Capterra 
G2 
870 reviews
4.4/5 average rating
Rosie A
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
4 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
4 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 t..." Read more
4 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
4 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
4 years ago
Lisa R
"Great CRM! — What do you like best? The flexibility and innovation that Insightly provides helps me run my business more efficiently. In addition, they are the only CRM that allows me to upload photos to my customer's or project profiles. — What do you dislike? Being a smaller CRM, it doesn't always integrate with other platforms so t..." Read more
4 years ago
Guillermo M
"Amazing. — What do you like best? I really like this CRM, it's super useful for this company and keeps things organized. I also love how it keeps track of the stats that way we can monitor our progress. — What do you dislike? Sometimes it does go down at the worst times, we would love to have its downtime while we aren't super busy and..." Read more
4 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
4 years ago
Brandon E
"HCT recently used Insightly for over 2 years. — What do you like best? The functionality to add whatever we'd like. It was a great tool to follow up with all our donors and make sure they were happy. The dashboards were my favorite part of the system. — What do you dislike? I disliked that we were promised some functionality and never..." Read more
4 years ago
User in Entertainment
"A Must Have. — What do you like best? I love that we are able to keep all of our leads and clients on track throughout the pipeline. We are able to personalize the CRM to tailor toward exactly what we need in order to keep our clients and tasks organized. — What do you dislike? There really isn't anything that I've noticed that's missi..." Read more
4 years ago
User in Accounting
"Awesome CRM Couldn't ask for more. — What do you like best? Everything, but the task lists and projects are awesome. It makes it very easy to follow along with your day and what you have going on. It's also nice to run lists and automatically send emails to those lists of clients. This saves so much time — What do you dislike? The fact..." Read more
4 years ago
callum w
"Great CRM. — What do you like best? Its an easy to use crm, good mobile application — What do you dislike? you can customize some stuff that would be handy — Recommendations to others considering the product: Good CRM — What problems are you solving with the product? What benefits have you realized? Solving dat..." Read more
4 years ago
Administrator in Automotive
"Love it! — What do you like best? It's so user-friendly. Everything is very accessible and well organized. — What do you dislike? Deleting files - all the steps and reloading. That you have to go back to the page you are on. Need a bulk delete option. Also, that every thumbnail and attachment is grabbed from every email and filed. More..." Read more
4 years ago
User in Market Research
"As an Insightly user, I'm overall happy with it. — What do you like best? I like the project Kanban view best. It's a quick visual of all the projects we're working on, who's in charge, and the due date. I also really like the ability to search through all projects by different fields. It helps me find projects comparable to what I'm currently wor..." Read more
4 years ago
Helen B
"Automated my work life! — What do you like best? I was able to set everything up to automate repetitive tasks & have all my information in one place. — What do you dislike? Still some fields / elements I would like to be able to customise - like set default sorting of tasks within a project — What problems are you solving with th..." Read more
4 years ago
User in Design
"Great software for organization. — What do you like best? Insightly is a great way for our company to organize multiple projects all in one place for easy access. Insightly helps all groups of our company communicate in one place. — What do you dislike? I think some of the filters to view opportunities/ projects could be improved. Some..." Read more
4 years ago
User in Insurance
"Insightly is my choice for CRM. — What do you like best? I love the Insightly app and the functionality it gives me on the go. — What do you dislike? The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. — Recommendations to others considering the product: If you're..." Read more
4 years ago
User in Electrical/Electronic Manufacturing
"Great product at a reasonable cost. — What do you like best? Cloud based, so available across all devices (including mobile.) Some configurability with setting up important fields that we need. — What do you dislike? Importing of emails is not as easy as we would like. The system has trouble recognizing the email addresses and tying t..." Read more
4 years ago
Bryan G
"Extremely organized and efficient work space. — What do you like best? The way you can query data from reports while still in the user-friendly database is unmatched. — What do you dislike? You can only use eight filters on your customized reports. — What problems are you solving with the product? What benefits have you realized..." Read more
4 years ago
Glenn P
"Very easy system to us. — What do you like best? Keeping track of tasks and activities is seem less — What do you dislike? Pulling data for charts can be complocated — What problems are you solving with the product? What benefits have you realized? Keeping track of orders and tasks"
4 years ago
Bryan C
"Using the system to organize contacts and projects. — What do you like best? The most helpful part of using Insightly is the layout. The layout allows current users to be comfortable with trying new features, read the data easily and train new employees in using the system. — What do you dislike? The dashboard needs to be updated and t..." Read more
4 years ago
Floor A
"Very user friendly. — What do you like best? I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly. — What do you dislike? Lack of full integration into Gmail. I wish I could reply seamlessly from gmail and it would update on Insightly. — What problems are y..." Read more
4 years ago
MK H
"It allow all the employee to do follow up professionally ,. — What do you like best? easy to use, easy to add not and share it with co-worker — What do you dislike? I need to log in every time I need to use it; security is a high level — What problems are you solving with the product? What benefits have you realized? keep..." Read more
4 years ago
Margarette M
"It makes an already efficient employee more productive. — What do you like best? Personal reports are easily modifiable to your preference. — What do you dislike? I hope there is an option to edit fields in the report view rightaway. — What problems are you solving with the product? What benefits have you realized? Priorit..." Read more
4 years ago
"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
4 years ago