Capterra 
G2 
870 reviews
4.4/5 average rating
Administrator in Music
Melissa W
"It works well for our brokers. They can keep track of their projects and financials."
7 years ago
Akhil A
"Enjoyed using it was simple and helped me keep track of progress with my clients using their notes functions."
7 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
7 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."
7 years ago
User in Transportation/Trucking/Railroad
"I like that the entire team can see each other's notes, calls, and customers."
7 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"
7 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"
7 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
7 years ago
ana d
"analyzing this software we realize that it is a solution that allows us to manage, identify and manage the relationship of our customers and collaborators; It is a system that will drive each of our company goals, starting with an effective organization of each of the processes, such as our contacts, real follow-ups of users, among others. It provides an int..." Read more
7 years ago
marcos g
"for our company we see how good it is to have Insightly since we like it because it is a very useful tool to manage everything related to our corporate agenda, where it organizes contacts, calls from customers, has a facility to manage hours, is very efficient since we can follow up in a real way the users and projects of this company."
7 years ago
Agency in Marketing and Advertising
"The free plan is a bonus for small businesses just starting"
7 years ago
Administrator in Consumer Services
"I love how user friendly the program is. I can easily set up tasks for myself and my team to view. You also have the feature for possible leads and leads lost. It offers a great visual to our business."
7 years ago
User in Education Management
"Super plain interface, insightly is beyond easy to use and teach new hires to use. It has a lot of great automation features as well."
7 years ago
William M
"- Simple CRM that can be extended with custom fields. - You can integrate GMail with Insightly so your emails are saved to the platform. - A LOT easier to configure than Salesforce."
7 years ago
Steve L
"The price is right, at just $20 per month per user, and it's generally very easy to use. For a smaller organization (sales staff of two), it does everything we need and more"
7 years ago
User in Events Services
"Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs."
7 years ago
User in Publishing
"I like that they help track projects, opportunities, and contacts. The interface enables me to easily manage tasks, especially with its project dashboard."
7 years ago
Sorangel Josefina B
"This software is amazing, with its tools it offers a unique help for growing companies, with its features you can make your business advance as a unique company and with services where the client is always in the first place. Insightly CRM has a lot to offer you, its capacities are beyond the common ones, with different managements and analysis of documents..." Read more
7 years ago
User in Internet
"Ease of use. Very simple and set up time did not take long compared to some of the larger CRM giants. Great for the small business world."
7 years ago
User in Management Consulting
"Nothing special, it s a CRM like many others."
7 years ago
Andrew C
"The sidebar navigation makes a lot of sense, and that is about it."
7 years ago
User in Textiles
"I like the task page the best. I can assign tasks to a sales rep and then I can see when it's complete. I also like that the tasks are public to everyone"
7 years ago
User in Logistics and Supply Chain
"I like that it integrates into gmail and makes collaboration easy"
7 years ago
Devin M
"Insigfhtly makes it easy to import and export leads and files. It also does some report generation making it easier to visualize numerics."
7 years ago
"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."
7 years ago