Capterra 
G2 Administrator in Wholesale
Administrator in Architecture & Planning
"the simple interface that helps to on-board staff who are unfamiliar with databases or using any type of CRM."
5 years ago
Lucas F.
Business & Relations Manager, SOOQR Search
"- Easy to import all contacts - Easy to add "tasks" to oppertunities"
5 years ago
Anndriene B.
Finance Manager, Urban Initiatives
"I really only needed assistance with streamlining email communication within my team so, I did not keep the software but I could see Insightly working for someone seeking a complete overhaul for similar tasks."
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 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
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
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
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
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
User in Financial Services
"All of my contacts are tracked in insightly."
5 years ago
jamie b
"I really enjoy that it is easy to use and to understand and teach to other employeea using this same software. All around great software and I really enjoy it"
6 years ago
Bryan R.
tech director, ESSDACK
"It is simple to use. The email integration is convenient."
6 years ago
Verified Reviewer
"It was good for a time but we outgrew it's offerings and the competition had a better product for the money when we switched."
6 years ago
ethan s
"It is a very practical tool because its functions allow you to facilitate the assignment of tasks to the work group to improve the performance of the work group, besides that the training to manage this tool seemed great because the videos are very easy to understand"
6 years ago
Verified Reviewer
"I liked that it is easy to use. Able to run some reports and has good search functions."
6 years ago
Garrett Colby S
"I really like Insightly's beautiful user interface. It's easy to navigate and doesn't have as much of a learning curve as some of the more robust CRMs."
6 years ago
Zak M.
Owner, Sweet Capacity LLC
"General features of CRM are included, really like that there is a 2-person free option for a small operation like mine."
6 years ago
Allyson L
"I believe Insightly does do everything we need it to. It seems to be a very robust CRM/Task Management platform."
6 years ago
Administrator in Hospital & Health Care
"If subscriber to Professional Plan, there are lots of customization options. Especially find workflow automation feature useful. The reports are also very customizable, which is helpful for different types of users of the data within the CRM."
6 years ago
Ben M.
"null"
6 years ago
User in Aviation & Aerospace
"Custom fields - This was a key consideration for using Insightly. We have different types of contacts that we wanted to manage, and various sub-categories within each of those contact categories. Custom fields were available with the free version of Insightly, which was ultimately what lead us to make the decision to go with their platform."
6 years ago
Administrator in Veterinary
"Easy login. Easy interface. The tagging system is extremely helpful as well."
6 years ago
Ann M.
Project Manager, Boeing
"null"
6 years ago
"Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives."
5 years ago