Capterra 
G2 
861 reviews
4.4/5 average rating
ana d
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."
6 years ago
Agency in Marketing and Advertising
"The free plan is a bonus for small businesses just starting"
6 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."
6 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."
6 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."
6 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"
6 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."
6 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."
6 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
6 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."
6 years ago
User in Management Consulting
"Nothing special, it s a CRM like many others."
6 years ago
Andrew C
"The sidebar navigation makes a lot of sense, and that is about it."
6 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"
6 years ago
User in Logistics and Supply Chain
"I like that it integrates into gmail and makes collaboration easy"
6 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."
6 years ago
Renea H
"I love Insightly!!! Super easy to use, even for a beginner! My assistant found it to be very user friendly. She had never used a CRM before. The learning curve for her was very short. Their new design on their site is FANTASTIC! They also have Slack integration!!"
6 years ago
Valentina S
"We use insightly every day it helps us to be more organized and to keep track of our progress. Insightly is a great tool to communicate and share files with project managers and office managers. Its a great way to view progress on current projects. The open calendar was another great way to keep track of the projects progress. It is user friendly and intuiti..." Read more
6 years ago
Shelby L
"I like how it can track everything you do."
6 years ago
Administrator in Real Estate
"Enjoy how easy data import is and interface"
6 years ago
Administrator in Hospitality
"Insightly is a cost efficient alternative to high priced popular CRMs. It's price point and bare-bones setup are its key benefits"
6 years ago
Agency in Internet
"The UI is simple and acts as a basic CRM"
6 years ago
User in Research
"Easy to navigate. The ability to get a full picture of my client records"
6 years ago
Danny B
"Insightly was such an easy program to use. It's perfect for people who haven't used a CRM before."
6 years ago
User in Translation and Localization
"I love that Insightly CRM offers a really rich functionality, includes many more features than any other average CRM."
6 years ago
"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
6 years ago