Brandon E
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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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"
3 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
3 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
3 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
3 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
3 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
3 years ago
Wade S
"Yea it's a great CRM for tracking people. We track teachers and admin members for our program. — What do you like best? The search feature is brilliant. It always presents the results for the option I'm looking for, even with just a few characters added to it. Very smart indeed! — What do you dislike? It just feels outdated in design...." Read more
3 years ago
Macy G
"Easy to Navigate and Explore. — What do you like best? I like how much information we can store in the database and then run reports to better understand what is happening with the program. — What do you dislike? Sometimes there are programs that can't be combined, but would make the system easier to use for one use. — Recommenda..." Read more
3 years ago
Omar D
"Awesome Customer Management. — What do you like best? Easy to use, lots of tools to utilize, and ability to share all contacts among companies. We use the customer contacts and the opportunities tools mostly. Definitely more manageable and better than any others on the market. — What do you dislike? Some employees have difficulty using..." Read more
3 years ago
Pierce P
"Insightly packages key metrics into a platform that suits my business. — What do you like best? Easy to useEasy to follow-upFlexibility (specific metrics are customizable)Simple to updatesimple to capture progress towards sale close — What do you dislike? While I don't believe this is a problem with Insightly CRM itself, Manufacturer n..." Read more
3 years ago
David P
"Everything under control. — What do you like best? Google integration is fantastic. Gmail extensions allow you add contacts, leads, opps and organizations with only one click in Insightly. — What do you dislike? It's a topic but it's real. Outside EEUU, their prices are higher than expected. You have to pay in $$$, and localization is..." Read more
3 years ago
Madeline D
"The best CRM program for a small business. — What do you like best? All communication records are in one place. Insightly is affordable, and task follow-up is beneficial in keeping the personal relationship open with a potential client. — What do you dislike? The organization field should have a sub-division. The Contact form should..." Read more
3 years ago
Karim S
"Very Handy and Easy To Use. — What do you like best? I liked having the ability to track my opportunities from start to finish while keeping the information clear and separate. — What do you dislike? It was not as easy as I thought to do the background changes relative to my field and country. We made it work but had a lot of help fro..." Read more
3 years ago
Cristina A
"Insightly works wonders! — What do you like best? I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS. — What do you dislike? What I do not like is that if I type in the complete name and hit enter, the name won't be entirely at the top...." Read more
3 years ago
"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
3 years ago
G2 review