Capterra 
G2 
870 reviews
4.4/5 average rating
marcos g
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."
7 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."
7 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
7 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!!"
7 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
7 years ago
User in Research
"Easy to navigate. The ability to get a full picture of my client records"
7 years ago
Danny B
"Insightly was such an easy program to use. It's perfect for people who haven't used a CRM before."
7 years ago
User in Translation and Localization
"I love that Insightly CRM offers a really rich functionality, includes many more features than any other average CRM."
7 years ago
User in Retail
"It’s very easy to find and use. It handles everything you need"
7 years ago
Nicola F
"The customer engagement cycle in order to interact with our customers"
7 years ago
Ryan F
"This site is super easy to use and learn."
7 years ago
Rob J
"I really like the features that Insightly offers to those who use it for the free version. You can enter a lot of data and be functional as a small business. We used it for two years on the free version and finally had to upgrade. We upgraded because we knew what we were getting and I couldn't find anything better for the price. You can add fields, edit fiel..." Read more
7 years ago
User in Marketing and Advertising
"It is a simple and cloud based solution at a lower cost than Salesforce"
8 years ago
User in Financial Services
"The cloud based system thats easy to use and also has an app"
8 years ago
User in Real Estate
"The connecting of tasks, contacts, projects is a great feature."
8 years ago
Natalia B
"I like the fact that it keeps all the contacts as well as their details in one place. I also like how it integrates with other systems that I use. For me, it's a one-stop shop to view partners, details, and all related purchasing and pricing of materials sold as well as potential sales."
8 years ago
Tony C
"The Insightly api is fantastic. From the perspective of a developer and systems integrator, ease of use and reliability are necessary. insightly hits all the bases."
8 years ago
Administrator in Marketing and Advertising
"How intuitive it is to use with opportunities."
8 years ago
User in Information Technology and Services
"The ability to optimize workflow and customize reports to review workflows and manage teams."
8 years ago
Consultant in Security and Investigations
"platform is easy to use. and understand features."
8 years ago
Megan P
"I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on."
8 years ago
Administrator in Marketing and Advertising
"The links between people and their relationships."
8 years ago
User in Oil & Energy
"I like how easy the platform is to use. It doesn't require much experience with CRM's. It is user friendly and intuitive."
8 years ago
Agency in Marketing and Advertising
"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."
8 years ago
"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."
7 years ago