightly is very easy to use and also has a great layout/design. Therefore it is attractive to use also."
7 years ago
User in Information Technology and Services
"Insightly is a good CRM for the price point. The workflow is decent, it offers customizable features and training resources. I also enjoy the UI and overall look and feel."
7 years ago
User in Writing and Editing
"I love that it's easy to start up and sync with my google account"
7 years ago
User in Animation
"I like the way it manages clients, it makes it easy to navigate. I can track things easily with the software. I can put notes, tasks, etc...that is very helpful. I think there is a small learning curve to the software, but overall it is easy to use. I found it a much better system then similar crm softwares."
7 years ago
Administrator in Human Resources
"For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate."
7 years ago
User in Entertainment
"It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software."
7 years ago
Kyle M
"THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win."
7 years ago
Administrator in Motion Pictures and Film
"Easy to keep track of different customers and automate emails."
7 years ago
Andrés S
"What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data."
7 years ago
Kaitlin M
"I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice."
7 years ago
Whitney W
"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."
7 years ago
Administrator in Information Technology and Services
"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."
7 years ago
Anna B
"It is simple to navigate and keeps all my info central"
7 years ago
User in Real Estate
"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."
7 years ago
Administrator in Information Technology and Services
"Ease of use, reporting and overall flow of lead to project"
7 years ago
Andrew J
"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."
7 years ago
User in Management Consulting
"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."
7 years ago
Consultant in Marketing and Advertising
"BBC emails to keep track of them as Opportunities. Trying to follow up with prospects in my email isn't always effective even when I have tried to keep folders for them. With so many incoming emails, I would rather have the prospects logged in a different set up so that I can run through them all at once without having to do the email scavenger hunt. The rep..." Read more
7 years ago
Laura R
"Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM."
7 years ago
"Very simple and straightforward structure"
7 years ago