Capterra 
G2 
585 reviews
4/5 average rating
Fahad F.
DeenTek Solutions
Lex M.
Sales and Marketing Associate, AutoMon
"null"
8 years ago
Rosey S.
Marketing director , Non-Surgical Orthopaedics
"Our company had been looking for a good CRM software for a while. We tried multiple platforms and then came across Insightly. It is compatible with pirates Google email accounts and it was so easy to get started. So far loving it."
8 years ago
Guntis C.
Founder, CEO, Walmoo
"null"
8 years ago
Erika J.
Digital Strategist, Big Picture Creator, Tech-Lover and Goal Crusher, Synergy Marketing Consultants
"null"
8 years ago
Caitlin P.
"Small Australian NFP Charity that manufacturers custom disability solutions. Insightly enabled us to have a custom CRM and project management system all in one, for a 20th of the cost as other systems. We are learning things all the time and continually improving our process. The only thing I wish Insightly would do is not have their live seminars at 1am or..." Read more
8 years ago
Dianne S.
Group Chair, Vistage UK
"null"
9 years ago
Verified Reviewer
"Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve."
9 years ago
Jordi G.
"null"
9 years ago
Gabriel S.
Founder, 4ge
"May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running."
9 years ago
alex s.
sevenstargolf.com
"I have used other CRM's in the past and I really do love Insightly. It's easy to use, very intuitive, love the email linking, task lists, calendar... you name it. They also get emails if someone assigns you a task and their newsletters are relevant to your sign up date. Obviously, if I signed up a week ago I need help uploading my contacts and setup, and..." Read more
9 years ago
Steven F.
"I first signed up my company for insightly to use on internet sales for furniture products. We ended up expanding that use as sales reps enjoyed how simple it was to use and share info on leads."
9 years ago
Luiz C.
Owner, eCommerce Cosmos
"I love how this software is great on the go. I integrate with mailchimp, send an email to 1000 people and quickly identify which candidates deserve a call and do that on my drive home."
9 years ago
Chad M.
Integration Consultant, Work Horse Integrations
"Insightly is a great cloud based CRM with a custom API that allows for great customization, and integration with other applications. Also their customer service is very quick with there responses to cases and incidents. Finally, their community is large and well set-up so that users can go on there to discuss issues that they are having or successes that the..." Read more
9 years ago
Catie H.
Social Media & Website Coordinator, Canterbury Pilgrimages
"I've never used a CRM program before, so I really just needed something quick and easy to learn -- a place to keep all my notes, contacts, and some important emails. And Insightly has surprisingly worked well for me, even though I had no idea what I was even looking for! I'm pleased with it."
9 years ago
Fredrik H.
"null"
9 years ago
Jonathan D.
GCT
"After comparing Insightly to CRM/project mgmt tools out there, I'm really impressed at how easy-to-use the site is, and one of the biggest deals for us was being able to link multiple people to one organization and vice versa. That's surprisingly tricky to do with other platforms, so I'm really grateful that this is standard with their site. Really love how..." Read more
9 years ago
Alex W.
Owner & Business Development Manager, Clear Web Marketing
"null"
9 years ago
Ivan G.
Founder and CEO, Limit
"Intelligent people simplify complex things, and that's what Insightly has done with their CRM. Easy to set up, customise, and actually delivers what a small to medium business truly needs. I love it!"
9 years ago
Mahendra R.
N/A
"Having tried all major CRM tools (and I am old enough to have started with Siebel), I was looking for something that's simple, intuitive, mobile friendly and easy to use. Insightly rocks in every possible way and more. 1) Easiest setup and customization 2) Very cool integration with Google (Google Docs / Calendar / Contacts). Import contacts and viola - i..." Read more
10 years ago
Andrew S.
Owner, Keller Williams Realty
"It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my "i's" dotted and "t's" crossed."
10 years ago
Morgan H.
Owner, MorganHege.com
"Insightly works well with Gmail. If you already use Gmail everyday, the insightly Gmail gadget will make your life a dream. Also, the ability build workflows and assign tasks in insightly is very well executed. The ability to integrate with quickbooks online, and mail chimp make this a powerful crm for enterprising small businesses (like mine)"
10 years ago
Luke F.
CEO, Centercode
"Email transparency, Google Mail/Apps integration, easy project management, great data structure (people, accounts, opportunities, etc), and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time. Also, the pricing is amazing."
10 years ago
Mark I.
Owner, Texas Ironclad
"Great support. This really helped me build relationships that enabled me to sell one company that we started from zero."
10 years ago
Jamie L.
Director of Business Development, Platinum Resource Group
"Looking for a SIMPLE CRM to implement for your business - check out Insightly. Ease of Use - Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it's great integration. It is easy to use for projects, HR and vendor management as well as sales. I..." Read more
10 years ago
"We use Insightly to manage the sales leads and track various stages of a certain customer contract. It is a good tool for the job, but sometimes the setup becomes too complicated, specially for a nontechnical sales force, it could become unusable at some times. Overall, good features specially API integration from a web form."
8 years ago