Capterra 
G2 Eliot G.
Director of Business Development, Global Companies
User in Marketing and Advertising
"It's user friendly lay out and the way in which you can tailor it to your business."
6 years ago
James S.
Risk Director, CHOICE FUTURE PLANNING
"Great API integration into other major tools i.e mailchimp, quickbooks etc means data can be easily imported and manipulated from other platforms."
6 years ago
Kayla B.
Marketing, Howard CM
"Insightly is a great system when you have certain companies to target. It is very up to date and easy to read information and edit through the app while on the road. Overall a great CRM system."
6 years ago
Amel S.
Designer, Casapiaui
"It's a good crm software to have, specially when starting or managing a new venture. Insightly have many tools that helps one to organize all costumer informations which is essential."
6 years ago
User in Higher Education
"I like you how can save "organizations" and then individual contacts under them."
6 years ago
Monique M.
REALTOR, Self Employed
"Having the CRM & Transaction management together is wonderful!. CRM & transaction management in one program, integrates well with gmail, ability to customize, email task reminders, mobile app"
6 years ago
Verified Reviewer
"Helps me keep track of all my customers and manage their lifecycles. Gives me insight into my customer base with basic reports"
6 years ago
Zuleida S.
University professor, UDO
"This tool contributes to the management of relations with the clients of the organization. Allows integration with other applications. It's easy to use."
6 years ago
Cory C.
Chief Operating Officer, Concrete Coatings Inc
"There are many, many things that Insightly does, which can also be a negative, since there are some features that are a little obsure and hard to use. Once you get used to it, and if you watch the tutorials, then the CRM becomes a fully integrated part of the sales process."
6 years ago
Agency in Marketing and Advertising
"Easy to use and cheap. You don’t need s lot of experience to get yourself started."
6 years ago
Verified Reviewer
"Insightly does a good job of adding contacts automatically within its database. So now I no longer have to think whether or not I have added it. Which of course, keeps me organized"
6 years ago
Administrator in Management Consulting
"I enjoy the ease with which we can use insightly. It's pretty good and allows us as customers to control the process of using the software"
6 years ago
Verified Reviewer
"It is very simple to manage contacts on the platform. Pricing is very reasonable and very great interface."
6 years ago
Daryl K.
CEO, UniBiz
"User friendly interface. Insightly made is very siple to manage contacts on their platform Affordable. Pricing is fair Login from anywhere"
6 years ago
Clifford S.
President, energy construction environmental corporation llc
"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."
6 years ago
Joe S
"It is one of the few decent platforms that combine CRM and Project Management in one place."
6 years ago
Stephen T.
President, Stephen Taylor & Associates Ltd.
"The free version would be great for a beginning coaching or consulting practice. Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye.."
6 years ago
Michael F.
Owner, Pursuit Training
"I've outlined in the previous messages. I love the functionality of it along with the ability to lead projects with my team. It would be helpful if there were some "how to start" training videos I could give to anyone new to the team."
6 years ago
Jose R.
President, Marketing & Advertising
"Very user-friendly, useful functionalities as part of the basic offer. Very little configuration required while it integrates with gmail tools or others."
6 years ago
Stacy M.
Manager , Health and Housing
"I love the how the dashboard reflects real time information and the opportunity reports are extremely helpful."
6 years ago
Verified Reviewer
"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."
6 years ago
User in Logistics and Supply Chain
"Tasks can be created for anything as little reminders and get emailed to your inbox"
6 years ago
Verified Reviewer
"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."
6 years ago
Sergey P.
Project Manager, Sokol webstudio
"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."
6 years ago
"I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities. Easy to cc outgoing mails to the prospect listing. Simplicity is the biggest benefit for Insightly. Anyone can import w..." Read more
6 years ago