Capterra 
G2 Administrator in Recreational Facilities and Services
User in Transportation/Trucking/Railroad
"Excellent Platform! — What do you like best? Insightly is a friendly platform that allows you to organize your tasks, follow up your sales, and analyze through statistics your numbers to achieve your goals. — What do you dislike? In terms of emails templates, there´s not allowed to attach pictures in the body of the emails, making it l..." Read more
3 years ago
User in Financial Services
"Very helpful & intuitive. — What do you like best? Reporting functionality is easy to use and useful for our data analysis across all teams. — What do you dislike? As far as I am aware, there are no automatic alerts that can be pre-set into the system for a sales process. All reminders have to be manually created. — What problems..." Read more
3 years ago
User in Computer Software
"It's very user friendly and efficient! — What do you like best? How easy it is to use, and the ability to export my data. — What do you dislike? Nothing. I'm not sure. Maybe it could use more drag and drop features? — What problems are you solving with the product? What benefits have you realized? I can see my sales prog..." Read more
3 years ago
Justin R
"Really great Organizational tool for managers on the travel! — What do you like best? Everything can be synced up from your computer to your phone, so every contact, address, names and history of your clients is right at the tip of your fingerprints! — What do you dislike? Its a little cumbersome to navigate when you first start out, b..." Read more
3 years ago
Luis A
"Great for small-medium Companies! — What do you like best? The user's experience is quite smooth and pleasant, queries/reports are easy to set up, lead qualification & customer information is shown in a very concise way - you can control the entire customer lifecycle. — What do you dislike? It would be absolutely great if the mapping i..." Read more
3 years ago
User in Marketing and Advertising
"Solid, but cumbersome CRM that offers marketing, sales, service, projects and other integrations. — What do you like best? A wide variety of features and integrations makes this a more substantial CRM tool for prospecting and prospect management — What do you dislike? It does tend to be a more cumbersome tool with less agility between..." Read more
3 years ago
User in Human Resources
"CRM Review. — What do you like best? Ease of use, very easy to manage pipeline.Navigation through it is simple.It allows you to stay on a screen while scheduling/completeing tasks so you don't lose where you're are at — What do you dislike? It's hard to say but like most CRMs there is a lot of features in it that seem to be a little re..." Read more
3 years ago
Verified Reviewer
"It was a good starter CRM for the company but we outgrew the offerings in about 2 years. The most attractive thing about Insightly when I was using it was the price. The 1st level paid service was worth the money."
3 years ago
User in Health, Wellness and Fitness
"Good for start ups; good value for your money. — What do you like best? I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integra..." Read more
3 years ago
Administrator in Non-Profit Organization Management
"Excellent Customer Service. — What do you like best? Any question or support we have needed from Insightly has been answered quickly. The system itself is intuitive to use and easy to train colleagues on. — What do you dislike? Downside is you need to upgrade your plan to really customize the CRM to your needs. — What problems ar..." Read more
3 years ago
Michael S
"Engine room of our business. — What do you like best? Activity sets, pipelines, permissions, api, deal flow. — What do you dislike? Kanban view record limit, no opportunity conversion custom fields. — What problems are you solving with the product? What benefits have you realized? We're very organised now, have good record..." Read more
3 years ago
Dan B
"Pretty good, but not perfect. — What do you like best? Joint calendar, being able to see all of the different things we have going on in a day. — What do you dislike? Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible..." Read more
3 years ago
User in Marketing and Advertising
"Insightly works well for keeping everything together. — What do you like best? I like how it is easy to navigate and how it keeps everything in one place. — What do you dislike? I dislike how tasks aren't updated in real-time. — Recommendations to others considering the product: Insightly works well to manage tasks, althoug..." Read more
3 years ago
Tarek B.
CEO, RZ Consulting
"Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business."
3 years ago
Verified Reviewer
"The dashboard is great, neat and organized. The UX is modern and good-looking. And it's a pleasure to fire the app every time i need to work on something."
3 years ago
Verified Reviewer
"Unsightly appeared to be a good CRM option for one of our projects. As a user I liked Insightly for helping me with the deals and contact management."
3 years ago
Mahmoud F.
Senior CRM Specialist, Ghabbour Auto
"It has helped us get a clear visibility of the business and improve customer communication across the organization and have a 360-degree view of the customers, partners and vendors."
4 years ago
Austin T.
Manager of Information Systems, COACT Associates
"My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functiona..." Read more
4 years ago
Elizabeth S.
Freelance Art Director, Freelance (self-employed)
"As a freelancer with numerous contacts among multiple clients, Insightly helps me to stay organized with who I last spoke with and when we last spoke, along with contact details and other notes. It's much easier than trying to keep this information clear through Gmail alone."
4 years ago
Zach C.
CTO, Propertyshelf, Inc.
"From our experience within our company, it is a sufficient CRM, but in all honesty, after switching to Hubspot CRM, I realized that Insightly was missing a lot of other useful features."
4 years ago
sherae d.
communications officer , celebrations brand limited
"Overall not a bad software. Provides opportunities to improve customer service. Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives."
4 years ago
User in Construction
"Insightly CRM is a powerful software that has the best native integrations and has the best tools to manage the data of your customers a safe and fast way, through its platform you can ensure links with your customers, manage contacts, create analysis and email tracking if there is any doubt a complete software in terms of prospecting and workflow automation..." Read more
4 years ago
Administrator in Marketing and Advertising
"It's supper intuitive and easy to use. You don't need a programming / coding background. You can use it as much as you need."
4 years ago
Dave M
"This is the amazing invention. It let us have massive sales. Its customer support is highly effective. It helps us a lot in fostering and strengthen our relationships with clients. This is the best tool for tracking the journey of stakeholders and let us give better guidance by engaging them and have better learning experiences. There are many video tutorial..." Read more
4 years ago
"Great App and Excellent Support / Account Management Staff. — What do you like best? Our company loves this app. Its very helpful onboarding clients with Pipelines and Activity Sets. Activity Sets are pre-programmed tasks that will deploy based on a date, category and who it's assigned to. — What do you dislike? The iPhone / Android..." Read more
3 years ago