Capterra 
G2 
861 reviews
4.4/5 average rating
User in Financial Services
Paul T
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent."
6 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."
6 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"
6 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."
6 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."
6 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
6 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."
6 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."
6 years ago
Brad N
"the dash board was pretty. offered nice insight into wins"
6 years ago
Administrator in Veterinary
"Easy login. Easy interface. The tagging system is extremely helpful as well."
6 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
6 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."
6 years ago
User in Financial Services
"Low cost and easy sign up. Can customize fields for your specific industry. Great integration with G-suite."
6 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
6 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
6 years ago
Administrator in Music
"Insightly offers a logically structured CRM software that helps to organize your business. Helpful features include tags, ability to assign tasks directly, link emails to Insightly to see the thread directly in the software, visually see progress/percent completion on tasks, and more."
6 years ago
Melissa W
"It works well for our brokers. They can keep track of their projects and financials."
6 years ago
Akhil A
"Enjoyed using it was simple and helped me keep track of progress with my clients using their notes functions."
6 years ago
User in Information Technology and Services
"It is very easy to use. You can get onto Insightly and understand most of what it is going on. We can change and adapt the program to what we need to it do for our business. If we need to create more custom fields, more drop down options, or more tags. That is all possible and fairly easy to do. It also functions well with Google Mail so we can use our email..." Read more
6 years ago
User in Real Estate
"I like the ability to set tasks for follow up. It also had some nice integrations with my email and Linkedin which was very useful when talking to high level prospects."
6 years ago
User in Transportation/Trucking/Railroad
"I like that the entire team can see each other's notes, calls, and customers."
6 years ago
Sophie D
"The facility for create a new project. I like the design and its easy to use. Its a good base and i have all my client"
6 years ago
JESUS O
"It is very feasible to have insightly since we optimize our sales processes in a timely manner, it is very easy to manage, with good functions that guarantee a good service, it is very profitable to have this software because it has many very useful tools that make it easier for us to make our sales in an optimal way"
6 years ago
JAIME E
"this software is very good because it allows us to easily make the sales processes of our company, these processes we do it in an optimal way, effective for its functions that support us to be a better company every day, it is very important to have it since It organizes our contacts, calls, corporate agenda that allows us to improve our operations within th..." Read more
6 years ago
"I am a user of Insightly for various projects. I use only the free version which provides me what I need."
6 years ago