Capterra 
G2 Verified Reviewer
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
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
Logan G.
"Ease of use for tracking opportunities with potential customers"
2 years ago
"I have utilized a few kinds of procedure robotization devices for as far back as 2 years. From each one of those apparatuses UiPath is the best easy to use mechanization device where the engineers can in all respects rapidly get and comprehend the usage methods. . — What do you like best about Insightly CRM? Sometimes I have to wait longer than us..." Read more
2 years ago
"Very high quality video call but require high internet connection. . — What do you like best about Insightly CRM? This a very great tool that I always rely on.very friendly, helpful and reliable in such a way that I can't imagine without it.The customer support are wahoo.The best team have ever met.They get out of their way to make sure we are sat..." Read more
2 years ago
"There is nothing that one can dislike for a great startup like Skymind.ai. It is one of the best platform to build an application using data science concept. . — What do you like best about Insightly CRM? Keeps on making unnecessary notifications. I like its use for contract management and how it satisfies all our questions and needs. Slack sho..." Read more
2 years ago
"Sometimes it crashes and stops working when opening some PDF documents. Some PDF Documents are unable to open and when we try multiple times then application cursed and its stop working. . — What do you like best about Insightly CRM? It a great tool that I have nothing to dislike. Offers quality drawings for sewer systems in different construc..." Read more
2 years ago
"I like best the free gift cards and how easy it is to take u to websites . — What do you like best about Insightly CRM? Scoro has enabled us to at long last bring together all parts of activities on to one stage. It's a consistent reconciliation from starting customer contact to definite receipt. The UX/interface is common and natural and renditio..." Read more
2 years ago
"Having different instances of the same project makes it easier for the dev team to fix multiple bugs separately. If same team or member is working on different projects, different channels with different projects allow ease for comparision. . — What do you like best about Insightly CRM? I have noticed that by integrating many extensions this edito..." Read more
2 years ago
"I like that Summernote ease my daily tasks whwn it comes to web design and content management.Summernote has a clean UI and UX. Ease of use. HTML5 text editing. . — What do you like best about Insightly CRM? This software in application is an added cost to the organisation and not effective for infant hotel and resorts — What do you dislike..." Read more
2 years ago
"There's is no reward of converting the points into mobile money. The application requires internet so as to open on any device thus it's not possible to use incase there's no connectivity. . — What do you like best about Insightly CRM? Es un servidor muy sencillo ya que los sistemas de gestion de hosting ofrecen instalacion automatica, es muy fac..." Read more
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
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
Alex M.
"Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great."
2 years ago
Ashley E.
"It has task management but not the most intuitive"
2 years ago
Candice R.
"Insightly is a helpful tool supporting success in the workplace. — What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capabi..." Read more
2 years ago
Diamond P.
"Insightly Works Well for Small Businesses. — What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in..." Read more
2 years ago
Verified User in Non-Profit Organization Management
"Good tool to get your organization on track through a CRM. — What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a coup..." Read more
2 years ago
alvaro p.
"ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction."
2 years ago
Alvaro P.
"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
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
"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