Capterra 
G2 Rabab K.
Digital Marketing Manager (Fintech and Financial Services), Faisal Khan & Company
User in Non-Profit Organization Management
"Insightly. — What do you like best? It is User friendly and we like the relational connections. — What do you dislike? hard to get them to make software changes when something seems to break in the system — Recommendations to others considering the product: it works for us as a relational database, so if that is your requir..." Read more
3 years ago
Administrator in Non-Profit Organization Management
"Easy to use. — What do you like best? Objects and custom fields can be created in a simple way — What do you dislike? Customer service sometimes takes a long time to respond — What problems are you solving with the product? What benefits have you realized? I have been able to adapt the CRM to all the particularities of my..." Read more
3 years ago
User in Renewables & Environment
"Great CRM. — What do you like best? I love how customizable this CRM is. The way I can create very specific processes and tasks that I can easily follow is one of my favorite features, not to mention the ability to assign tasks to others and track the progress. — What do you dislike? At the moment there is nothing I dislike about this..." Read more
3 years ago
John H
"Insightly continues to evolve to meet the needs of our business. — What do you like best? The integration of task and project management with contact management — What do you dislike? I would like improved two-way integration with MailChimp — What problems are you solving with the product? What benefits have you realized?..." Read more
3 years ago
User in Construction
"I would wish that when imputting information it did not delete itself. — What do you like best? I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time. — What do you dislike? I cannot..." Read more
3 years ago
Frank M
"Pretty useful and and handy. — What do you like best? easy for organization, you can keep track and the whole team their tasks, the pipeline. — What do you dislike? Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis. — What problems are you solv..." Read more
3 years ago
Jill A
"Solid CRM. — What do you like best? Great system to use to create a database of clients and contacts and all pertinent information regarding sales etc. — What do you dislike? It can be a little confusing when trying to create a report. Could be simplified a little more. — Recommendations to others considering the product:..." Read more
3 years ago
Kelly T
"Insightly has made a wonderful difference in our documentation and record keeping. — What do you like best? quick record notes and reviews I love how i can rely on the information being protected and easily accessible — What do you dislike? navigation from one tab to next when using search — What problems are you solving with the..." Read more
3 years ago
Arahina O
"Insightly CRM review. — What do you like best? I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms. — What do you dislike? It is a little tricky to navigate the back end without training. If you have..." Read more
3 years ago
Maxwell R
"Very good CRM. — What do you like best? Customizable and scalable to our unique needs. The pricing is very valuable for the spend. I like that Insighgtly is constantly improving its integrations with external software. — What do you dislike? The edit areas can get stuck after filling out a note for example, and they won't update until..." Read more
3 years ago
Catherine F
"I use it every day. User-friendly and robust features. — What do you like best? Insightly is easy to use, understand, and navigate. I like that I can link everything from Gmail and my Google products. My favorite feature by far is the opportunites dashboard. I like the idea of tracking my leads from start to finish and updating along the way is s..." Read more
3 years ago
Kristie W
"Insightly review from SH. — What do you like best? Easy to use and navigate. I appreciate how easy it is to add notes and organizations. — What do you dislike? Sometimes the search bar doesn't work unless you are on the home page. — What problems are you solving with the product? What benefits have you realized? Not reall..." Read more
3 years ago
JOHN R
"VERY SATISFIED WITH PERFECT PRODUCT FOR MY NEEDS. — What do you like best? The ease at which I can link all my clients and projects and all relevant correspondence, files, images, etc for quick access and project status. I have really appreciated the ease at which I have been able to customize the system to suit my business. — What do you..." Read more
3 years ago
User in Executive Office
"Very easy sufficient platform to use! — What do you like best? I like the ease of using the program. A lot has changed because of the pandemic and easy-to-use platforms is a plus to be stress free. — What do you dislike? I have no issues with the platform at all. Pleasure to use for work and communication with others. — What prob..." Read more
3 years ago
Administrator in Non-Profit Organization Management
"Insightly. — What do you like best? It is fast, efficient, and very well organized. I love the contacts you can save and share. — What do you dislike? So far, I do not have any complaints about this site. — Recommendations to others considering the product: Highly recommended — What problems are you solving with the p..." Read more
3 years ago
User in Information Technology and Services
"Meets all our needs. — What do you like best? Task Mgmt and customized reporting features — What do you dislike? Not being able to insert a picture in an email template — What problems are you solving with the product? What benefits have you realized? Proper and timely follow up on ongoing projects"
3 years ago
User in Translation and Localization
"the software experience has been intuitive. — What do you like best? I like the idea of having all the information about the client, his collaborators, exchanged emails..., in the same place. — What do you dislike? I would like to know how to use the "reports" section better, I imagine it would be essential to have tutorials in the P..." Read more
3 years ago
Administrator in Electrical/Electronic Manufacturing
"Very useful for the application we utilise it for. — What do you like best? The linking ability between organisations and tasks — What do you dislike? nothing it does manage to meet the requirements we use it for currently — What problems are you solving with the product? What benefits have you realized? Customer journeys"
3 years ago
Executive Sponsor in Information Technology and Services
"Does the job at a fair price. — What do you like best? Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike? The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems are you solving with the product? What benefits have you real..." Read more
3 years ago
User in Oil & Energy
"I've found Insightly useful for tracking customer activities. — What do you like best? Being able to track/prioritise tasks and use opportunity pipelines to monitor lead progression — What do you dislike? It is quite complex, if it was made simpler it could improve the platform — Recommendations to others considering the product:..." Read more
3 years ago
User in Renewables & Environment
"Helpful and easy to use. — What do you like best? Tasklist and filter system to help me stay organized. — What do you dislike? Sometimes have to reorganize and create tasks can be tedious. — What problems are you solving with the product? What benefits have you realized? Organizing activities."
3 years ago
Ginger H
"Insightly allowed me to track prospective clients and to automate the needs of current clients. — What do you like best? the feature I liked the best was in the way I could customize the needs of my business. I create professional videos. I could thoroughly board a customer, start projects, send invoices, and research past projects for repeat cli..." Read more
3 years ago
Michele B
"Insightly Helps Me Stay Organized. — What do you like best? I love the different filters for running lists & sending emails directly from Insightly. — What do you dislike? The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few. — Recommen..." Read more
3 years ago
Owen M
"Excellent / essential business tool. — What do you like best? Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. — What do you dislike? The one..." Read more
3 years ago
"Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs."
3 years ago