Capterra 
G2 Agency in Events Services
Mike M.
Realtor, United Real Estate Louisville
"I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads."
5 years ago
Helen S
"Insightly CRM is so amazing tool for business companies. The one of the best advantage in this software is that we can easily manage the customer relationship and which is very helpful for the business. Insightly CRM help us to do the essential tasks of the invoices and expenses which really help us in business. Hence, this software is so intuitive for the t..." Read more
5 years ago
Judy R.
Manager, InformedDNA
"Customer success plan was a waste of money. When we reached out to our contact for assistance, he would just refer us to the regular help desk."
5 years ago
User in Hospitality
"Customizability is great. Email templates are great. Navigation is easy."
5 years ago
Consultant in Computer Software
"I like the ease of use, I like the tasks for follow ups"
5 years ago
Truptesh P
"There are lot of great things to admire about Insightly CRM. This CRM avails great feature to be used on regular basis and pretty easy to maneuver. Customer relationship can easily incorporated with the courtesy of this great application. We are absolutely exhilarated using Insightly CRM. This CRM tool is comparatively economical as compared to other CRM to..." Read more
5 years ago
Administrator in Real Estate
"I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage."
5 years ago
Vince E
"Insightly CRM was able to provide us with lots of helpful features to create, launch and analyze our numerous email marketing campaigns. I like that the data that we have acquired through our Insightly marketing campaigns can be used for lots of different business and marketing purposes aside from email projects. We are able to add many contacts and can auto..." Read more
5 years ago
Administrator in Marketing and Advertising
"There are many features that work well with Insightly. It's definitely a nice interface, and it has some good standard fields. I like that it's integrated with PandaDoc."
5 years ago
Gabriel M
"Some of the features I like most about Insightly are its pipelines, activity sets, and Insightly's channeling feature, which helps all players involved know exactly what to do and when. These features have helped us most to manage the various customers we have at different stages of compliance and keep all our marketing processes under control."
5 years ago
Lily W.
Personal Assistant, Dorothy Perfetti Living Trust
"I like how I can use this platform to find marketers who need product awareness bloggers to work for."
5 years ago
Davis J
"Insightly CRM is very easy to use and the great software used on a daily basis. The one of the best thing of this software is that it allows us to create the best customer relationship. It is so great software because it really helps us to tracking our sales process in a more efficient way. Moreover, it is the best software for sales and marketing. Another b..." Read more
5 years ago
Scott R
"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
Dr. Angela K.
Founder, Conscious Quest Ventures
"It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place."
5 years ago
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
Shannon S.
CEO, Best Float Valve
"It helped us break our systems down into more manageable processes and stay on track. I love the ability to be able to sort large amounts of data into more manageable groups through tag words. I like that you can search through all your data by word and often get great results for things that aren't tagged!"
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
"It offers great project management options and helps gather more information about customers"
5 years ago