Capterra 
G2 
861 reviews
4.4/5 average rating
User in Higher Education
Administrator in Law Practice
"I have always had a great experience with InSightly. — What do you like best? I like the pipeline and how I am able to track cases and categorize where they are at each stage — What do you dislike? I haven't found anything that I truly dislike or would like changed with the program we use. — What problems are you solving with the..." Read more
3 years ago
Administrator in Electrical/Electronic Manufacturing
"Great and Flexible CRM. — What do you like best? The Insightly system provides all the services we want from a CRM without being overly rigid in structure and forcing us to confrom exactly to a predetermined mold. The customization and flexibility of the terminology it allows us to use and the reporting we can track means training others on the sy..." Read more
3 years ago
Amir K
"User friendly and nice features. — What do you like best? The flexibility of the program to customize the reports and control the opportunities and projects. Also, the user-friendly platform helps to make the training easier. — What do you dislike? You are not in control of your uploaded files. — What problems are you solving wit..." Read more
3 years ago
Jared M
"The greatest thing about Insightly is how everything lives in one spot. — What do you like best? The collaboration tools between departments. — What do you dislike? Sometimes project creation can be a little repitive — Recommendations to others considering the product: Please consider it. See all of its capabilities and be..." Read more
3 years ago
Lieven D
"Great tool to follow up how far we are in creating new potential sales. — What do you like best? I like the fact that we can build a logical path to best approach clients — What do you dislike? I had problems to make a difference between leads and contacts — What problems are you solving with the product? What benefits have you..." Read more
3 years ago
Bryan K
"Best Digital Database. — What do you like best? Easy input, especially during the pandemic when we've all been remote. The tags allow you to easily link people to one another and getting to group individuals by their corporation is fantastic. This definitely has helped while assisting 6 superiors who can look at Inisghtly for an easier reference w..." Read more
3 years ago
Josh M
"Works great for small business! — What do you like best? Very adaptable for diffent sales funnels and timelines. Being able to run from lead to opportunity to sale/project with a small business is essential. Only one tool needed which is great. — What do you dislike? Nothing to dislike. We've used other platforms and tried to piece it..." Read more
3 years ago
Mary T
"I find it very easy to use and the customization of the CRM has been very helpful for our company. — What do you like best? The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before. — What do you dislike? It was a steep learning curve at first as the..." Read more
3 years ago
Melissa H
"Insightly for Efficiency. — What do you like best? easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags — What do you dislike? I enjoy the product and there's nothing that I dislike. everything works properly and the team is very quick at responding to technical issues ..." 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
User in Real Estate
"Brooklyn Funding Group Experience. — What do you like best? Creating a task list and activity set that can quickly apply is beneficial to our workflow. As a business that does not grow from physical commerce but provides a service, having a sales CRM that we can still use in the real estate industry has been extremely helpful when managing loans...." Read more
3 years ago
Administrator in Recreational Facilities and Services
"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
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 Financial Services
"Very helpful & intuitive. — What do you like best? Reporting functionality is easy to use and useful for our data analysis across all teams. — What do you dislike? As far as I am aware, there are no automatic alerts that can be pre-set into the system for a sales process. All reminders have to be manually created. — What problems..." 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 Marketing and Advertising
"Solid, but cumbersome CRM that offers marketing, sales, service, projects and other integrations. — What do you like best? A wide variety of features and integrations makes this a more substantial CRM tool for prospecting and prospect management — What do you dislike? It does tend to be a more cumbersome tool with less agility between..." 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
User in Health, Wellness and Fitness
"Good for start ups; good value for your money. — What do you like best? I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integra..." 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
Dan B
"Pretty good, but not perfect. — What do you like best? Joint calendar, being able to see all of the different things we have going on in a day. — What do you dislike? Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible..." Read more
3 years ago
User in Marketing and Advertising
"Insightly works well for keeping everything together. — What do you like best? I like how it is easy to navigate and how it keeps everything in one place. — What do you dislike? I dislike how tasks aren't updated in real-time. — Recommendations to others considering the product: Insightly works well to manage tasks, althoug..." Read more
3 years ago
"A great way to track your prospects and customers. — What do you like best? Insightly is highly customizable and easy to use. I love the integration with Outlook. — What do you dislike? There are a lot of features I don't need. — Recommendations to others considering the product: This is a wonderful tool. After years of u..." Read more
3 years ago