Capterra 
G2 
Fabricio R
Atif M
"Solid! Been using Insightly for 3 years. — What do you like best? The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n — What do you dislike? Inability to do mass texting campaigns. Would like to be..." Read more
3 years ago
Dean W
"Good small & medium size business system. — What do you like best? A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us — What do you dislike? Having to go back to the beginning every time you search for som..." Read more
3 years ago
Stian L
"A user friendly and effective CRM system. — What do you like best? The graphical user interface, the dashboards and report are really useful. So is the filter list views and the relation between objects. The GUI is customisable, which is truly useful as well :-) — What do you dislike? There is one major drawback of the system, and that..." Read more
3 years ago
Brittiny P
"Awesome Customer Management Tool. — What do you like best? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. — What do you dislike? The search feature in I..." Read more
3 years ago
Amy P.
"High powered CRM with project and task management. — What do you like best? I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure var..." Read more
3 years ago
Karen G.
"Using for Real Estate. — What do you like best? I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in p..." Read more
3 years ago
Brittiny P.
"Awesome Customer Management Tool. — What do you like best? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. — What do you dislike? The search feature in I..." Read more
3 years ago
Atif M.
"Solid! Been using Insightly for 3 years. — What do you like best? The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n — What do you dislike? Inability to do mass texting campaigns. Would like to be..." Read more
3 years ago
Administrator in Accounting
"Insightly Review. — What do you like best? Visually, it looks great and less cumbersome than other CRMs. — What do you dislike? It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software. — Recommendations to others..." Read more
3 years ago
User in Real Estate
"Inslightly. — What do you like best? So far, Insighly is easy to upload information. — What do you dislike? It can be a bit confusing as to where certain customer lists are found. — What problems are you solving with the product? What benefits have you realized? Keeping my contacts/prospects in one place."
3 years ago
Bernhard H
"Works well but requires a lot of discipline to get the value. — What do you like best? All in one place CRM and easy to pass on leads back and forth between team members. — What do you dislike? Some fo the screens are a bit clunky, and I found it hard to use as a simple task list for this is what I need to do today — What problem..." Read more
3 years ago
David J
"Easy and efficient. — What do you like best? Was Super easy to use and customize we've really been able to tweak this program to meet our needs it enables multiple divisions of our company to have this ability — What do you dislike? There is little to none Worth mentioning when talking about what you could possibly dislike of this prog..." Read more
3 years ago
Administrator in Consumer Services
"Worst CRM you could possible use!!! — What do you like best? Nothing. Worst customer service I have ever encountered in my life. I wouldn't recommend this to a single person. — What do you dislike? The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years...." Read more
3 years ago
User in Oil & Energy
"User friendly CRM that allows us to keep tabs on our projects through all stages of the pipeline. — What do you like best? There are many ways to search for information and data that we have gathered from our leads. — What do you dislike? Sometimes I have to scroll through the results of searches to find the correct record. — Rec..." Read more
3 years ago
Jaime S
"Keeps us on track and easy to use! — What do you like best? Task list is easy to populate and update, custom fields on opportunity profiles make it easy to add/track what you need to, smart merge helps with duplicate data entry. Two thumbs up all around! — What do you dislike? Updates sometimes make certain functionality change or go a..." Read more
3 years ago
Shivom V
"Excellent tool to connect with your target audience. — What do you like best? The way tech is used here to make sure the right people are connected is commendable, to say the least — What do you dislike? The interface can be slightly tricky to navigate at times if you are not familiar with the software — What problems are you sol..." Read more
3 years ago
Shivam B
"Easy to use and inexpensive CRM. — What do you like best? InexpensiveA clean and user friendly interface which is easy to navigateReporting features are quite comprehensive Integration with G suite and other sales tools. — What do you dislike? It lacks proper technical support.It takes months for their team to get the bugs fixed and is..." Read more
3 years ago
Administrator in Real Estate
"Great Application. — What do you like best? Very user-friendly to input and search for information. Create contact, make task and arrange for Due date, Reminder — What do you dislike? the search engine needs to be better. SOme times we can not find the categories — Recommendations to others considering the product: Much bet..." Read more
3 years ago
Rich A
"Strong task based CRM tool. — What do you like best? The integration with the G-Suite is great. Email notifications, the ability to save direct to Insightly from Gmail are both great tools. — What do you dislike? Better sorting and searching would be useful. For some reason, searching will only return a single page of results. —..." Read more
3 years ago
James B
"Easy to use--and allows for matrixed relationships! — What do you like best? I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it. — What do you dislike? Doesn't have the most beautiful interfac..." Read more
3 years ago
User in Marketing and Advertising
"Great Platform. — What do you like best? The Platform is easy to use and needs very little time to learn how to use it for beginners. — What do you dislike? I thought initially it was a bit expensive, however I realise it is very good value for money. — Recommendations to others considering the product: Excellent CRM system..." Read more
3 years ago
Administrator in Management Consulting
"Completely changed the game. — What do you like best? Insightly really helped our consultancy business expand and enhance our professionalism. In an industry where relationships are so important, having such a great CRM really helped us in a big way. — What do you dislike? I have struggled a bit with organising and scheduling tasks for..." Read more
3 years ago
User in Electrical/Electronic Manufacturing
"Insight on Insightly. — What do you like best? I liked the organization of the individual contacts. Like a Rolodex for us old schoolers. I like how the tabs open up for more information on contact. — What do you dislike? Maneuvering around took me some time to get used to. — What problems are you solving with the product? What b..." Read more
3 years ago
M. Esmeralda B
"Insightly saves me time! — What do you like best? I love their automation system and find all the information in one place. Their link with Mailchimp also helps my business, and to be able to send 50 emails at the same time to leads, saves me time. — What do you dislike? I will like to automate more than 50 campaigns. To have an easy w..." Read more
3 years ago
"Absolutely Perfect. — What do you like best? I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing. — What do you dislike? It could have a better card interface for the opportunities and leads — What problems are you solving w..." Read more
3 years ago