Capterra 
G2 
861 reviews
4.4/5 average rating
Alvaro P.
Erwin C.
"Basic Interface, Straightforward, Customizable, needs more refinement. — What do you like best about Insightly CRM? Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issue..." Read more
2 years ago
Alexa R.
"From a beginner. — What do you like best about Insightly CRM? It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. — What do you dislike about Insightly CRM? It isn't initially intuitive to work..." Read more
2 years ago
Elizabeth M.
"Not too complicated. — What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. — What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate e..." Read more
2 years ago
Scott U.
"Just renewed our subscription for a second year. — What do you like best about Insightly CRM? The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform. — What do you dislike about Insightly CRM? Endless options, creating a bit of a..." Read more
2 years ago
Stephen C.
"Insightly Increased My Effectiveness. — What do you like best? a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it i..." Read more
2 years ago
Kathy M.
"nice recordkeeping tool, but cumbersome to use. — What do you like best? sorts alphabetically by customer and tracks quotes/sales activity — What do you dislike? slow to enter data, but stores alot of information — What problems is the product solving and how is that benefiting you? organizing quote/sales activities better..." Read more
2 years ago
User in Renewables & Environment
"Great Filing System. — What do you like best? Being able to create pipelines accessible to all users. Finding all the relevant documents in one place. Being able to convert opportunities to projects is a bonus — What do you dislike? The organization and the contact should be not separate, when entering details of clients you have to..." Read more
2 years ago
User in Media Production
"Insightly is probably a good fit for larger companies but it wasn't what I needed. — What do you like best? Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike? A simple thing like having all events and communications for a lead available in one feed. — What problems is t..." Read more
3 years ago
User in Furniture
"A few upgrades needed. — What do you like best? Tasks, Pipeline creations, and reports are the areas I think are built out well — What do you dislike? 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..." Read more
3 years ago
User in Real Estate
"Inslightly. — What do you like best? So far, Insighly is easy to upload information. — What do you dislike? It can be a bit confusing as to where certain customer lists are found. — What problems are you solving with the product? What benefits have you realized? Keeping my contacts/prospects in one place."
3 years ago
Shivam B
"Easy to use and inexpensive CRM. — What do you like best? InexpensiveA clean and user friendly interface which is easy to navigateReporting features are quite comprehensive Integration with G suite and other sales tools. — What do you dislike? It lacks proper technical support.It takes months for their team to get the bugs fixed and is..." Read more
3 years ago
User in Electrical/Electronic Manufacturing
"Insight on Insightly. — What do you like best? I liked the organization of the individual contacts. Like a Rolodex for us old schoolers. I like how the tabs open up for more information on contact. — What do you dislike? Maneuvering around took me some time to get used to. — What problems are you solving with the product? What b..." Read more
3 years ago
M. Esmeralda B
"Insightly saves me time! — What do you like best? I love their automation system and find all the information in one place. Their link with Mailchimp also helps my business, and to be able to send 50 emails at the same time to leads, saves me time. — What do you dislike? I will like to automate more than 50 campaigns. To have an easy w..." Read more
3 years ago
User in Renewables & Environment
"Helpful and easy to use. — What do you like best? Tasklist and filter system to help me stay organized. — What do you dislike? Sometimes have to reorganize and create tasks can be tedious. — What problems are you solving with the product? What benefits have you realized? Organizing activities."
3 years ago
Owen M
"Excellent / essential business tool. — What do you like best? Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. — What do you dislike? The one..." Read more
3 years ago
Brandon E
"HCT recently used Insightly for over 2 years. — What do you like best? The functionality to add whatever we'd like. It was a great tool to follow up with all our donors and make sure they were happy. The dashboards were my favorite part of the system. — What do you dislike? I disliked that we were promised some functionality and never..." Read more
3 years ago
Margarette M
"It makes an already efficient employee more productive. — What do you like best? Personal reports are easily modifiable to your preference. — What do you dislike? I hope there is an option to edit fields in the report view rightaway. — What problems are you solving with the product? What benefits have you realized? Priorit..." Read more
3 years ago
Jared M
"The greatest thing about Insightly is how everything lives in one spot. — What do you like best? The collaboration tools between departments. — What do you dislike? Sometimes project creation can be a little repitive — Recommendations to others considering the product: Please consider it. See all of its capabilities and be..." Read more
3 years ago
Lieven D
"Great tool to follow up how far we are in creating new potential sales. — What do you like best? I like the fact that we can build a logical path to best approach clients — What do you dislike? I had problems to make a difference between leads and contacts — What problems are you solving with the product? What benefits have you..." Read more
3 years ago
User in Financial Services
"Very helpful & intuitive. — What do you like best? Reporting functionality is easy to use and useful for our data analysis across all teams. — What do you dislike? As far as I am aware, there are no automatic alerts that can be pre-set into the system for a sales process. All reminders have to be manually created. — What problems..." Read more
3 years ago
User in Marketing and Advertising
"Solid, but cumbersome CRM that offers marketing, sales, service, projects and other integrations. — What do you like best? A wide variety of features and integrations makes this a more substantial CRM tool for prospecting and prospect management — What do you dislike? It does tend to be a more cumbersome tool with less agility between..." Read more
3 years ago
User in Health, Wellness and Fitness
"Good for start ups; good value for your money. — What do you like best? I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integra..." Read more
3 years ago
Dan B
"Pretty good, but not perfect. — What do you like best? Joint calendar, being able to see all of the different things we have going on in a day. — What do you dislike? Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible..." Read more
3 years ago
User in Marketing and Advertising
"Insightly works well for keeping everything together. — What do you like best? I like how it is easy to navigate and how it keeps everything in one place. — What do you dislike? I dislike how tasks aren't updated in real-time. — Recommendations to others considering the product: Insightly works well to manage tasks, althoug..." Read more
3 years ago
"work in progress. — What do you like best about Insightly CRM? Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours — What do you dislike about Insightly CRM? Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky..." Read more
2 years ago