Capterra 
G2 Verified Reviewer
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."
4 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.`"
4 years ago
José Luis O.
Manager, Skak Capital Estrategico
"A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed."
4 years ago
Charlton D
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly 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 ones within the company. I find it easy t..." Read more
4 years ago
Industry Analyst / Tech Writer in Leisure, Travel & Tourism
"It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal"
4 years ago
Amy O
"I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields."
4 years ago
Nick K.
it, Nick Ka
"I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline."
4 years ago
Ellen B
"It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the informat..." Read more
4 years ago
Sarah F.
secretary, Kurt A Johnson
"I really quite enjoyed it. This was definitely better than my Rolodex. This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information."
4 years ago
"NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with."
4 years ago