Capterra 
G2 
861 reviews
4.4/5 average rating
User in Construction
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."
4 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
4 years ago
Anthonia A
"I like that it is easily integrated into other applications like PandaDoc and Microsoft Outlook"
4 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
4 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
4 years ago
User in Computer Software
"Great price and visually attractive as a CRM"
4 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
4 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."
4 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
4 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
4 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."
4 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.`"
4 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
4 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
Ellen B
"It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the informat..." Read more
5 years ago
Mary W
"For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience."
5 years ago
Jennifer A
"My overall experience with Insightly CRM is great. It is really a huge invention by enabling us in managing several business relationships quite easily. It is well suited to our environment. I highly appreciate its customizable nature. It has become my favorite CRM now because of its highly impressive clean and clear interface."
5 years ago
David T
"Insightly CRM is one of the most powerful tool that let us provide great assistance to our customers. It has managed all features in advanced ways. The great thing about insightly it is a SaaS based CRM solution. It accelerates sales in efficient ways. Moreover, it provides plugins of Gmail and Outlook. It is capable of providing best and effective services...." Read more
5 years ago
Emily B
"This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, i..." Read more
5 years ago
Katie M
"Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works accord..." Read more
5 years ago
Lois M. G
"I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals."
5 years ago
Bismark D
"Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily."
5 years ago
Administrator in Accounting
"Reporting dashboards and the customization available."
5 years ago
"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
4 years ago