Capterra 
G2 
870 reviews
4.4/5 average rating
Kathy M.
Kathy M.
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
2 years ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?It is User-friendly and we like the relational connections. Support is Great too. — What do you dislike about Insightly CRM?it has gotten a little expensive as we have added some features — Recommendations to others considering Insightly CRM:it works for us as a relational da..." Read more
2 years ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?It is User-friendly and we like the relational connections. Support is Great too. — What do you dislike about Insightly CRM?it has gotten a little expensive as we have added some features — Recommendations to others considering Insightly CRM:it works for us as a relational da..." Read more
2 years ago
Alex M.
". — What do you like best about Insightly CRM?I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. — What do you dislike about Insightly CRM?There is occasionally lag when navigating the website and/or when updating existing..." Read more
2 years ago
Alex M.
". — What do you like best about Insightly CRM?I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. — What do you dislike about Insightly CRM?There is occasionally lag when navigating the website and/or when updating existing..." Read more
2 years ago
Verified User in Technology and ServicesInformation
". — What do you like best about Insightly CRM?Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike about Insightly CRM?The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems is Insightly CRM solving and how is that be..." Read more
2 years ago
Verified User in Technology and ServicesInformation
". — What do you like best about Insightly CRM?Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike about Insightly CRM?The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems is Insightly CRM solving and how is that be..." Read more
2 years ago
Anish B.
". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more
2 years ago
Anish B.
". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more
2 years ago
Anish B.
". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more
2 years ago
Kratika C.
". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more
2 years ago
Vanshika G.
". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more
2 years ago
Kratika C.
". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more
2 years ago
Vanshika G.
". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more
2 years ago
Kratika C.
". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more
2 years ago
Vanshika G.
". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more
2 years ago
Doug B.
". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more
2 years ago
Doug B.
". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more
2 years ago
Doug B.
". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more
2 years ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team co..." Read more
2 years ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team co..." Read more
2 years ago
Verified User in Computer Software
". — What do you like best about Insightly CRM?Easy to use and update records. Training was very helpful. — What do you dislike about Insightly CRM?the reps seem to change often but recently that has not been an issue. — What problems is Insightly CRM solving and how is that benefiting you?Updated our CRM process and kept..." Read more
2 years ago
Verified User in Computer Software
". — What do you like best about Insightly CRM?Easy to use and update records. Training was very helpful. — What do you dislike about Insightly CRM?the reps seem to change often but recently that has not been an issue. — What problems is Insightly CRM solving and how is that benefiting you?Updated our CRM process and kept..." Read more
2 years ago
Verified User in Market Research
". — What do you like best about Insightly CRM?It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I personally have not used; i..." Read more
2 years ago
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
2 years ago