Capterra 
G2 
804 reviews
4.4/5 average rating
Josh M
Mary T
"I find it very easy to use and the customization of the CRM has been very helpful for our company. — What do you like best? The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before. — What do you dislike? It was a steep learning curve at first as the..." Read more
2 years ago
Melissa H
"Insightly for Efficiency. — What do you like best? easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags — What do you dislike? I enjoy the product and there's nothing that I dislike. everything works properly and the team is very quick at responding to technical issues ..." Read more
2 years ago
Anthony B.
"CAN'T LIVE WITHOUT IT. — What do you like best? The most valuable component of Insightly is the tagging feature and the ease at which I can capture email from Gmail. The integration with Google products is seamless and has continually improved over the years as Gmail upgraded. I'm in the entertainment industry and having the ability to connect the..." Read more
2 years ago
User in Real Estate
"Brooklyn Funding Group Experience. — What do you like best? Creating a task list and activity set that can quickly apply is beneficial to our workflow. As a business that does not grow from physical commerce but provides a service, having a sales CRM that we can still use in the real estate industry has been extremely helpful when managing loans...." Read more
2 years ago
Administrator in Recreational Facilities and Services
"Great App and Excellent Support / Account Management Staff. — What do you like best? Our company loves this app. Its very helpful onboarding clients with Pipelines and Activity Sets. Activity Sets are pre-programmed tasks that will deploy based on a date, category and who it's assigned to. — What do you dislike? The iPhone / Android..." Read more
2 years ago
User in Transportation/Trucking/Railroad
"Excellent Platform! — What do you like best? Insightly is a friendly platform that allows you to organize your tasks, follow up your sales, and analyze through statistics your numbers to achieve your goals. — What do you dislike? In terms of emails templates, there´s not allowed to attach pictures in the body of the emails, making it l..." Read more
2 years ago
User in Financial Services
"Very helpful & intuitive. — What do you like best? Reporting functionality is easy to use and useful for our data analysis across all teams. — What do you dislike? As far as I am aware, there are no automatic alerts that can be pre-set into the system for a sales process. All reminders have to be manually created. — What problems..." Read more
3 years ago
User in Computer Software
"It's very user friendly and efficient! — What do you like best? How easy it is to use, and the ability to export my data. — What do you dislike? Nothing. I'm not sure. Maybe it could use more drag and drop features? — What problems are you solving with the product? What benefits have you realized? I can see my sales prog..." Read more
3 years ago
Justin R
"Really great Organizational tool for managers on the travel! — What do you like best? Everything can be synced up from your computer to your phone, so every contact, address, names and history of your clients is right at the tip of your fingerprints! — What do you dislike? Its a little cumbersome to navigate when you first start out, b..." Read more
3 years ago
Luis A
"Great for small-medium Companies! — What do you like best? The user's experience is quite smooth and pleasant, queries/reports are easy to set up, lead qualification & customer information is shown in a very concise way - you can control the entire customer lifecycle. — What do you dislike? It would be absolutely great if the mapping i..." Read more
3 years ago
User in Marketing and Advertising
"Solid, but cumbersome CRM that offers marketing, sales, service, projects and other integrations. — What do you like best? A wide variety of features and integrations makes this a more substantial CRM tool for prospecting and prospect management — What do you dislike? It does tend to be a more cumbersome tool with less agility between..." Read more
3 years ago
User in Human Resources
"CRM Review. — What do you like best? Ease of use, very easy to manage pipeline.Navigation through it is simple.It allows you to stay on a screen while scheduling/completeing tasks so you don't lose where you're are at — What do you dislike? It's hard to say but like most CRMs there is a lot of features in it that seem to be a little re..." Read more
3 years ago
User in Health, Wellness and Fitness
"Good for start ups; good value for your money. — What do you like best? I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integra..." Read more
3 years ago
Administrator in Non-Profit Organization Management
"Excellent Customer Service. — What do you like best? Any question or support we have needed from Insightly has been answered quickly. The system itself is intuitive to use and easy to train colleagues on. — What do you dislike? Downside is you need to upgrade your plan to really customize the CRM to your needs. — What problems ar..." Read more
3 years ago
Michael S
"Engine room of our business. — What do you like best? Activity sets, pipelines, permissions, api, deal flow. — What do you dislike? Kanban view record limit, no opportunity conversion custom fields. — What problems are you solving with the product? What benefits have you realized? We're very organised now, have good record..." Read more
3 years ago
Dan B
"Pretty good, but not perfect. — What do you like best? Joint calendar, being able to see all of the different things we have going on in a day. — What do you dislike? Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible..." Read more
3 years ago
User in Marketing and Advertising
"Insightly works well for keeping everything together. — What do you like best? I like how it is easy to navigate and how it keeps everything in one place. — What do you dislike? I dislike how tasks aren't updated in real-time. — Recommendations to others considering the product: Insightly works well to manage tasks, althoug..." Read more
3 years ago
User in Construction
"Insightly CRM is a powerful software that has the best native integrations and has the best tools to manage the data of your customers a safe and fast way, through its platform you can ensure links with your customers, manage contacts, create analysis and email tracking if there is any doubt a complete software in terms of prospecting and workflow automation..." Read more
3 years ago
Administrator in Marketing and Advertising
"It's supper intuitive and easy to use. You don't need a programming / coding background. You can use it as much as you need."
3 years ago
Dave M
"This is the amazing invention. It let us have massive sales. Its customer support is highly effective. It helps us a lot in fostering and strengthen our relationships with clients. This is the best tool for tracking the journey of stakeholders and let us give better guidance by engaging them and have better learning experiences. There are many video tutorial..." Read more
3 years ago
Anthonia A
"I like that it is easily integrated into other applications like PandaDoc and Microsoft Outlook"
3 years ago
User in Electrical/Electronic Manufacturing
"Insightly CRM is a software designed to manage relationships with your customers, has a visually appealing and functionally intuitive platform, hosts a wealth of features with integrated project management capabilities such as lead evaluation, document storage, mailings, task management and marketing automation integration just to name a few, has extensive i..." Read more
3 years ago
User in Electrical/Electronic Manufacturing
"I like this software because it maintains advanced options of use, which can be executed by any user who is registered to the facilities of this system, one of my favorites is that I can make automation's of the constant workflow that is made every day within the application, providing incredible reports about the realizations that are promoted through this..." Read more
4 years ago
User in Computer Software
"Great price and visually attractive as a CRM"
4 years ago
"Works great for small business! — What do you like best? Very adaptable for diffent sales funnels and timelines. Being able to run from lead to opportunity to sale/project with a small business is essential. Only one tool needed which is great. — What do you dislike? Nothing to dislike. We've used other platforms and tried to piece it..." Read more
2 years ago