Capterra 
G2 
861 reviews
4.4/5 average rating
User in Consumer Electronics
Jaime S
"Intuitive, easy to use interface. A decent level of customization available and good canned reporting options."
7 years ago
User in Education Management
"It's easy to use, great free version, can import/export excel contacts spreadsheet, set us reminders, pipelines etc.."
7 years ago
Administrator in Printing
"Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze."
8 years ago
User in Hospital & Health Care
"Easy to navigate from task to task. Love that it puts everything in a chronological order so that I can see what needs to be done and whats coming up."
8 years ago
Administrator in Staffing and Recruiting
"organizes my clients and can generate custom reports and lead sheets for sales"
8 years ago
Vincent N
"Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful."
8 years ago
Julio Cesar B
"Integrates with other solutions very quickly and easily"
8 years ago
Will C
"Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team."
8 years ago
Jon B
"Integration into my gmail and linkedin accounts"
8 years ago
Bruce H
"Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create..." Read more
8 years ago
Joshua M
"-easy interface -simple but effective companion app -merges well with other programs"
8 years ago
Administrator in Information Technology and Services
"The platform is easily configurable. Just watch the webinars and post on the message board if you have more questions."
8 years ago
Jake D
"I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates."
8 years ago
Alice F
"The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact) straight from my G-Suite em..." Read more
8 years ago
Administrator in Textiles
"Being able to see our database grow, funneling from our website."
8 years ago
Audree L
"The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportuni..." Read more
8 years ago
User in Management Consulting
"Tracks leads and projects through all the phases."
8 years ago
Administrator in Marketing and Advertising
"It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives."
8 years ago
Seth W
"It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well."
8 years ago
User in Financial Services
"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."
8 years ago
Administrator in Public Policy
"Linking feature to capture relationships between our supporters and their Members of Congress."
8 years ago
Allred E
"- helps me keep track of my contacts - merges with email and calendar - reminds me when to follow-up with whom"
8 years ago
Don D
"Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop."
8 years ago
User in Marketing and Advertising
"I mainly use the task and project management tools"
8 years ago
"Easy to navigate and has a lot of features that are worthwhile."
7 years ago