Capterra 
G2 
861 reviews
4.4/5 average rating
Administrator in Education Management
User in Renewables & Environment
"the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions"
5 years ago
Administrator in Wholesale
"Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives."
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
Meredith C
"There is a lot of flexibility with Insightly for integrating other products."
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
Joel G
"Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails du..." Read more
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
Executive Sponsor in Alternative Medicine
"Cheap, pricing is easy to understand which is a change"
5 years ago
Abigail R
"It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication."
5 years ago
Administrator in Architecture & Planning
"the simple interface that helps to on-board staff who are unfamiliar with databases or using any type of CRM."
5 years ago
Olivia W
"I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments."
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
Roberto M
"It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage."
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
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
James S
"Handling a variety of useful features that be can applied to creating and advertising campaigns in a easy way with a simple data integration accessible wherever you are, the best."
5 years ago
Gagan k
"Great cost. Fairly powerful CRM system and reasonably intuitive to use."
5 years ago
User in Computer Software
"I really like how easy it is to add contacts, setup leads and send emails to contacts/set up email campaigns. I also like the flow of the app and how tabs expand as needed as well as integration with a mobile app for on-the-go work. I also like the easy addition of tags throughout the app...makes it easy to quickly grab the list I need. Finally, I really lik..." Read more
5 years ago
Joanna K
"I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function j..." Read more
5 years ago
"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