Capterra 
G2 
870 reviews
4.4/5 average rating
ethan s
Teresa A J
"I can organize all business information in one place. Easy to set up daily schedule to insure that I am as productive as possible. Great for small business"
7 years ago
Boniface G
"According to me, the best CRM solution for businesses at the moment is Insightly CRM. I sincerely like to use Insightly CRM because it has amazing capabilities. It is also one of the simplest softwares to manage. We use it to manage customers, conversations and relationships."
7 years ago
Garrett Colby S
"I really like Insightly's beautiful user interface. It's easy to navigate and doesn't have as much of a learning curve as some of the more robust CRMs."
7 years ago
Administrator in Architecture & Planning
"I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the traini..." Read more
7 years ago
Zachary W
"Once we learned about the basic features and functionality of Insightly, it became very easy to use on a daily basis. It has many tools that help us to keep our teams informed about current activities, future plans, client backgrounds and numerous more details we can leverage into substantive action. The panels and windows with charts and other data are grea..." Read more
7 years ago
User in Health, Wellness and Fitness
"Insightly is easy to use, with a comfortable and fluid visual interface. Categorizes and organizes contact information intuitively, which facilitates segmentation. It integrates seamlessly with our workflow and what I like most, automates repetitive processes. I am satisfied with its ability to send and track emails, it works well to measure the effectivenes..." Read more
7 years ago
User in Architecture & Planning
"Insightly is affordable for my company, a small team of 10."
7 years ago
Allyson L
"I believe Insightly does do everything we need it to. It seems to be a very robust CRM/Task Management platform."
7 years ago
User in Financial Services
"I am a user of Insightly for various projects. I use only the free version which provides me what I need."
7 years ago
Paul T
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
7 years ago
Administrator in Hospital & Health Care
"If subscriber to Professional Plan, there are lots of customization options. Especially find workflow automation feature useful. The reports are also very customizable, which is helpful for different types of users of the data within the CRM."
7 years ago
Administrator in Accounting
"I like that there is a free version to try before you buy. It also integrates well with Gsuite. Most importantly for our organization it has pipelines and activity sets to track workflow and auto create tasks for each step"
7 years ago
Patrick T
"What I like best about the Insightly CRM is honestly the pricing. It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan. You can also upgrade to Professional and Enterprise."
7 years ago
User in Aviation & Aerospace
"Custom fields - This was a key consideration for using Insightly. We have different types of contacts that we wanted to manage, and various sub-categories within each of those contact categories. Custom fields were available with the free version of Insightly, which was ultimately what lead us to make the decision to go with their platform."
7 years ago
User in Professional Training & Coaching
"Its interface is light and dynamic, provides tools to easily visualize the sales channel and all its details. I like the versatility of Insightly. Facilitates handling of leads and opportunities, and automating repetitive tasks is a great feature. The graphics are great to keep the relevant information within reach. These concentrate important metrics to per..." Read more
7 years ago
User in Information Technology and Services
"It is the ideal solution for our company as it automates the management of the sales process, from capturing leads to closing deals. Its system is intuitive and completely configurable, it allows us to manage the contact base seamlessly."
7 years ago
Stacy C
"It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us."
7 years ago
Brad N
"the dash board was pretty. offered nice insight into wins"
7 years ago
Administrator in Veterinary
"Easy login. Easy interface. The tagging system is extremely helpful as well."
7 years ago
User in Security and Investigations
"It's great for monitoring the sales pipeline and managing customer relationships. What I like about this software is the ability to change the dashboard. From the pending tasks, the graphics and the list of deals. Everything can be adjusted to the needs of the user, simply by dragging "cards". It is versatile and multi-functional, it organizes customer conta..." Read more
7 years ago
User in Marketing and Advertising
"It's power content-management software that's affordable and easy to use, but can grow to be much more than that. It can encompass more functions of your business marketing as you need it to."
7 years ago
User in Financial Services
"Low cost and easy sign up. Can customize fields for your specific industry. Great integration with G-suite."
7 years ago
User in Graphic Design
"It is an intuitive CRM presents a modern and organized interface. The leads management features are very useful for our business, help us to establish clearly defined business goals. The graphic display sales pipeline is essential for our team as we can see in perspective the sales process and each of its stages. Metrics offered are key to understanding the..." Read more
7 years ago
Nikolina O
"I like that the program is free, I also really like the feature with your gmail where you can automatically have it add opportunities with the click of a button. I have used that feature and it really has saved me alot of time. The work flow option is nice. I really like that you can assign tasks to other people and yourself you can add tasks to each opportu..." Read more
7 years ago
"It is a very practical tool because its functions allow you to facilitate the assignment of tasks to the work group to improve the performance of the work group, besides that the training to manage this tool seemed great because the videos are very easy to understand"
7 years ago