Capterra 
G2 
Austin T.
Manager of Information Systems, COACT Associates
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
Verified Reviewer
"NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with."
4 years ago
Anthonia A
"I like that it is easily integrated into other applications like PandaDoc and Microsoft Outlook"
4 years ago
User in Electrical/Electronic Manufacturing
"Insightly CRM is a software designed to manage relationships with your customers, has a visually appealing and functionally intuitive platform, hosts a wealth of features with integrated project management capabilities such as lead evaluation, document storage, mailings, task management and marketing automation integration just to name a few, has extensive i..." Read more
4 years ago
Verified Reviewer
"I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining co..." Read more
4 years ago
User in Electrical/Electronic Manufacturing
"I like this software because it maintains advanced options of use, which can be executed by any user who is registered to the facilities of this system, one of my favorites is that I can make automation's of the constant workflow that is made every day within the application, providing incredible reports about the realizations that are promoted through this..." Read more
4 years ago
Verified Reviewer
"Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations. Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product. Definitely worth considering for..." Read more
4 years ago
Carlos R.
Client services director, Baud
"Good for introducing into a crm. Easy and low price. For it's cost its good, but there are better options on the market"
4 years ago
User in Computer Software
"Great price and visually attractive as a CRM"
4 years ago
Ana A
"By using this software we foster and strengthen relationships with our clients, while centralizing their data to close more deals. We improve the experience of our potential consumers due to marketing automation, with personalized email templates we involve them in the process, and we position marketing and sales around the buyer's benefit. We can track the..." Read more
4 years ago
Verified Reviewer
"Insightly was one of the CRM servises tested for a startup. It would definitelly become a no1 choice, but the interface language choice was limited to just 7 most popular languages."
4 years ago
Samantha L.
Office Manager, ANREV
"It seems to have many features, and many things are possbile. I also see a lot of third-party integrations possible."
4 years ago
Michael L
"Simple and Ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business."
4 years ago
Morgan J.
Business Development Executive, MAZ Systems
"It's generally fine if you're looking specifically for business info, ie sales progress, total leads generated, etc. as a CRM it is definitely not the best"
4 years ago
Dhairay A
"It is a great tool that help automates various marketing activities and help deliver great content to the customer that provides a personalized feel and increases engagement which helps covert sales to revenue.It also integrates with various application like Outlook,Oracle database and warehouse tool.It also helps increase engagement with clients on various..." Read more
4 years ago
Shannon G.
Software Developer - Supply Chain, Lowe's Companies, Inc.
"Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel."
4 years ago
Sarah M
"I love how much data you're able to keep in Insightly; we use this for Development in a healthcare company, and being able to have custom tags and a searchable index is wonderful. Their pipeline feature for outreach is great too. Another great bonus is the ability to add custom fields to organizations; this means Insightly can work for a variety of different..." Read more
4 years ago
Kalyan C
"Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities."
5 years ago
Consultant in Oil & Energy
"When I first started using insightly I was not a big fan. It was much different from other CRM's I have used in the past. Once my company started to personalize it for our company it was great. I love how easy it is to track the pipelines of each lead, project, and opportunity.`"
5 years ago
"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