Capterra 
G2 
585 reviews
4/5 average rating
Jonathan S.
Mónica D.
"Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos"
2 years ago
Jovana B.
"I like the categories, sections, fields details options, user interface overall"
2 years ago
jeff b.
"My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either. it's a good, cost effective CRM option for small business."
2 years ago
Verified Reviewer
"It's great. It does just what we need with a little modification to our methods"
2 years ago
Karis F.
"It does what it needs to do! The reports are also very visually appealing, and it's easy to set up email journeys on our marketing CRM side as well."
2 years ago
Adam W.
"I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to"
2 years ago
Jason K.
"Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages."
2 years ago
Verified Reviewer
"Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Custom automations, 3rd party integration"
2 years ago
Verified Reviewer
"I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team."
2 years ago
Ravi B.
"Overall, Insightly is a reliable and efficient CRM solution that can be a great fit for small businesses looking for a customizable and versatile platform. However, businesses with more complex reporting needs or limited budgets may want to explore other options."
2 years ago
John R.
"I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!"
2 years ago
Scott J.
"I like it as I can see what we have going on. I like the ease of entering customer information/details such as contact info and type of customer."
2 years ago
Natalie G.
"We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well."
2 years ago
Logan G.
"Ease of use for tracking opportunities with potential customers"
2 years ago
Paige B.
"Insightly worked overall for what we needed it to. Our most used were: pulling data, customer history, automated customer communication, and order management."
2 years ago
Sabrina H.
"good. It is user friendly. We depend on this software. All of our data is Insightly. I like that this software connects to our google drive!"
2 years ago
Anurag T.
"The overall experience is amazing as it is very users friendly and easy to handle. It's very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature"
2 years ago
Rahul J.
"Affordable: Insightly is a cost-effective CRM platform, making it a great choice for small businesses or startups with limited budgets.Easy to Use: Insightly is user-friendly, with an intuitive interface that allows users to quickly navigate the platform and manage their data. The drag-and-drop dashboard makes it easy to customize the platform to fit users'..." Read more
2 years ago
Alexis A.
"I'm very satisfied on using the software. I'll definitely recommend this to other company. It's very accessible and easy to use. No need to do so much things just to use the software. And I couldn't imagine that we can make our jobs easier by using this software. I am very much grateful."
2 years ago
Erin P.
"Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes."
2 years ago
Kevin S.
"It was very easy to get set up initially and works to get started without a visualization of our internal data"
2 years ago
Nathalie H.
"Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience."
2 years ago
Amber L.
"The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!"
2 years ago
Harrison D.
"Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track. The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past."
2 years ago
"Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion. I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced."
2 years ago