Capterra 
G2 
870 reviews
4.4/5 average rating
Brandon J
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."
6 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
6 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."
6 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
6 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."
6 years ago
Gagan k
"Great cost. Fairly powerful CRM system and reasonably intuitive to use."
6 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
6 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
6 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
6 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."
6 years ago
User in Marketing and Advertising
"Insightly really helps provide a basic simplified CRM wherein you could set a task and assign it to a colleague, with its due date, status, and if it's a recurring task. Best thing is that you can *relate* a task essentially connecting it to an Organisation, Contact, Project, etc."
6 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
6 years ago
Administrator in Law Practice
"Easy to read information about contacts"
6 years ago
User in Food & Beverages
"I think the most helpful thing about Insightly is the ability to customize the pipelines and track new leads. It is a helpful way to track projects and house company information."
6 years ago
User in Biotechnology
"The ability to clone and create multiple Pipelines and differentiate them from Opportunities to Projects. In our line of work, the Sales department is able to create and log multiple leads or opportunities to continually follow up on. The following up process is made seamless as our Sales Department receives notifications or tasks to contact customers regard..." Read more
6 years ago
Amanda P
"I really like this product because of its feedback facility that helps me to get the feedback readily that helps me further to execute my sales processes. Apart from this it delivers me the best features that are necessary for a good customer support service on a long run. Moreover, I really like its mobile application that helps me to get the best features..." Read more
6 years ago
User in Education Management
"The user interface is very intuitive. The price is very reasonable for the features provided. I like the integration with G Suite and Jot Forms."
6 years ago
Alice C
"For me this application is a great helper in delivering the best quality of service to my customers because I can easily get feedback that helps in my sales execution processes. Moreover, I can easily manage a lot if my documents on it with heart security as well. Another thing that prefer in it is its mobile application that serves me in the best way even b..." Read more
6 years ago
User in Transportation/Trucking/Railroad
"I like the organization and ease of reading data."
6 years ago
Dylan A
"It’s an easy-to-learn platform for both front end users, and back end developing."
6 years ago
User in Information Technology and Services
"The best thing about is you have all information in one place"
6 years ago
User in Restaurants
"Database for sales, support, and success. Insightly houses a bunch of information for us and our sales team is able to easily access information from other departments."
6 years ago
Administrator in Construction
"Has been easy to connect Insightly to our existing ideas of customer management. It is easy to use and navigate. The organization and layout is very simple, clean and functional. The dashboarding and customization is relatively simple and effective to start. The customer onboarding from Insightly to their customers is really good. They really seemed to care..." Read more
6 years ago
Agency in Events Services
"It offers great project management options and helps gather more information about customers"
6 years ago
"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."
6 years ago