Capterra 
G2 User in Marketing and Advertising
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
Tobias d.
Commercial Manager, 23G
"The CRM tool does what's required, but the UX/UI isn't intuitive to me. It happens too often that I need to click too many buttons to get done what I wanted."
5 years ago
User in Education Management
"The user interface is very intuitive. The price is very reasonable for the features provided. I like the integration with G Suite and Jot Forms."
5 years ago
Alice C
"For me this application is a great helper in delivering the best quality of service to my customers because I can easily get feedback that helps in my sales execution processes. Moreover, I can easily manage a lot if my documents on it with heart security as well. Another thing that prefer in it is its mobile application that serves me in the best way even b..." Read more
5 years ago
User in Transportation/Trucking/Railroad
"I like the organization and ease of reading data."
5 years ago
Dylan A
"It’s an easy-to-learn platform for both front end users, and back end developing."
5 years ago
User in Information Technology and Services
"The best thing about is you have all information in one place"
5 years ago
User in Restaurants
"Database for sales, support, and success. Insightly houses a bunch of information for us and our sales team is able to easily access information from other departments."
5 years ago
Administrator in Construction
"Has been easy to connect Insightly to our existing ideas of customer management. It is easy to use and navigate. The organization and layout is very simple, clean and functional. The dashboarding and customization is relatively simple and effective to start. The customer onboarding from Insightly to their customers is really good. They really seemed to care..." Read more
5 years ago
Agency in Events Services
"It offers great project management options and helps gather more information about customers"
5 years ago
Mike M.
Realtor, United Real Estate Louisville
"I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads."
5 years ago
Helen S
"Insightly CRM is so amazing tool for business companies. The one of the best advantage in this software is that we can easily manage the customer relationship and which is very helpful for the business. Insightly CRM help us to do the essential tasks of the invoices and expenses which really help us in business. Hence, this software is so intuitive for the t..." Read more
5 years ago
Judy R.
Manager, InformedDNA
"Customer success plan was a waste of money. When we reached out to our contact for assistance, he would just refer us to the regular help desk."
5 years ago
User in Hospitality
"Customizability is great. Email templates are great. Navigation is easy."
5 years ago
Consultant in Computer Software
"I like the ease of use, I like the tasks for follow ups"
5 years ago
Truptesh P
"There are lot of great things to admire about Insightly CRM. This CRM avails great feature to be used on regular basis and pretty easy to maneuver. Customer relationship can easily incorporated with the courtesy of this great application. We are absolutely exhilarated using Insightly CRM. This CRM tool is comparatively economical as compared to other CRM to..." Read more
5 years ago
Administrator in Real Estate
"I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage."
5 years ago
Vince E
"Insightly CRM was able to provide us with lots of helpful features to create, launch and analyze our numerous email marketing campaigns. I like that the data that we have acquired through our Insightly marketing campaigns can be used for lots of different business and marketing purposes aside from email projects. We are able to add many contacts and can auto..." Read more
5 years ago
Administrator in Marketing and Advertising
"There are many features that work well with Insightly. It's definitely a nice interface, and it has some good standard fields. I like that it's integrated with PandaDoc."
5 years ago
"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