Capterra 
G2 
861 reviews
4.4/5 average rating
Scott R
User in Higher Education
"I like how easy it is to add employers and orders for my customers."
5 years ago
User in Hospital & Health Care
"The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline"
5 years ago
User in Real Estate
"We use Insightly because it combines what would normally be a few different products into one, from Project Management, Relationship Management, to Lead Nurture it really has it all!"
5 years ago
User in Market Research
"I love the kanban view and the fact that we've gotten all our team members contributing to it together. Following projects through to completion has been made much easier."
5 years ago
Consultant in Accounting
"ability to track multiple projects with multiple stages"
5 years ago
Industry Analyst / Tech Writer in Marketing and Advertising
"It packs a lot of information into the CRM with the ability to maintain contacts, invite others and manage projects."
5 years ago
Mandy R
"Insightly CRM is very powerful and easy to use software. This software provides the best customer and business relationship in a more efficient way. This software is so simple and intuitive to use. For the beginners, this software is easy to learn because its features are so simple and easy to understand. The one thing I most like about this software is that..." Read more
5 years ago
User in Professional Training & Coaching
"I like it because it is modern and easy to use CRM. The interface is friendly and intuitive. The software presents a wide variety of features to manage contacts, follow the sales process, manage tasks, schedule appointments with customers and view reports."
5 years ago
kathleen a
"When we found out about the fundamental highlights and usefulness of Insightly, it turned out to be exceptionally simple to use every day. It has numerous instruments that help us to keep our groups educated about current exercises, feasible arrangements, customer foundations and various more subtleties we can use into substantive activity. The boards and wi..." Read more
5 years ago
Steven T
"The most important thing that I most like about the Insightly CRM software is that it can better organize the customer support and better tracking our sales, expenses and invoices. By using the Insightly CRM software, I can easily manage my sales, accounts and marketing in a more efficient way. So, this software has the great way ability to see all the recor..." Read more
5 years ago
John P
"This software is especially designed for small businesses or companies. The one of the best things in this software that is it is the best software for project management and best for CRM. Insightly is very efficient because it provides the best tracker for our business. We use this software for our business to get provide the best service of our customers...." Read more
5 years ago
Polycap O
"I like how Insightly CRM allows me to manage customer info under one roof. Insightly CRM has got all the features that I was yearning to have in one place."
5 years ago
G2 User in Events Services
"I like Insightly because it is a user-friendly, customizable dashboard with intuitive tools to systematically manage detailed customer contacts and leads.It optimizes the management of tasks, allows monitoring the pipeline and shows personalized reports that lead us to look for opportunities. It provides a great service."
5 years ago
Jack P
"Insightly CRM is an amazing software for the sales and marketing purpose. This software has the superb features such as dashboard and the reporting features. There features are very accurate and so easy to understand. The great advantage that this software provides us is that Insightly CRM makes marketing so much easier for us and we don’t need a huge market..." Read more
5 years ago
David B
"Insightly is CRM (Customer Relation Management) tool and it comes with special features which has ability to serve all kinds of sales business. Insightly CRM let us get customers easily for deals and we can communicate with them via email from anywhere and from any device. It integration with other application keep us connected with other platform. Its a wel..." Read more
5 years ago
Gray L
"Insightly CRM is the best CRM on the market for the needs of customizing a tool. This is a best software for management and most of the companies use this software for creating or editing. It provides the best platform for our business and provide the best report about your accounts and costumers. We can easily export and import our data and documents by usi..." Read more
5 years ago
Martin D
"Insightly CRM software is easy to use and not so expensive. Insightly CRM software can be better manage the business relationship in a more instant way. The great advantage of this software is that we can easily manage the marketing and sales process. In this efficient software email communication are always save and secure by the efficient software. It is v..." Read more
5 years ago
G2 User in Education Management
"The UI is modern, the panel provides various functions that increase the efficiency of the marketing and sales department. Accelerate the sales process, allows us to plan business meetings without complications. Sales management is more efficient and we can carry out more projects quickly. It also automatically registers contacts from Gmail, facilitating the..." Read more
5 years ago
Christ H
"It is very simple and easy to use, and we also understand it's all features easily. By using this software, I was able to upload my data from another system and I was able to use all its features almost immediately. It is easily to track my costumers and update my progress with them quickly and efficiently. It has good collection and great organization of da..." Read more
5 years ago
Amelia F
"Insightly CRM is best tool for customer relation management and it comes with lots of reliable features which makes business management easier. We can easily customize product features and get customers easily for deals. It integration with other social media application let us present our product in front of people. This tool is mostly used for contact mana..." Read more
5 years ago
Ginny S
"Insightly CRM is best tool for customer relation management and for product management, it let us customize our product regularly which help us to automate our business of marketing. We can get customer easily for deals and its integration with social media let us present our product in front of online world. Report and fields are well organized in this too..." Read more
5 years ago
Felicia A
"Insightly CRM is great tool for managing sales business and it features of this tool are very stable for work. We can automate are business via this tool and we can get customer easily for deals. It enables us to create a strong relation with customer which is good for our business. It integrates well with other applications and accelerate our sales process...." Read more
5 years ago
Hermione H
"Insightly is a powerful, easy to use CRM software with the native integration to Gmail, Mailchimp and the other popular softwares. Insightly provide the great opportunity to manage at the every stage of the sales process, link customers relationships, deliver projects, built quotes and much more. Through this software it is so easy of marketing and the sale..." Read more
6 years ago
Jesica B
"Insightly is best CRM tool of market and it work as an automation option for our business. Insightly CRM is an customize application, so it let us customize product regularly and convert product feature as requirements of customer. It let us track customer easily and communicate with them for further information about deal. Its integration with other applica..." Read more
6 years ago
"Being able to see all my work in one area and being able to choose what to sign off on from that same screen"
5 years ago