Capterra 
G2 
861 reviews
4.4/5 average rating
User in Research
Danny B
"Insightly was such an easy program to use. It's perfect for people who haven't used a CRM before."
6 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."
6 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"
7 years ago
User in Financial Services
"The cloud based system thats easy to use and also has an app"
7 years ago
User in Real Estate
"The connecting of tasks, contacts, projects is a great feature."
7 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."
7 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."
7 years ago
Administrator in Marketing and Advertising
"How intuitive it is to use with opportunities."
7 years ago
User in Information Technology and Services
"The ability to optimize workflow and customize reports to review workflows and manage teams."
7 years ago
Consultant in Security and Investigations
"platform is easy to use. and understand features."
7 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."
7 years ago
Administrator in Marketing and Advertising
"The links between people and their relationships."
7 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."
7 years ago
Agency in Marketing and Advertising
"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."
7 years ago
Brandie E
"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."
7 years ago
User in Legal Services
"quik excess to client portals, diversity especially with email access. other tools that are avail when you dont have to go anywhere else to find what you need for clients. Excellent site"
7 years ago
Administrator in Marketing and Advertising
"I like the fact that you can link Gmail to Insightly. Also, you can assign tasks to your co workers and it gives you reminders to make sure you don't miss your tasks."
7 years ago
User in Publishing
"The diversity of reports that one can construct, the easiness to link with e-mail programmes"
7 years ago
John H
"Simplicity, great UI, integrates well with other platforms."
7 years ago
Mike M
"I like that Insightly keeps me organized with all my contacts, projects and current quotes. Whether I am in building the business in the office or on the road visiting customers, I can find the contact info I need and double check on the status of various projects all in one spot. No need to flip back and forth between email, and hard drives. No worries abou..." Read more
7 years ago
"Easy to navigate. The ability to get a full picture of my client records"
6 years ago