Capterra 
G2 
Doug B.
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
10 months 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
10 months ago
Laura Jane J.
". — What do you like best about Insightly CRM?It was easy to set up and emailed out to our database and synced without emails. — What do you dislike about Insightly CRM?It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. — What problems is Insightly..." Read more
10 months ago
Laura Jane J.
". — What do you like best about Insightly CRM?It was easy to set up and emailed out to our database and synced without emails. — What do you dislike about Insightly CRM?It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. — What problems is Insightly..." Read more
10 months ago
Laura Jane J.
". — What do you like best about Insightly CRM?It was easy to set up and emailed out to our database and synced without emails. — What do you dislike about Insightly CRM?It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. — What problems is Insightly..." Read more
10 months 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
10 months 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
10 months 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
10 months 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
10 months 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
a year ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! — What do you dislike about Insightly CRM?We have had a few small glitches here and there, but their tech team is so responsive...." Read more
a year 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
a year ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! — What do you dislike about Insightly CRM?We have had a few small glitches here and there, but their tech team is so responsive...." Read more
a year ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
a year ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
a year ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
a year ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?Lead and Opportunity tracking on the platform — What do you dislike about Insightly CRM?Some data is not automatically replicated across sections — What problems is Insightly CRM solving and how is that benefiting you?Tracking incoming leads through to the opportunity and con..." Read more
a year ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?Lead and Opportunity tracking on the platform — What do you dislike about Insightly CRM?Some data is not automatically replicated across sections — What problems is Insightly CRM solving and how is that benefiting you?Tracking incoming leads through to the opportunity and con..." Read more
a year ago
Kalle P.
". — What do you like best about Insightly CRM?Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. — What do you dislike about Insightly CRM?What i don't like about it is it I am unable to make prosp..." Read more
a year ago
Kalle P.
". — What do you like best about Insightly CRM?Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. — What do you dislike about Insightly CRM?What i don't like about it is it I am unable to make prosp..." Read more
a year ago
Verified User in Utilities
". — What do you like best about Insightly CRM?There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without payin..." Read more
a year ago
Verified User in Utilities
". — What do you like best about Insightly CRM?There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without payin..." Read more
a year ago
Verified User in Public Relations and Communications
". — What do you like best about Insightly CRM?The ease of using and how cool it is and all the information it holds. — What do you dislike about Insightly CRM?I have not found anything yet that I do not like. — What problems is Insightly CRM solving and how is that benefiting you?How to manage the large colume of firm in..." Read more
a year ago
Verified User in Public Relations and Communications
". — What do you like best about Insightly CRM?The ease of using and how cool it is and all the information it holds. — What do you dislike about Insightly CRM?I have not found anything yet that I do not like. — What problems is Insightly CRM solving and how is that benefiting you?How to manage the large colume of firm in..." Read more
a year ago
". — 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
10 months ago