Capterra 
G2 
Marc O.
Camil V.
". — What do you like best about Insightly CRM?Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress. — What do you dislike about Insightly CRM?Currently, the same filters and fields..." Read more
23 days ago
Javier G.
". — What do you like best about Insightly CRM?It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble. — What do you dislike about Insightly CRM?Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it..." Read more
a month ago
Alex M.
". — What do you like best about Insightly CRM?I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. — What do you dislike about Insightly CRM?There is occasionally lag when navigating the website and/or when updating existing..." Read more
a month ago
John R.
". — What do you like best about Insightly CRM?Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. — What do you dislike about Insightly CRM?Minor bugs, and constant refreshing while working on notes or updates caused me to lose th..." Read more
a month ago
Verified User in Hospital & Health Care
". — What do you like best about Insightly CRM?The reports and dashboards, great for data. — What do you dislike about Insightly CRM?Sometimes, the verbiage can be a hurdle for new CRM users — What problems is Insightly CRM solving and how is that benefiting you?Before, we were having a hard time tracking data for our cus..." Read more
a month ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
2 months ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
2 months ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
2 months ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
2 months ago
Robert N.
". — What do you like best about Insightly CRM?Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many differen..." Read more
2 months ago
Courtney H.
". — What do you like best about Insightly CRM?As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's i..." Read more
2 months ago
Robert N.
". — What do you like best about Insightly CRM?Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many differen..." Read more
2 months ago
Courtney H.
". — What do you like best about Insightly CRM?As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's i..." Read more
2 months ago
Courtney H.
". — What do you like best about Insightly CRM?As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's i..." Read more
2 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. — What do you dislike about Insightly CRM?It could be becase we have done a lot of configuring, but..." Read more
2 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. — What do you dislike about Insightly CRM?It could be becase we have done a lot of configuring, but..." Read more
2 months ago
Kathy M.
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
4 months ago
Kathy M.
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
4 months ago
Kathy M.
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
4 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?It is User-friendly and we like the relational connections. Support is Great too. — What do you dislike about Insightly CRM?it has gotten a little expensive as we have added some features — Recommendations to others considering Insightly CRM:it works for us as a relational da..." Read more
5 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?It is User-friendly and we like the relational connections. Support is Great too. — What do you dislike about Insightly CRM?it has gotten a little expensive as we have added some features — Recommendations to others considering Insightly CRM:it works for us as a relational da..." Read more
5 months ago
Verified User in Manufacturing
". — What do you like best about Insightly CRM?It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. — What do you dislike about Insightly CRM?It required a good amount of time to un..." Read more
5 months ago
Verified User in Manufacturing
". — What do you like best about Insightly CRM?It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. — What do you dislike about Insightly CRM?It required a good amount of time to un..." Read more
5 months ago
Verified User in Furniture
". — What do you like best about Insightly CRM?Tasks and contact emailing need to be improved — What do you dislike about Insightly CRM?Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. — Recommendations to others..." Read more
7 months ago
". — What do you like best about Insightly CRM?Integration Capabilities Insightly offers a wide range of third-party integrations with popular tools like QuickBooks, Slack, Mailchimp, and Microsoft Teams, making it easier for businesses to sync data across multiple platforms. Additionally, its API allows for custom integrations, which is ideal for..." Read more
10 days ago