Capterra 
G2 Denise W.
Marketing Specialist, Resolution Agency
Nolan N.
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. — What do you dislike about Insightly CRM? It do..." Read more
2 years ago
Antea L.
"Reliable CRM. — What do you like best about Insightly CRM? It auto connects to our clients then creates opportunities in instant — What do you dislike about Insightly CRM? None so far. I don't experience any discomfort using this software. — What problems is Insightly CRM solving and how is that benefiting you? Less hassle,..." Read more
2 years ago
Verified Reviewer
"The software had broad functionality, so it was able to capture lots of information."
2 years ago
Andrew E.
Managing Director, Arishi
"It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional se..." Read more
3 years ago
Amber V.
"Insightly is a great way to keep track of my clients. — What do you like best? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. — What do you dislike? Tasks lists look a little jumbled sometimes and it can be difficult t..." Read more
3 years ago
User in Market Research
"A great CRM tool to keep all teams informed. — What do you like best? It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I pers..." Read more
3 years ago
Stephen C.
"Insightly Increased My Effectiveness. — What do you like best? a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it i..." Read more
3 years ago
Steve H.
"Works very well for my small business. — What do you like best? The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop. — What do you dislike? The costs for a one user license has gone up a lot from when I started using it for free! — What problems is the product solv..." Read more
3 years ago
Kathy M.
"nice recordkeeping tool, but cumbersome to use. — What do you like best? sorts alphabetically by customer and tracks quotes/sales activity — What do you dislike? slow to enter data, but stores alot of information — What problems is the product solving and how is that benefiting you? organizing quote/sales activities better..." Read more
3 years ago
User in Renewables & Environment
"Great Filing System. — What do you like best? Being able to create pipelines accessible to all users. Finding all the relevant documents in one place. Being able to convert opportunities to projects is a bonus — What do you dislike? The organization and the contact should be not separate, when entering details of clients you have to..." Read more
3 years ago
Connor M.
"Insightly is the fastest most efficient CRM I have ever used! — What do you like best? Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. — What do you dislike? I dislike the cosmetic customizing options, they are quite limited. Everythi..." Read more
3 years ago
Burl S.
"Easy-to-use solution for smaller businesses -- with much of the power of more expensive platforms. — What do you like best? It is easy to get started with Insightly and the platform is very intuitive. No mystery in terms of our to create and track activity with contacts. — What do you dislike? Insightly integration doesn't work with al..." Read more
3 years ago
Arrea'l B.
"Finally a CRM that's user friendly! — What do you like best? I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort. — What do you dislike? While ther..." Read more
3 years ago
Eddie Q.
"Great Software. — What do you like best? This a very friendly software that has been intended for all type of businesses, I been looking for something like this for a long time and finally I found it, this is use friendly software — What do you dislike? I would love to be more self-explanatory, if you are new to CRM it is possible to g..." Read more
3 years ago
Rodrigo K.
"Powerful and Versatile Tool. — What do you like best? The possibility of creating my fields to personalize the tool and use it to my exact needs is very powerful. — What do you dislike? No way to integrate to my own CRM (as I use it outside the US, there are different platforms). Also, there is no way to delete multiple files from each..." Read more
3 years ago
Ralf W.
"Powerful CRM for a Great Price. — What do you like best? Insightly has helped us automate many time-consuming CRM tasks and simplify and streamline managing leads and converting them to customers. Insightly integrates well with many systems and, as such, could easily be incorporated into our existing infrastructure. — What do you dislike?..." Read more
3 years ago
Ayesha M.
"Organized and much ordinated tool to classify data. — What do you like best? Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the..." Read more
3 years ago
Sam P.
"Limited support, lacking features, overpriced. — What do you like best? For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great. — What do you dislike? We've been..." Read more
3 years ago
Verified Reviewer
"Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform."
3 years ago
User in Media Production
"Insightly is probably a good fit for larger companies but it wasn't what I needed. — What do you like best? Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike? A simple thing like having all events and communications for a lead available in one feed. — What problems is t..." Read more
3 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 is the product solving and how is that benefiting you? W..." Read more
3 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 is the product solving and how is that benefiting you? Proper and timely follow up on ongoing projects"
3 years ago
User in Construction
"I would wish that when imputting information it did not delete itself. — What do you like best? I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time. — What do you dislike? I cannot..." Read more
3 years ago
Russ N
"Insightly Matches My Business Rightly. — What do you like best? I like the ease of setting alarms and integrating with email templates — What do you dislike? I want to select a Contact group and email 'all.' — Recommendations to others considering the product: It has most of the features I need at the price point — Wh..." Read more
3 years ago
"In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to prov..." Read more
2 years ago