Capterra 
G2 Brandon J
Roberto M
"It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage."
5 years ago
Jurgen W
"This is a very good tool, where you get everything you are looking for in one place, I trust my work in this good application, through this you can achieve better advantages compared to other programs. It can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new on..." Read more
5 years ago
Verified Reviewer
"It doesn't allow anything to fall through the cracks. It is very easy to use and intuitive. I work in a remote team and Insightly helps us to organize all our ongoing projects. I like that each pipeline stage can be assigned to a particular user, and that user will be notified via email when it is his/her turn to work on the project."
5 years ago
ERic B.
CEO, InSearchX
"Very poor, support fast but mostly apologizes for lack of functionality as a CRM. Liked the color scheme and some aspects of its navigation"
5 years ago
Agency in Marketing and Advertising
"It provides you customer’s details, their needs, and their preferences. Which helps you to make decisions and integrate your teams."
5 years ago
Walter D.
co-director, Urban Missionaries of Our Lady of Hope
"coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce."
5 years ago
Joyce B
"Insightly is flexible. It allows us to manage our contact list and optimizes communications with our customers. It provides us with information on our sales from multiple perspectives, which helps us increase our productivity. It supports integration with Gmail helping us automate the export of contacts. Insightly improves the management of the pipeline as i..." Read more
5 years ago
James S
"Handling a variety of useful features that be can applied to creating and advertising campaigns in a easy way with a simple data integration accessible wherever you are, the best."
5 years ago
Lucas F.
Business & Relations Manager, SOOQR Search
"- Easy to import all contacts - Easy to add "tasks" to oppertunities"
5 years ago
Gagan k
"Great cost. Fairly powerful CRM system and reasonably intuitive to use."
5 years ago
Anndriene B.
Finance Manager, Urban Initiatives
"I really only needed assistance with streamlining email communication within my team so, I did not keep the software but I could see Insightly working for someone seeking a complete overhaul for similar tasks."
5 years ago
User in Computer Software
"I really like how easy it is to add contacts, setup leads and send emails to contacts/set up email campaigns. I also like the flow of the app and how tabs expand as needed as well as integration with a mobile app for on-the-go work. I also like the easy addition of tags throughout the app...makes it easy to quickly grab the list I need. Finally, I really lik..." Read more
5 years ago
Joanna K
"I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function j..." Read more
5 years ago
Jane M
"Insightly CRM is easy to use and setup, in fact, that it can install in a few minutes and it offers us all features to business management that helps us to manage business product information. Its cost is not high, it is reliable as compared to other CRM and we can easily purchase it. It has fully integrated project management solutions without any advanced..." Read more
5 years ago
User in Research
"I like how customizable Insightly is. It's really easy to make custom fields and modify the software to fit your team's needs. Reports are easy and you can sync it with other apps, such as PandaDoc."
5 years ago
Kristy W.
Software Developer, Uber
"In short I would say all the features of this product are good enough to uphold my workflow in a very stunning way. With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business. Pricing plans of this specific product are of great use in order..." Read more
5 years ago
Angela B.
Content Developer, TransUnion
"In short I would say all these features are good enough to maintain my workflow in a very stunning way. For me the basic features that helps in growth of my sales is it's email services that allows me to send multiple emails at a time to multiple people in my contact list. Furthermore, the integration power of this application is quite unique that enables me..." Read more
5 years ago
User in Marketing and Advertising
"Insightly really helps provide a basic simplified CRM wherein you could set a task and assign it to a colleague, with its due date, status, and if it's a recurring task. Best thing is that you can *relate* a task essentially connecting it to an Organisation, Contact, Project, etc."
5 years ago
Richard R
"It is an intuitive CRM, it makes it very easy for us to manage opportunities. It shows clearly pipeline activity, allows us to schedule tasks and effectively manage our contacts directory. It has functions for tracking lead activities, which is great for driving effective communication. It also integrates seamlessly with Gmail and Outlook and saves a history..." Read more
5 years ago
Administrator in Law Practice
"Easy to read information about contacts"
5 years ago
User in Food & Beverages
"I think the most helpful thing about Insightly is the ability to customize the pipelines and track new leads. It is a helpful way to track projects and house company information."
5 years ago
User in Biotechnology
"The ability to clone and create multiple Pipelines and differentiate them from Opportunities to Projects. In our line of work, the Sales department is able to create and log multiple leads or opportunities to continually follow up on. The following up process is made seamless as our Sales Department receives notifications or tasks to contact customers regard..." Read more
5 years ago
Michael D.
Client Liaison, CommGap International Language Services
"Insightly is responsible for being my memory storage and helping me keep promises through constant reminders and simple organization."
5 years ago
Amanda P
"I really like this product because of its feedback facility that helps me to get the feedback readily that helps me further to execute my sales processes. Apart from this it delivers me the best features that are necessary for a good customer support service on a long run. Moreover, I really like its mobile application that helps me to get the best features..." Read more
5 years ago
"It is outstanding because it includes repetitive tasks, because it provides a good way to document all the relevant information, and does a good job of tracking opportunities."
5 years ago