Capterra 
G2 
861 reviews
4.4/5 average rating
User in Information Technology and Services
Administrator in Financial Services
"My previous firm used Salesforce IQ, which is a smaller and less complex version of Salesforce. My boss needed a solution and change because it was not integrating well with our emails/contacts. I did a lot of work/research to find Insightly. It was easy to implement and we basically scrapped our entire CRM. It connects leads and projects, and contacts that..." Read more
6 years ago
User in Arts and Crafts
"The design is flexible and user-friendly. I am satisfied with the automation of processes because it increases the productivity of our team. Manage relationships with contacts and sales projects without problems. The dashboards provide detailed sales information, they also work as a basis to evaluate the performance of the team. It is also possible to improv..." Read more
6 years ago
User in Retail
"I like Insightly because it is a lightweight application that fits our needs. It is a key tool in our sales and marketing operations, as it manages complex customer networks in a successful manner. It's also great for automating workflow, which saves time and helps us work efficiently. It is good for managing email communications and integrates with a wide r..." Read more
6 years ago
User in Information Technology and Services
"The graphic interface is user friendly. It is not difficult to setup. Streamlines the sales process, strengthens relationships with customers and helps us discover ways to connect with leads. Insightly is a powerful software automating our workflow and helps us increase our sales rate. I think it is a key tool for our sales department."
6 years ago
Administrator in Marketing and Advertising
"Insightly offers multiple features and integrates among them easily and seamlessly. Tagging provides a personalized filing system for later use."
6 years ago
Teresa A J
"I can organize all business information in one place. Easy to set up daily schedule to insure that I am as productive as possible. Great for small business"
6 years ago
Boniface G
"According to me, the best CRM solution for businesses at the moment is Insightly CRM. I sincerely like to use Insightly CRM because it has amazing capabilities. It is also one of the simplest softwares to manage. We use it to manage customers, conversations and relationships."
6 years ago
Zachary W
"Once we learned about the basic features and functionality of Insightly, it became very easy to use on a daily basis. It has many tools that help us to keep our teams informed about current activities, future plans, client backgrounds and numerous more details we can leverage into substantive action. The panels and windows with charts and other data are grea..." Read more
6 years ago
User in Health, Wellness and Fitness
"Insightly is easy to use, with a comfortable and fluid visual interface. Categorizes and organizes contact information intuitively, which facilitates segmentation. It integrates seamlessly with our workflow and what I like most, automates repetitive processes. I am satisfied with its ability to send and track emails, it works well to measure the effectivenes..." Read more
6 years ago
User in Financial Services
"I am a user of Insightly for various projects. I use only the free version which provides me what I need."
6 years ago
Patrick T
"What I like best about the Insightly CRM is honestly the pricing. It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan. You can also upgrade to Professional and Enterprise."
6 years ago
User in Professional Training & Coaching
"Its interface is light and dynamic, provides tools to easily visualize the sales channel and all its details. I like the versatility of Insightly. Facilitates handling of leads and opportunities, and automating repetitive tasks is a great feature. The graphics are great to keep the relevant information within reach. These concentrate important metrics to per..." Read more
6 years ago
User in Security and Investigations
"It's great for monitoring the sales pipeline and managing customer relationships. What I like about this software is the ability to change the dashboard. From the pending tasks, the graphics and the list of deals. Everything can be adjusted to the needs of the user, simply by dragging "cards". It is versatile and multi-functional, it organizes customer conta..." Read more
6 years ago
User in Marketing and Advertising
"It's power content-management software that's affordable and easy to use, but can grow to be much more than that. It can encompass more functions of your business marketing as you need it to."
6 years ago
User in Financial Services
"Low cost and easy sign up. Can customize fields for your specific industry. Great integration with G-suite."
6 years ago
User in Graphic Design
"It is an intuitive CRM presents a modern and organized interface. The leads management features are very useful for our business, help us to establish clearly defined business goals. The graphic display sales pipeline is essential for our team as we can see in perspective the sales process and each of its stages. Metrics offered are key to understanding the..." Read more
6 years ago
Nikolina O
"I like that the program is free, I also really like the feature with your gmail where you can automatically have it add opportunities with the click of a button. I have used that feature and it really has saved me alot of time. The work flow option is nice. I really like that you can assign tasks to other people and yourself you can add tasks to each opportu..." Read more
6 years ago
JESUS O
"It is very feasible to have insightly since we optimize our sales processes in a timely manner, it is very easy to manage, with good functions that guarantee a good service, it is very profitable to have this software because it has many very useful tools that make it easier for us to make our sales in an optimal way"
6 years ago
marcos g
"for our company we see how good it is to have Insightly since we like it because it is a very useful tool to manage everything related to our corporate agenda, where it organizes contacts, calls from customers, has a facility to manage hours, is very efficient since we can follow up in a real way the users and projects of this company."
6 years ago
Administrator in Consumer Services
"I love how user friendly the program is. I can easily set up tasks for myself and my team to view. You also have the feature for possible leads and leads lost. It offers a great visual to our business."
6 years ago
User in Education Management
"Super plain interface, insightly is beyond easy to use and teach new hires to use. It has a lot of great automation features as well."
6 years ago
Sorangel Josefina B
"This software is amazing, with its tools it offers a unique help for growing companies, with its features you can make your business advance as a unique company and with services where the client is always in the first place. Insightly CRM has a lot to offer you, its capacities are beyond the common ones, with different managements and analysis of documents..." Read more
6 years ago
Renea H
"I love Insightly!!! Super easy to use, even for a beginner! My assistant found it to be very user friendly. She had never used a CRM before. The learning curve for her was very short. Their new design on their site is FANTASTIC! They also have Slack integration!!"
6 years ago
Valentina S
"We use insightly every day it helps us to be more organized and to keep track of our progress. Insightly is a great tool to communicate and share files with project managers and office managers. Its a great way to view progress on current projects. The open calendar was another great way to keep track of the projects progress. It is user friendly and intuiti..." Read more
6 years ago
"The Insightly interface is easy to use, it does not need specialized training for its use. It collects information, has features that are useful to carry out complex sales. The navigation panel is intuitive and complete. Lead management is simple and smart, once the leads become opportunities, the software stores them as contacts. The reports are useful to e..." Read more
6 years ago