Capterra 
G2 User in Real Estate
User in Market Research
"I love the kanban view and the fact that we've gotten all our team members contributing to it together. Following projects through to completion has been made much easier."
5 years ago
Consultant in Accounting
"ability to track multiple projects with multiple stages"
5 years ago
Industry Analyst / Tech Writer in Marketing and Advertising
"It packs a lot of information into the CRM with the ability to maintain contacts, invite others and manage projects."
5 years ago
Mandy R
"Insightly CRM is very powerful and easy to use software. This software provides the best customer and business relationship in a more efficient way. This software is so simple and intuitive to use. For the beginners, this software is easy to learn because its features are so simple and easy to understand. The one thing I most like about this software is that..." Read more
5 years ago
User in Professional Training & Coaching
"I like it because it is modern and easy to use CRM. The interface is friendly and intuitive. The software presents a wide variety of features to manage contacts, follow the sales process, manage tasks, schedule appointments with customers and view reports."
5 years ago
Shannon S.
CEO, Best Float Valve
"It helped us break our systems down into more manageable processes and stay on track. I love the ability to be able to sort large amounts of data into more manageable groups through tag words. I like that you can search through all your data by word and often get great results for things that aren't tagged!"
5 years ago
kathleen a
"When we found out about the fundamental highlights and usefulness of Insightly, it turned out to be exceptionally simple to use every day. It has numerous instruments that help us to keep our groups educated about current exercises, feasible arrangements, customer foundations and various more subtleties we can use into substantive activity. The boards and wi..." Read more
5 years ago
Steven T
"The most important thing that I most like about the Insightly CRM software is that it can better organize the customer support and better tracking our sales, expenses and invoices. By using the Insightly CRM software, I can easily manage my sales, accounts and marketing in a more efficient way. So, this software has the great way ability to see all the recor..." Read more
5 years ago
John P
"This software is especially designed for small businesses or companies. The one of the best things in this software that is it is the best software for project management and best for CRM. Insightly is very efficient because it provides the best tracker for our business. We use this software for our business to get provide the best service of our customers...." Read more
5 years ago
Verified Reviewer
"The search function is pretty limited. Also it does not scan for duplicates or similar leads that are duplicates. I work in sales and we are constantly qualifying leads, setting appointments, and then moving them along in the sales process. I like that it has a mobile app and it gets the job done."
5 years ago
Polycap O
"I like how Insightly CRM allows me to manage customer info under one roof. Insightly CRM has got all the features that I was yearning to have in one place."
5 years ago
G2 User in Events Services
"I like Insightly because it is a user-friendly, customizable dashboard with intuitive tools to systematically manage detailed customer contacts and leads.It optimizes the management of tasks, allows monitoring the pipeline and shows personalized reports that lead us to look for opportunities. It provides a great service."
5 years ago
Femi A.
Senior Manager, Lawrencia Consulting
"Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate."
5 years ago
Melissa P.
Digital Productivity Coach, Productive Power
"My goal with a CRM is to compile information into one place and save time. I feel like I spent more time working around the issues with Insightly than I saved. We ended up switching to ONTRAPORT after giving up on this software."
5 years ago
Mathew W.
Executive Vice President , Arrow Freight Systems
"Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features."
5 years ago
Jack P
"Insightly CRM is an amazing software for the sales and marketing purpose. This software has the superb features such as dashboard and the reporting features. There features are very accurate and so easy to understand. The great advantage that this software provides us is that Insightly CRM makes marketing so much easier for us and we don’t need a huge market..." Read more
5 years ago
David B
"Insightly is CRM (Customer Relation Management) tool and it comes with special features which has ability to serve all kinds of sales business. Insightly CRM let us get customers easily for deals and we can communicate with them via email from anywhere and from any device. It integration with other application keep us connected with other platform. Its a wel..." Read more
5 years ago
Joel M.
Consultant, JM Media Management, LLC
"What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users."
5 years ago
Gray L
"Insightly CRM is the best CRM on the market for the needs of customizing a tool. This is a best software for management and most of the companies use this software for creating or editing. It provides the best platform for our business and provide the best report about your accounts and costumers. We can easily export and import our data and documents by usi..." Read more
5 years ago
Nezar K.
Sales Manager, Vibrus Group
"Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives."
5 years ago
Martin D
"Insightly CRM software is easy to use and not so expensive. Insightly CRM software can be better manage the business relationship in a more instant way. The great advantage of this software is that we can easily manage the marketing and sales process. In this efficient software email communication are always save and secure by the efficient software. It is v..." Read more
5 years ago
Susan A.
Sr. Manager-Business Operations, Verizon
"Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool."
5 years ago
G2 User in Education Management
"The UI is modern, the panel provides various functions that increase the efficiency of the marketing and sales department. Accelerate the sales process, allows us to plan business meetings without complications. Sales management is more efficient and we can carry out more projects quickly. It also automatically registers contacts from Gmail, facilitating the..." Read more
5 years ago
Christ H
"It is very simple and easy to use, and we also understand it's all features easily. By using this software, I was able to upload my data from another system and I was able to use all its features almost immediately. It is easily to track my costumers and update my progress with them quickly and efficiently. It has good collection and great organization of da..." Read more
5 years ago
"We use Insightly because it combines what would normally be a few different products into one, from Project Management, Relationship Management, to Lead Nurture it really has it all!"
5 years ago