Capterra 
G2 
Kelly T
Arahina O
"Insightly CRM review. — What do you like best? I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms. — What do you dislike? It is a little tricky to navigate the back end without training. If you have..." Read more
2 years ago
Maxwell R
"Very good CRM. — What do you like best? Customizable and scalable to our unique needs. The pricing is very valuable for the spend. I like that Insighgtly is constantly improving its integrations with external software. — What do you dislike? The edit areas can get stuck after filling out a note for example, and they won't update until..." Read more
2 years ago
Catherine F
"I use it every day. User-friendly and robust features. — What do you like best? Insightly is easy to use, understand, and navigate. I like that I can link everything from Gmail and my Google products. My favorite feature by far is the opportunites dashboard. I like the idea of tracking my leads from start to finish and updating along the way is s..." Read more
2 years ago
Kristie W
"Insightly review from SH. — What do you like best? Easy to use and navigate. I appreciate how easy it is to add notes and organizations. — What do you dislike? Sometimes the search bar doesn't work unless you are on the home page. — What problems are you solving with the product? What benefits have you realized? Not reall..." Read more
2 years ago
JOHN R
"VERY SATISFIED WITH PERFECT PRODUCT FOR MY NEEDS. — What do you like best? The ease at which I can link all my clients and projects and all relevant correspondence, files, images, etc for quick access and project status. I have really appreciated the ease at which I have been able to customize the system to suit my business. — What do you..." Read more
2 years ago
User in Executive Office
"Very easy sufficient platform to use! — What do you like best? I like the ease of using the program. A lot has changed because of the pandemic and easy-to-use platforms is a plus to be stress free. — What do you dislike? I have no issues with the platform at all. Pleasure to use for work and communication with others. — What prob..." Read more
2 years ago
Administrator in Non-Profit Organization Management
"Insightly. — What do you like best? It is fast, efficient, and very well organized. I love the contacts you can save and share. — What do you dislike? So far, I do not have any complaints about this site. — Recommendations to others considering the product: Highly recommended — What problems are you solving with the p..." Read more
2 years ago
User in Information Technology and Services
"Meets all our needs. — What do you like best? Task Mgmt and customized reporting features — What do you dislike? Not being able to insert a picture in an email template — What problems are you solving with the product? What benefits have you realized? Proper and timely follow up on ongoing projects"
2 years ago
User in Translation and Localization
"the software experience has been intuitive. — What do you like best? I like the idea of having all the information about the client, his collaborators, exchanged emails..., in the same place. — What do you dislike? I would like to know how to use the "reports" section better, I imagine it would be essential to have tutorials in the P..." Read more
2 years ago
Administrator in Electrical/Electronic Manufacturing
"Very useful for the application we utilise it for. — What do you like best? The linking ability between organisations and tasks — What do you dislike? nothing it does manage to meet the requirements we use it for currently — What problems are you solving with the product? What benefits have you realized? Customer journeys"
2 years ago
Executive Sponsor in Information Technology and Services
"Does the job at a fair price. — What do you like best? Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike? The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems are you solving with the product? What benefits have you real..." Read more
2 years ago
User in Oil & Energy
"I've found Insightly useful for tracking customer activities. — What do you like best? Being able to track/prioritise tasks and use opportunity pipelines to monitor lead progression — What do you dislike? It is quite complex, if it was made simpler it could improve the platform — Recommendations to others considering the product:..." Read more
2 years ago
User in Renewables & Environment
"Helpful and easy to use. — What do you like best? Tasklist and filter system to help me stay organized. — What do you dislike? Sometimes have to reorganize and create tasks can be tedious. — What problems are you solving with the product? What benefits have you realized? Organizing activities."
2 years ago
Ginger H
"Insightly allowed me to track prospective clients and to automate the needs of current clients. — What do you like best? the feature I liked the best was in the way I could customize the needs of my business. I create professional videos. I could thoroughly board a customer, start projects, send invoices, and research past projects for repeat cli..." Read more
2 years ago
Michele B
"Insightly Helps Me Stay Organized. — What do you like best? I love the different filters for running lists & sending emails directly from Insightly. — What do you dislike? The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few. — Recommen..." Read more
2 years ago
Owen M
"Excellent / essential business tool. — What do you like best? Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. — What do you dislike? The one..." Read more
2 years ago
Shahzad A
"An Excellent CRM solution. — What do you like best? The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive. — What do you dislike? There is nothing to dislike about this software apart from a fe..." Read more
2 years ago
User in Commercial Real Estate
"Insightly = Business Management. — What do you like best? I joined Insightly when my business was just beginning and the CRM has grown well with me. Linking the contacts and opportunities is possibly the best feature for my needs — What do you dislike? When you add a new contact, if you dont complete all features at that stage, such a..." Read more
2 years ago
Rosie A
"Easy to use and hub for all information. — What do you like best? I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person — What do you dislike? I find i use the da..." Read more
2 years ago
Gary W
"Excellent tool for an IT service provider. — What do you like best? We can manage all our sales cycles from opportunity through to project/service delivery very well with Insight.ly. The integration with GSuite is good, and the overall user friendliness is better than many comparable tools — What do you dislike? There is an annoying BC..." Read more
2 years ago
Hicham I
"Very Good CRM for Sme`s. — What do you like best? Leads management and conversion , Centralised contact management , business pipeline and reports — What do you dislike? There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate — Recommendations to others considering the product:..." Read more
2 years ago
Bernard N
"Strong CRM! — What do you like best? I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day. — What do you dislike? I wish i knew more about some of the other features/tabs in the program. Also, it fe..." Read more
2 years ago
Mark P
"Simple and easy to Navigate. — What do you like best? I like the simplicity of the navigation on the pages, I find being able to search for an account using just a post code or a couple of letters the most helpful part — What do you dislike? Sometimes it will kick you back to the beginning — Recommendations to others considering..." Read more
2 years ago
Hollie A
"Easy to use. — What do you like best? Very easy to use and navigate, the reports are useful for sales — What do you dislike? It could be easier to add customers to the same CR number — Recommendations to others considering the product: Give it a go! — What problems are you solving with the product? What benefits have..." Read more
2 years ago
"Insightly has made a wonderful difference in our documentation and record keeping. — What do you like best? quick record notes and reviews I love how i can rely on the information being protected and easily accessible — What do you dislike? navigation from one tab to next when using search — What problems are you solving with the..." Read more
2 years ago