Capterra 
G2 
861 reviews
4.4/5 average rating
Administrator in Recreational Facilities and Services
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
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 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
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
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
4 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
4 years ago
Anthonia A
"I like that it is easily integrated into other applications like PandaDoc and Microsoft Outlook"
4 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
Ana A
"By using this software we foster and strengthen relationships with our clients, while centralizing their data to close more deals. We improve the experience of our potential consumers due to marketing automation, with personalized email templates we involve them in the process, and we position marketing and sales around the buyer's benefit. We can track the..." Read more
4 years ago
Dhairay A
"It is a great tool that help automates various marketing activities and help deliver great content to the customer that provides a personalized feel and increases engagement which helps covert sales to revenue.It also integrates with various application like Outlook,Oracle database and warehouse tool.It also helps increase engagement with clients on various..." Read more
4 years ago
Kalyan C
"Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities."
4 years ago
Industry Analyst / Tech Writer in Leisure, Travel & Tourism
"It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal"
5 years ago
Ellen B
"It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the informat..." Read more
5 years ago
Mary W
"For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience."
5 years ago
Jennifer A
"My overall experience with Insightly CRM is great. It is really a huge invention by enabling us in managing several business relationships quite easily. It is well suited to our environment. I highly appreciate its customizable nature. It has become my favorite CRM now because of its highly impressive clean and clear interface."
5 years ago
David T
"Insightly CRM is one of the most powerful tool that let us provide great assistance to our customers. It has managed all features in advanced ways. The great thing about insightly it is a SaaS based CRM solution. It accelerates sales in efficient ways. Moreover, it provides plugins of Gmail and Outlook. It is capable of providing best and effective services...." Read more
5 years ago
Emily B
"This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, i..." Read more
5 years ago
Katie M
"Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works accord..." Read more
5 years ago
Bismark D
"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."
5 years ago
Administrator in Accounting
"Reporting dashboards and the customization available."
5 years ago
Administrator in Education Management
"We like the ease of use and general layout of the product. It is not as cluttered as some other bigger name CRM's and is much easier to customize."
5 years ago
"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
3 years ago