Capterra 
G2 Brandon J
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
5 years ago
Verified Reviewer
"It doesn't allow anything to fall through the cracks. It is very easy to use and intuitive. I work in a remote team and Insightly helps us to organize all our ongoing projects. I like that each pipeline stage can be assigned to a particular user, and that user will be notified via email when it is his/her turn to work on the project."
5 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."
5 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
5 years ago
Gagan k
"Great cost. Fairly powerful CRM system and reasonably intuitive to use."
5 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
5 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."
5 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
5 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
5 years ago
Michael D.
Client Liaison, CommGap International Language Services
"Insightly is responsible for being my memory storage and helping me keep promises through constant reminders and simple organization."
5 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
5 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
5 years ago
Dylan A
"It’s an easy-to-learn platform for both front end users, and back end developing."
5 years ago
Administrator in Construction
"Has been easy to connect Insightly to our existing ideas of customer management. It is easy to use and navigate. The organization and layout is very simple, clean and functional. The dashboarding and customization is relatively simple and effective to start. The customer onboarding from Insightly to their customers is really good. They really seemed to care..." Read more
5 years ago
Mike M.
Realtor, United Real Estate Louisville
"I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads."
5 years ago
Helen S
"Insightly CRM is so amazing tool for business companies. The one of the best advantage in this software is that we can easily manage the customer relationship and which is very helpful for the business. Insightly CRM help us to do the essential tasks of the invoices and expenses which really help us in business. Hence, this software is so intuitive for the t..." Read more
5 years ago
Consultant in Computer Software
"I like the ease of use, I like the tasks for follow ups"
5 years ago
Truptesh P
"There are lot of great things to admire about Insightly CRM. This CRM avails great feature to be used on regular basis and pretty easy to maneuver. Customer relationship can easily incorporated with the courtesy of this great application. We are absolutely exhilarated using Insightly CRM. This CRM tool is comparatively economical as compared to other CRM to..." Read more
5 years ago
Administrator in Real Estate
"I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage."
5 years ago
Vince E
"Insightly CRM was able to provide us with lots of helpful features to create, launch and analyze our numerous email marketing campaigns. I like that the data that we have acquired through our Insightly marketing campaigns can be used for lots of different business and marketing purposes aside from email projects. We are able to add many contacts and can auto..." Read more
5 years ago
Lily W.
Personal Assistant, Dorothy Perfetti Living Trust
"I like how I can use this platform to find marketers who need product awareness bloggers to work for."
5 years ago
Davis J
"Insightly CRM is very easy to use and the great software used on a daily basis. The one of the best thing of this software is that it allows us to create the best customer relationship. It is so great software because it really helps us to tracking our sales process in a more efficient way. Moreover, it is the best software for sales and marketing. Another b..." Read more
5 years ago
User in Higher Education
"I like how easy it is to add employers and orders for my customers."
5 years ago
User in Real Estate
"We use Insightly because it combines what would normally be a few different products into one, from Project Management, Relationship Management, to Lead Nurture it really has it all!"
5 years ago
"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."
5 years ago