Capterra 
G2 Jai J.
Verified User in Alternative Dispute Resolution
". — What do you like best about Insightly CRM?Dashboard cards are most helpful as a case manager. The reporting tool is also user friendly and easy to learn. — What do you dislike about Insightly CRM?Certain fields that get added such as (Closed/Referred to CMC) don't reflect on the pipeline the same way (Closed/No contaact) would fo..." Read more
16 days ago
Verified User in Education Management
". — What do you like best about Insightly CRM?The platform does have some useful contact management features, — What do you dislike about Insightly CRM?We implemented Insightly CRM, hoping it would streamline our contact management needs. However, we found that it is very sales-driven, with most features centered around sales pipelin..." Read more
16 days ago
Verified User in Technology and ServicesInformation
". — What do you like best about Insightly CRM?The CRM system allows us to manage our prospects quickly and efficiently and track engagement — What do you dislike about Insightly CRM?The on boarding process can be a bit much for new users — What problems is Insightly CRM solving and how is that benefiting you?Insightly al..." Read more
16 days ago
Cornell A.
". — What do you like best about Insightly CRM?That the data I need can be found easy and reduces the time needed for other work. — What do you dislike about Insightly CRM?Some times I have to add fields in order to get the information that I need — What problems is Insightly CRM solving and how is that benefiting you?cal..." Read more
16 days ago
Andrew V.
". — What do you like best about Insightly CRM?Insightly is easy to use and highly customisable. We've created a number of custom objects and custom fields within those to manage everything from donations to shop orders to event registrations. Integrations with Facebook, Shopify and our CMS were easy to set up and manage. Customer service and tech..." Read more
16 days ago
Jen A.
". — What do you like best about Insightly CRM?As our organization grows and changes we need to shift how we use our CRM. We love being able to add custom fields. The integrations are many. Collection of contact info from Outlook saves a lot of manual data entry. Exporting and importing data for use in other platforms, and/or reporting to pare dow..." Read more
16 days ago
Caroline l.
". — What do you like best about Insightly CRM?Ease of use, and number of features Accessibilty to company information from one source — What do you dislike about Insightly CRM?I cannot export data to Excel or in CSV format — What problems is Insightly CRM solving and how is that benefiting you?Central source of company i..." Read more
17 days ago
Bismark D.
". — What do you like best about Insightly CRM?Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily. — What do you dislike about Insightly CRM?I find the price to be..." Read more
21 days ago
Challyn R.
". — What do you like best about Insightly CRM?Dashboards, email/sms notis, search functionality — What do you dislike about Insightly CRM?Only allows you to have 8 filters in reports-we need more! — What problems is Insightly CRM solving and how is that benefiting you?tracking over 14,000 customer projects"
22 days ago
Verified User in Machinery
". — What do you like best about Insightly CRM?Accessibilty to company information from one source — What do you dislike about Insightly CRM?I cannot print reports or export data to Excel or in CSV format — What problems is Insightly CRM solving and how is that benefiting you?Central source of company information"
2 months ago
Marc O.
". — 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
2 months ago
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
3 months 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
3 months 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
3 months 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
3 months 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
3 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
4 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
4 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
4 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
4 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
4 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
4 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
4 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
4 months ago
". — What do you like best about Insightly CRM?I love the ease with which a developer can work with Insightly tool and it really helps me in configuring my reports whcih I need to generate. It also allwed me to integrate Insightly with external sysytem using its AppConnect feature — What do you dislike about Insightly CRM?The document..." Read more
15 days ago