Capterra 
G2 Administrator in Accounting
Administrator in Education Management
"We like the ease of use and general layout of the product. It is not as cluttered as some other bigger name CRM's and is much easier to customize."
5 years ago
Maciej N.
Freelance Credit Analyst, Maciej Nowak Enterprise Financing
"Aside from the cons that made me switch, Insightly does it's job very well. I might consider switching back when they allow two way Exchange support."
5 years ago
Tuhin B.
CEO, CreativeDev Studio
"Overall experience with this tool is great. It does everything as advertised. With Insightly you can easily manage your project with your team and can check-in details report of your marketing strategy plan and sales. Insightly not only for insights into your business but it also great tool you can use as CRM."
5 years ago
Janine W.
President, Good to Go, Inc.
"It's very customizable but I just didn't have the time to do it. Had all the Crm and database features you could want. Good training and onboarding process and good pricing."
5 years ago
Carl S.
Head of Customer Service , Evosoft Ltd
"We recommend insightly to everyone we can speak to its that good!. Insightly is an absolutely incredible piece of software, using SaaS based CRM solution which links together contacts, email, social media. It gave us soo much "insight" in to our Customer Journeys and relationship tracking."
5 years ago
User in Information Technology and Services
"Insightly CRM is very useful in tracking the sales progression. It allows the user to create new opportunities, leads and tracks the status of the leads. It has direct integration with google apps thus makes life easy as we use google for business. Its easy and self explainatary to use, available on desktop and mobile version. Option to custom create your fi..." Read more
5 years ago
Administrator in Electrical/Electronic Manufacturing
"I like how easy this was to setup. I was able to set it all up for my company of 15 people by myself."
5 years ago
Seth T
"The way that we access Insightly is incredibly easy and compatible with a wide range of computer and mobile devices. We aren't required to download and install any software to our computers. We can just visit the Insightly website, log in and then access all of our company's work information. We can add several people to the group and set roles for each pers..." Read more
5 years ago
Andrei N
"The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer."
5 years ago
Anna R
"Insightly CRM is a smart tool for sales business management and it has all the basic features which let us easily manage our all task of sales. Social media integration is great and lets me introduce the product in front of the world."
5 years ago
Verified Reviewer
"Solid overall experience. Great-loooking user interface, and easy-to-use. Perhaps Insightly doesn't have a more visual workflow management like other software of its kind has, but the reporting feature is, in my opinion, the strongest feature, it has! You can really get granular with customization of reports, which is hard to find in CRMs of its kind."
5 years ago
User in Education Management
"I really enjoy the wide spectrum of of information this software provides. I can compare the amount of money my company brings in with companies with similar areas of expertise."
5 years ago
Victor M
"I really like the flexibility to create any type of workflow you need for any type of team. It's been extremely helpful to customize flows for our marketing team so they can look at a todo list as well as by calendar day."
5 years ago
Melinda P.
Entrepreneur, Styled Hanger
"My experience with Insightly has been great and has helped me to stay on top of my short and long term goals. I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve."
5 years ago
Carolyn S.
Manager, CommunityWorks
"easy to customise pipeline, good online information support"
5 years ago
Brandon J
"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
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
"Reporting dashboards and the customization available."
5 years ago