Capterra 
G2 
Adam G.
Associate Account Manager, Five Blocks Inc.
Jessica d.
"I love this app. I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."
6 years ago
Sophie D
"The facility for create a new project. I like the design and its easy to use. Its a good base and i have all my client"
6 years ago
Verified Reviewer
"It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform."
6 years ago
Jackie P.
Executive Director, Brazos Valley Center for Independent Living
"Easy user interface The InSightly University provides lots of quick, well made instructional videos Free for a limited number of users Great for tracking grants, related documents, & timelines"
6 years ago
JAIME E
"this software is very good because it allows us to easily make the sales processes of our company, these processes we do it in an optimal way, effective for its functions that support us to be a better company every day, it is very important to have it since It organizes our contacts, calls, corporate agenda that allows us to improve our operations within th..." Read more
6 years ago
Kyle B.
Major Account Manager, Computer Software
"This was a great tool for me to use while working with my consulting company. I was able to quickly log potential customers in the system and determine what actions I wanted to take on an automated follow-up schedule. The app was very helpful and thoughtfully designed!"
6 years ago
Narasimhan (Nari) S.
Chemical Engineer, National Energy Technology Laboratory
"Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out."
6 years ago
Tierra B.
"The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list."
6 years ago
Margaret M.
Sales Manager, Flooring USA & VHR
"I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications"
6 years ago
Stavros L.
CTO, Pobuca
"It's fast and covers all basic functions of a CRM system"
6 years ago
Kevin H.
Chief Executive Officer, Billingsley Printing
"I really wanted this to be the way we captured customer data but the lack of a native method to integrate with QuickBooks was a deal breaker in the end. It positions itswlf as being able to do so but it doesn't mention that other companies software is required and it'll cost more. Full disclosure: We moved on to a different all in one solution from DocketMa..." Read more
6 years ago
ana d
"analyzing this software we realize that it is a solution that allows us to manage, identify and manage the relationship of our customers and collaborators; It is a system that will drive each of our company goals, starting with an effective organization of each of the processes, such as our contacts, real follow-ups of users, among others. It provides an int..." Read more
6 years ago
Jack D.
"null"
6 years ago
Joe G.
Church Communications Training, ChurchTrain.uk
"There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features."
6 years ago
Agency in Marketing and Advertising
"The free plan is a bonus for small businesses just starting"
6 years ago
Cory S.
Sr. Manager of IT Solutions & Development, Meridian One
"UI is definitely easy on the eyes. What I like is that it integrates with the Google suite so that makes things super easy for that entrepreneur."
6 years ago
Jennifer F.
CEO and Founder, Prospect Research Institute
"I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities."
6 years ago
William M
"- Simple CRM that can be extended with custom fields. - You can integrate GMail with Insightly so your emails are saved to the platform. - A LOT easier to configure than Salesforce."
6 years ago
Steve L
"The price is right, at just $20 per month per user, and it's generally very easy to use. For a smaller organization (sales staff of two), it does everything we need and more"
6 years ago
User in Publishing
"I like that they help track projects, opportunities, and contacts. The interface enables me to easily manage tasks, especially with its project dashboard."
6 years ago
User in Internet
"Ease of use. Very simple and set up time did not take long compared to some of the larger CRM giants. Great for the small business world."
6 years ago
Michael S.
Co-Founder, OrangeWave Creative Media
"Insightly has really helped my efficiency and ability to keep up with the day-to-day things I have to do to grow my business. I'm hoping that I get enough clients and have enough work to do where I'll have to get one of the paid versions someday!"
6 years ago
Qiang M.
Sales engineer, AEchem Scientific Cooperation
"This software is fairly easy to use and the price is reasonable for a small/medium business. It is also very easy to set up and implement it."
6 years ago
User in Textiles
"I like the task page the best. I can assign tasks to a sales rep and then I can see when it's complete. I also like that the tasks are public to everyone"
6 years ago
"Good program for what it is supposed to do but there si not much in way of extra features."
6 years ago