Capterra 
G2 Verified Reviewer
Matt H.
President, Elevated Networks
"We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across..." Read more
2 years ago
Colleen R.
"Its a very basic CRM to keep track of information"
2 years ago
Jonathan S.
Executive Director, Yakima County Development Association
"Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at."
2 years ago
Anne K.
Director Operations, Communico
"I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly..." Read more
2 years ago
Rachel B.
Proposal Review Director, BPS
"My overall experience is really good. When I am working with AppConnect, I feel I get limited support on what issues I am encountering."
2 years ago
Scott R.
"Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a organization"
2 years ago
Matthew S.
Head of Client Engagement & Services, Sullivan & Stanley
"It is relatively intuitive easy to customise, easy to align to specific business needs."
2 years ago
Shelley C.
National Marketing Manager, eHaus
"For a small to medium sized business Insightly is a great as it has entry level options to get you started. As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions"
2 years ago
Michelle G.
Business & Marketing Coordinator, Morrison
"Great! It suits our needs perfectly. It can be used in simple form or allows us to enable more features as our needs grow."
2 years ago
Jaysen L.
Senior IT Manager, Princeton University
"Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support."
2 years ago
Kenneth W.
"I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer rece..." Read more
2 years ago
Megan F.
Concierge, Kwiat
"Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery."
2 years ago
Phil S.
Founding Attorney, Bauer & Shekerlian Law APC
"So far fantastic. It is really easy to customize to your needs."
2 years ago
Javad S.
"The CRM that is user friendly and powerful tool. — What do you like best about Insightly CRM? I am using this tool mainly for email feature and bulk editing. The best thing is that you can send email by just one click and history gets saved. Also the bulk editing while using of a big data is very much effective. — What do you dislike about I..." Read more
2 years ago
Leung Jun C.
"Insightly is a great CRM tool. — What do you like best about Insightly CRM? I like Insightly because it allows me to save activity sets for recurring groups of tasks that are required for various types of projects. It works well as a central repository for customer data that all internal teams can access. I personally didn't use many of the other..." Read more
2 years ago
Jessi N.
"Director of Marketing and Business Development. — What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. — What do you dislike about Insightly CRM? There are some fields that come preset whic..." Read more
2 years ago
Daniel J.
Accountant, Deeagle Tax and Accounts Limited
"It was a great to use Insightly and it helped the business to grow in the early days. I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software."
2 years ago
Denise W.
Marketing Specialist, Resolution Agency
"In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to prov..." Read more
2 years ago
Nolan N.
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. — What do you dislike about Insightly CRM? It do..." Read more
2 years ago
Antea L.
"Reliable CRM. — What do you like best about Insightly CRM? It auto connects to our clients then creates opportunities in instant — What do you dislike about Insightly CRM? None so far. I don't experience any discomfort using this software. — What problems is Insightly CRM solving and how is that benefiting you? Less hassle,..." Read more
2 years ago
Verified Reviewer
"The software had broad functionality, so it was able to capture lots of information."
2 years ago
Andrew E.
Managing Director, Arishi
"It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional se..." Read more
2 years ago
Amber V.
"Insightly is a great way to keep track of my clients. — What do you like best? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. — What do you dislike? Tasks lists look a little jumbled sometimes and it can be difficult t..." Read more
2 years ago
User in Market Research
"A great CRM tool to keep all teams informed. — What do you like best? It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I pers..." Read more
2 years ago
"Services were dropped as the time passed / all optional services became additional add-on packages / extremely bad customer service."
2 years ago