Capterra 
G2 
Paul T
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"
6 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"
6 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."
6 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."
6 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."
6 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."
6 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."
6 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"
6 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."
6 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
6 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."
6 years ago
Akhil A
"Enjoyed using it was simple and helped me keep track of progress with my clients using their notes functions."
6 years ago
Eric P.
IT Manager, Bosch USA
"The interface is really very nice. It's well designed which makes it easy to use the software. I like the availability of lots of videos that helps to train users on how to use the product. There are lots of integration options with third party tools. I also like the ability to easily customize the products to suit one's needs."
6 years ago
Jenna M.
Communications Manager, International Relief Teams
"Overall Insightly is an affordable CRM that is intuitive to use (for its most basic features) but also has a slightly steeper learning curve to truly grasp all of its capabilities."
6 years ago
Verified Reviewer
"Very usefull and easy to custom for our own needs"
6 years ago
Jerssie B.
Warehouse Manager, IBG group of Companies
"this app are very helpful in doing CRM in businesses. It managing projects in easiest way. I like the real time task features, with that, it allows the owner to track reports in time. Cool!"
6 years ago
David K.
General Manager, iCan Storage
"I like the product, been using it for 3 years, but dislike the search interface and functionality and lack of phone support."
6 years ago
Andrew O.
Owner/Creative Marketing Director, Media Smart
"null"
6 years ago
User in Information Technology and Services
"It is very easy to use. You can get onto Insightly and understand most of what it is going on. We can change and adapt the program to what we need to it do for our business. If we need to create more custom fields, more drop down options, or more tags. That is all possible and fairly easy to do. It also functions well with Google Mail so we can use our email..." Read more
6 years ago
Verified Reviewer
"Overall, Insightly has been a pleasure to work with. I use this with a smaller team so it's been easy to start-up and run with. I have some concerns about our business "outgrowing" it but hopefully it grows alongside us!"
6 years ago
Verified Reviewer
"It is an awesome method of maintaining the Vendors database. It can also be searched very easily."
6 years ago
Stephanie S.
Quality Assurance Officer, Manufacturing Company
"Great app for me! it is manageable in doing tracking contacts, clients, documents and many more. And with this, you can collaborate with other application that is common online to make your work easy and faster."
6 years ago
Lucinda H.
Freelance Writer, Self Employed
"I like that you can have two users for free. It's a great solution for small businesses that need capital for other things."
6 years ago
Verified Reviewer
"Their Gmail integration is how I started using them, really liked the look and feel of it. Not having a contact limitation is definitely nice, but the pricing is also medium range with it."
6 years ago
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
6 years ago