Capterra 
G2 
585 reviews
4/5 average rating
Cat M.
Partner, Matsuda & Associates LLC
Nithya B.
IT Consultant, Prescio Consulting
"Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks."
8 years ago
Tom C.
Co Founder, 3D Source
"Some more sophistication to go on their pandadoc integration but overall pretty happy with Insightly. Easy, mobile, integrations, email integration."
8 years ago
EY T.
Executive Assistant, SLRP
"As the administrator for a very small company that was looking for mainly a contact management system, I received much more. I am truly happy with my decision thus far as a result of the ease of use and value."
8 years ago
Kevin H.
President, Ascent Management Consulting
"In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities."
8 years ago
Paul G.
Partner, Triumvirate Content Consultants
"Insightly has a customer service that is responsive. The tools are intuitive. Reporting could be better. Intuitive, pretty robust set of tools."
8 years ago
Thomas E.
Founder, Custom Programming Unlimited, LLC
"After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years..." Read more
8 years ago
Kevin G.
President, Gainey Enterprises, Inc.
"We have used Insightly in our business for the past year. It allows us to maintain an easy workflow without being too process heavy. Some systems try to force you to do too much and you spend more time setting them up than communicating with your prospects and clients. We have not discovered any bugs or issues. The software works as we expect it to. We like..." Read more
8 years ago
Melissa L.
Behaviour Analyst, Social Edge Training for Life
"On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the '..." Read more
8 years ago
Barb M.
Community Wellness Coordinator, Inver Grove Chiropractic
"I have been using this product for about 6 months. I am not all together sure how to best use this product. I am an individual user who does marketing for a small health education clinic."
8 years ago
Verified Reviewer
"we use it for our small business and it works great! Been using it for 3 years, and still happy with our choice, it is nice to see all the added features regularly!"
8 years ago
Steve H.
Vice President, Noble Consulting Services, Inc.
"We use currently use Insightly to manage our contacts, notes and tasks. We consider these our basic, high priority items. Insightly handles these in a straightforward, easy to use and easy to implement manner. We also believe the learning curve is manageable and that Insightly is a cost effective choice for basic CRM. We use both the desktop and mobile a..." Read more
8 years ago
Matthew A.
CEO, Comprehensive Web Designs
"Very easy to use. Love the product for my business"
8 years ago
Charles C.
Account Manager, Akers Packaging Solutions
"I personally like the ease of use. The us r interface is very user friendly with the info that you use at your finger tips. Also the mobile app is the best I have ever used."
8 years ago
Bruce C.
Senior Broker Consultant, Top Producer Systems / Realtor.com
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9 years ago
Carlos L.
Diretor, Escola Estudios
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9 years ago
Patrick J.
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9 years ago
Robin P.
Director of Operations, TriTex Insurance
"How easy it is to use. There is really no learning curve. When I am out of the office I feel like I have my clients file in the palm of my hand."
9 years ago
Andrew P.
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9 years ago
Julius G.
Business technology expert and CRM consultant, IT patarejai, UAB
"One of the best CRM/sales management tools on the market. Have been using it to track all of a small lawyer company's (30 users) contacts into one place. The card reader works just fine, but the deep integration with Google Apps is the best part. It's not a super-duper CRM like Salesforce, but it does all that is needed for a SMB and more."
9 years ago
Nathan G.
Owner, Inspiro Business Solutions
"Single Sign on from Google Apps, Various integrations available especially Zapier allows for some cool custom setups."
9 years ago
Hrag K.
"If you're just starting off in sales and want to start tracking calls, emails, etc, then Insightly is a great product, for free. Super easy to use, you can even import your contacts."
9 years ago
Deborah K.
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9 years ago
Christy M.
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9 years ago
Kevin W.
Project Coordinator, True Inbound
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9 years ago
"I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks..." Read more
8 years ago