Capterra 
G2 
585 reviews
4/5 average rating
Megan W.
Freelance Writer, LocutusHealth
Dawn B.
Broker Consultant, RLT Private Capital, LLC
"It keeps me in contact with my customers. I can follow up with them and all activity is logged automatically. It makes keeping a record of my contacts easy!"
8 years ago
Austin M.
Director of Services, Centercode
"I like that most of the features are relatively easy to use and customize. Our organization uses this software for both CRM and project management."
8 years ago
Carrie P.
"null"
8 years ago
David P.
Executive Constultant, Fortnum Private Wealth
"Excellent product and installed across the business in under 6 weeks fully implementation. Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help"
8 years ago
Catherine T.
Special projects, Hoboken dual language charter school
"Free version worth trying out, if you're on the fence. The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side. It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, yo..." Read more
8 years ago
Adam M.
Business Development, SEMCO
"Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. I would mainly use the system for staying on top of tasks and project management. The only downside compared to other CRMs is the email function, which I found to be limited."
8 years ago
Jason S.
Zanasi USA
"Insightly is a very easy to use, easy to migrate cloud based solution for small to medium sized businesses. Learning the system is a snap and the project feature is a nice value added addition to your team."
8 years ago
Carol E.
CEO, The Medicare Maven
"I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped."
8 years ago
Leticia A.
Gerente Estratégica Marketing y Comercial, Daivers Promos
"null"
8 years ago
Chuck B.
Business and Personal Insurance Advisor, American National Insurance
"null"
8 years ago
Dipali D.
zakipoint Health
"It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing a..." Read more
8 years ago
Lea W.
GLD
"Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!"
8 years ago
Austin R.
Director of Marketing, The Voice Newspaper
"Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades."
8 years ago
Hannah H.
Director of Operations, David's Harp Foundation
"I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze."
8 years ago
Kristina S.
Owner, Language Wonderland
"Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized. Easy to use and very intuitive."
8 years ago
Joshua D.
1221 Consulting
"While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point."
8 years ago
Jennifer L.
CEO, Decisions Oriented Inc
"I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks. Most of its features are free for up to two users. We use it for Resume Management, Proposal Management, and HR functions as well as all of the customer management. When we get more employees I would not hesitate for a second to pay for a full subscription. The..." Read more
8 years ago
Olayide S.
Accountant, American Airsea Cargo Limited
"This is a very good Sales executive/Customers management software application that simplifies and integrates daily workflow."
8 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"I have used Insightly for a few years in my coaching/consulting business. I find it very easy to use and quite flexible. I particularly like the fact that it works seamlessly with Google for Business. Insightly has a project/case management function which I use for direct coaching. Works very well and links with Google Docs. Every year or so I try other ap..." Read more
8 years ago
Christie G.
Account Manager, BLKBX Creative Group
"We used this CRM for internal use as we organized and managed our client lists, projects, emails, and tasks. Our business is small but growing rapidly, and our client list grew exponentially within the last year - Insightly's system for tagging, it's icons, and it's organizational taxonomy was extremely helpful. That said, we didn't use all of its capabiliti..." Read more
8 years ago
Matt R.
Managing Director, Swiftward
"Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software pa..." Read more
8 years ago
Decebal B.
Operations Manager, Aventurio
"Because we are a small team we use the free version of the software. Is helpful if you would like to organize yourself and offer a lot of integrations like Gmail but I believe that is missing some features to be a complete product and not make you jump from a solution to another. E.g. I wish to be clear when you add a partner and a client and have the optio..." Read more
8 years ago
Tim B.
IC3
"We have been using Insightly for about a year. Its integration with gmail has been a big time saver and enhancement to our ability to track and respond to clients. It is easy to use and setup and its web based which means everyone has access to it and it requires no downloads or update on individual computers."
8 years ago
Terri Z.
Owner, A Vermont Table Catering by Terri Ziter
"I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site..." Read more
8 years ago
"Tracking the best opportunities to grow my business. It's pretty simple to get started. The concepts are relatively straightforward and the interface is smooth, so getting your contacts entered (or even uploaded) is easy."
8 years ago