Capterra 
G2 
870 reviews
4.4/5 average rating
Justin R
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
4 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
4 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
4 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
4 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
4 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
4 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
4 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
4 years ago
User in Construction
"Insightly CRM is a powerful software that has the best native integrations and has the best tools to manage the data of your customers a safe and fast way, through its platform you can ensure links with your customers, manage contacts, create analysis and email tracking if there is any doubt a complete software in terms of prospecting and workflow automation..." Read more
5 years ago
Administrator in Marketing and Advertising
"It's supper intuitive and easy to use. You don't need a programming / coding background. You can use it as much as you need."
5 years ago
Dave M
"This is the amazing invention. It let us have massive sales. Its customer support is highly effective. It helps us a lot in fostering and strengthen our relationships with clients. This is the best tool for tracking the journey of stakeholders and let us give better guidance by engaging them and have better learning experiences. There are many video tutorial..." Read more
5 years ago
Anthonia A
"I like that it is easily integrated into other applications like PandaDoc and Microsoft Outlook"
5 years ago
User in Electrical/Electronic Manufacturing
"Insightly CRM is a software designed to manage relationships with your customers, has a visually appealing and functionally intuitive platform, hosts a wealth of features with integrated project management capabilities such as lead evaluation, document storage, mailings, task management and marketing automation integration just to name a few, has extensive i..." Read more
5 years ago
User in Electrical/Electronic Manufacturing
"I like this software because it maintains advanced options of use, which can be executed by any user who is registered to the facilities of this system, one of my favorites is that I can make automation's of the constant workflow that is made every day within the application, providing incredible reports about the realizations that are promoted through this..." Read more
5 years ago
User in Computer Software
"Great price and visually attractive as a CRM"
5 years ago
Ana A
"By using this software we foster and strengthen relationships with our clients, while centralizing their data to close more deals. We improve the experience of our potential consumers due to marketing automation, with personalized email templates we involve them in the process, and we position marketing and sales around the buyer's benefit. We can track the..." Read more
5 years ago
Michael L
"Simple and Ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business."
5 years ago
Dhairay A
"It is a great tool that help automates various marketing activities and help deliver great content to the customer that provides a personalized feel and increases engagement which helps covert sales to revenue.It also integrates with various application like Outlook,Oracle database and warehouse tool.It also helps increase engagement with clients on various..." Read more
5 years ago
Sarah M
"I love how much data you're able to keep in Insightly; we use this for Development in a healthcare company, and being able to have custom tags and a searchable index is wonderful. Their pipeline feature for outreach is great too. Another great bonus is the ability to add custom fields to organizations; this means Insightly can work for a variety of different..." Read more
5 years ago
Kalyan C
"Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities."
5 years ago
Consultant in Oil & Energy
"When I first started using insightly I was not a big fan. It was much different from other CRM's I have used in the past. Once my company started to personalize it for our company it was great. I love how easy it is to track the pipelines of each lead, project, and opportunity.`"
5 years ago
Charlton D
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly 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 ones within the company. I find it easy t..." Read more
5 years ago
Industry Analyst / Tech Writer in Leisure, Travel & Tourism
"It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal"
5 years ago
Amy O
"I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields."
5 years ago
"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
4 years ago