Capterra 
G2 
861 reviews
4.4/5 average rating
Executive Sponsor in Consumer Electronics
Administrator in Health, Wellness and Fitness
"For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution."
8 years ago
Megan E
"I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events."
8 years ago
User in Marketing and Advertising
"Easy to use. Love that it has a phone app."
8 years ago
User in Internet
"I use Insightly to manage contacts and email templates. Insightly is not a beautiful tool, but it does what I need fairly well. Adding and searching for contacts is easy. The email templates are nice, and Insightly reports delivery, open rate, and click rate statistics, which is essential. I don't use the tasks or projects tabs because I use dedicated tools..." Read more
8 years ago
Madison H
"Easy to add conversations and save contacts right from my email conversation."
8 years ago
Administrator in Information Technology and Services
"I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources."
8 years ago
User in Internet
"Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff."
9 years ago
User in Internet
"Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners..." Read more
9 years ago
Holger A
"Google Apps for Work is not a CRM - but Insightly is! And we love it. Together with the collaboration and communication platform from Google it's best available solution for start-ups and SMB at the moment."
9 years ago
Claudia C
"I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as w..." Read more
9 years ago
John C
"I like the ease of use of the product. Simple user interface makes data entry simple and efficient."
9 years ago
Madeline S
"The best feature of insightly is the ability to keep track of opportunities and convert them to projects once they have become approved or a sale is made. This is a great feature because it tracks the life-cycle of an opportunity to fulfillment, and keeps all relevant documents, tasks, and notes linked together for accessibility. Also, an awesome feature is..." Read more
9 years ago
Alessandro B
"Usability, google-like kind of experience"
9 years ago
Craig D
"One of Insightly's standout features is that it has the flexibility to associate any item with any other item. For example, you can associate a contact to more than one organization, associate contacts with each other, associate a task or note to more than one contact, project, or opportunity, etc. Other unique and powerful features are custom pipelines an..." Read more
9 years ago
Sami N
"First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a poli..." Read more
10 years ago
Chris H
"Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well."
10 years ago
David C
"Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integratio..." Read more
10 years ago
User in Marketing and Advertising
"I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, crite..." Read more
10 years ago
Suzy F
"I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great."
10 years ago
User in Media Production
"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."
10 years ago
User in Marketing and Advertising
"The organization and ease of finding records."
10 years ago
Sarbajoy M
"It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client."
10 years ago
Executive Sponsor in Information Technology and Services
"Simple UI, easy to use and free, integrates with Google apps for business"
11 years ago
Joseph H
"Ability to import contacts, add users and set up an organizational flow."
11 years ago
"We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time."
8 years ago