Capterra 
G2 
870 reviews
4.4/5 average rating
David T
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
6 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
6 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."
6 years ago
Administrator in Accounting
"Reporting dashboards and the customization available."
6 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."
6 years ago
User in Information Technology and Services
"Insightly CRM is very useful in tracking the sales progression. It allows the user to create new opportunities, leads and tracks the status of the leads. It has direct integration with google apps thus makes life easy as we use google for business. Its easy and self explainatary to use, available on desktop and mobile version. Option to custom create your fi..." Read more
6 years ago
Administrator in Electrical/Electronic Manufacturing
"I like how easy this was to setup. I was able to set it all up for my company of 15 people by myself."
6 years ago
Seth T
"The way that we access Insightly is incredibly easy and compatible with a wide range of computer and mobile devices. We aren't required to download and install any software to our computers. We can just visit the Insightly website, log in and then access all of our company's work information. We can add several people to the group and set roles for each pers..." Read more
6 years ago
Andrei N
"The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer."
6 years ago
Anna R
"Insightly CRM is a smart tool for sales business management and it has all the basic features which let us easily manage our all task of sales. Social media integration is great and lets me introduce the product in front of the world."
6 years ago
User in Education Management
"I really enjoy the wide spectrum of of information this software provides. I can compare the amount of money my company brings in with companies with similar areas of expertise."
6 years ago
Victor M
"I really like the flexibility to create any type of workflow you need for any type of team. It's been extremely helpful to customize flows for our marketing team so they can look at a todo list as well as by calendar day."
6 years ago
Brandon J
"It is outstanding because it includes repetitive tasks, because it provides a good way to document all the relevant information, and does a good job of tracking opportunities."
6 years ago
Jurgen W
"This is a very good tool, where you get everything you are looking for in one place, I trust my work in this good application, through this you can achieve better advantages compared to other programs. It can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new on..." Read more
6 years ago
Agency in Marketing and Advertising
"It provides you customer’s details, their needs, and their preferences. Which helps you to make decisions and integrate your teams."
6 years ago
Joyce B
"Insightly is flexible. It allows us to manage our contact list and optimizes communications with our customers. It provides us with information on our sales from multiple perspectives, which helps us increase our productivity. It supports integration with Gmail helping us automate the export of contacts. Insightly improves the management of the pipeline as i..." Read more
6 years ago
Gagan k
"Great cost. Fairly powerful CRM system and reasonably intuitive to use."
6 years ago
Jane M
"Insightly CRM is easy to use and setup, in fact, that it can install in a few minutes and it offers us all features to business management that helps us to manage business product information. Its cost is not high, it is reliable as compared to other CRM and we can easily purchase it. It has fully integrated project management solutions without any advanced..." Read more
6 years ago
User in Research
"I like how customizable Insightly is. It's really easy to make custom fields and modify the software to fit your team's needs. Reports are easy and you can sync it with other apps, such as PandaDoc."
6 years ago
Richard R
"It is an intuitive CRM, it makes it very easy for us to manage opportunities. It shows clearly pipeline activity, allows us to schedule tasks and effectively manage our contacts directory. It has functions for tracking lead activities, which is great for driving effective communication. It also integrates seamlessly with Gmail and Outlook and saves a history..." Read more
6 years ago
User in Biotechnology
"The ability to clone and create multiple Pipelines and differentiate them from Opportunities to Projects. In our line of work, the Sales department is able to create and log multiple leads or opportunities to continually follow up on. The following up process is made seamless as our Sales Department receives notifications or tasks to contact customers regard..." Read more
6 years ago
Amanda P
"I really like this product because of its feedback facility that helps me to get the feedback readily that helps me further to execute my sales processes. Apart from this it delivers me the best features that are necessary for a good customer support service on a long run. Moreover, I really like its mobile application that helps me to get the best features..." Read more
6 years ago
Alice C
"For me this application is a great helper in delivering the best quality of service to my customers because I can easily get feedback that helps in my sales execution processes. Moreover, I can easily manage a lot if my documents on it with heart security as well. Another thing that prefer in it is its mobile application that serves me in the best way even b..." Read more
6 years ago
Dylan A
"It’s an easy-to-learn platform for both front end users, and back end developing."
6 years ago
"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
6 years ago