Capterra 
G2 
Kathy M.
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?It is User-friendly and we like the relational connections. Support is Great too. — What do you dislike about Insightly CRM?it has gotten a little expensive as we have added some features — Recommendations to others considering Insightly CRM:it works for us as a relational da..." Read more
a month ago
Verified User in Manufacturing
". — What do you like best about Insightly CRM?It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. — What do you dislike about Insightly CRM?It required a good amount of time to un..." Read more
a month ago
Verified User in Furniture
". — What do you like best about Insightly CRM?Tasks and contact emailing need to be improved — What do you dislike about Insightly CRM?Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. — Recommendations to others..." Read more
3 months ago
Alex M.
". — What do you like best about Insightly CRM?I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. — What do you dislike about Insightly CRM?There is occasionally lag when navigating the website and/or when updating existing..." Read more
3 months ago
Verified User in Technology and ServicesInformation
". — What do you like best about Insightly CRM?Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike about Insightly CRM?The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems is Insightly CRM solving and how is that be..." Read more
3 months ago
Anish B.
". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more
3 months ago
Kratika C.
". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more
3 months ago
Vanshika G.
". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more
3 months ago
Doug B.
". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more
3 months ago
Laura Jane J.
". — What do you like best about Insightly CRM?It was easy to set up and emailed out to our database and synced without emails. — What do you dislike about Insightly CRM?It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. — What problems is Insightly..." Read more
3 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team co..." Read more
3 months ago
Verified User in Computer Software
". — What do you like best about Insightly CRM?Easy to use and update records. Training was very helpful. — What do you dislike about Insightly CRM?the reps seem to change often but recently that has not been an issue. — What problems is Insightly CRM solving and how is that benefiting you?Updated our CRM process and kept..." Read more
3 months ago
Verified User in Market Research
". — What do you like best about Insightly CRM?It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I personally have not used; i..." Read more
3 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! — What do you dislike about Insightly CRM?We have had a few small glitches here and there, but their tech team is so responsive...." Read more
3 months ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
4 months ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?Lead and Opportunity tracking on the platform — What do you dislike about Insightly CRM?Some data is not automatically replicated across sections — What problems is Insightly CRM solving and how is that benefiting you?Tracking incoming leads through to the opportunity and con..." Read more
7 months ago
Kalle P.
". — What do you like best about Insightly CRM?Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. — What do you dislike about Insightly CRM?What i don't like about it is it I am unable to make prosp..." Read more
7 months ago
Verified User in Utilities
". — What do you like best about Insightly CRM?There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without payin..." Read more
7 months ago
Verified User in Public Relations and Communications
". — What do you like best about Insightly CRM?The ease of using and how cool it is and all the information it holds. — What do you dislike about Insightly CRM?I have not found anything yet that I do not like. — What problems is Insightly CRM solving and how is that benefiting you?How to manage the large colume of firm in..." Read more
7 months ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?It is incredibly intuitive and easy to use — What do you dislike about Insightly CRM?It buffers too much. takes to long for updates to show. — What problems is Insightly CRM solving and how is that benefiting you?Tracking sales activity is very important to our organization..." Read more
7 months ago
Verified User in Consulting
". — What do you like best about Insightly CRM?There are excellent support people who offer creative and effective solutions when a function is not working as expected. — What do you dislike about Insightly CRM?With new updates, some functionality is affected. — What problems is Insightly CRM solving and how is that benef..." Read more
7 months ago
Sean B.
". — What do you like best about Insightly CRM?Versitility, automations, customer spport and ability to kep notes — What do you dislike about Insightly CRM?Takes a long time to set up and you need to dedicate a lot of time to it — What problems is Insightly CRM solving and how is that benefiting you?Sales Pipeline, unit v..." Read more
7 months ago
Dawn R.
". — What do you like best about Insightly CRM?It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. — What do you dislike abo..." Read more
7 months ago
Verified User in Financial Services
". — What do you like best about Insightly CRM?Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started. — What do you dislike about Insightly CRM?Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even..." Read more
7 months ago
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
a day ago