Capterra 
G2 
585 reviews
4/5 average rating
Sandra S.
Account executive, Marketing and Advertising
Verified Reviewer
"We use Insightly to manage all of our sales leads & process. Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly."
5 years ago
Alice C.
Senior Software Development Engineer, CyberCoders
"Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment."
5 years ago
Verified Reviewer
"Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well."
5 years ago
Walter D.
co-director, Urban Missionaries of Our Lady of Hope
"coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce."
5 years ago
Kristy W.
Software Developer, Uber
"In short I would say all the features of this product are good enough to uphold my workflow in a very stunning way. With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business. Pricing plans of this specific product are of great use in order..." Read more
5 years ago
Angela B.
Content Developer, TransUnion
"In short I would say all these features are good enough to maintain my workflow in a very stunning way. For me the basic features that helps in growth of my sales is it's email services that allows me to send multiple emails at a time to multiple people in my contact list. Furthermore, the integration power of this application is quite unique that enables me..." Read more
5 years ago
Dr. Angela K.
Founder, Conscious Quest Ventures
"It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place."
5 years ago
Verified Reviewer
"The search function is pretty limited. Also it does not scan for duplicates or similar leads that are duplicates. I work in sales and we are constantly qualifying leads, setting appointments, and then moving them along in the sales process. I like that it has a mobile app and it gets the job done."
5 years ago
Nezar K.
Sales Manager, Vibrus Group
"Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives."
5 years ago
Karla A.
Customer Service, StateReporting.com
"We solved the problem of moving from working on an in-house built CRM combined with spreadsheets to a more dynamic, one-stop shop CRM that combines tasks and opportunities."
5 years ago
Brad S.
President, The Growth Coach of Central Ohio North
"I was able to upload my data from another system and start using Insightly in less than an afternoon. The interface is easy to use and I was able to use all of the basic features almost immediately. It is easy to track my customers and update my progress with them quickly and efficiently."
6 years ago
Verified Reviewer
"I loved the Simplicity of it. So often these days you will see companies jam-packing in as many features as they can come up with, and that leaves the user overwhelmed more often than not."
6 years ago
Hannah R.
Self Employed, Self Employed
"Has awesome functionality. I am able to house everything in my insightly account. All of my current clients and potential clients. I am able to house login information, notes, phone numbers, addresses, everything! I can also use this to assign tasks to other employees."
6 years ago
Jason F.
"null"
6 years ago
Darien H.
"null"
6 years ago
Verified Reviewer
"Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice."
6 years ago
Maxim P.
"null"
6 years ago
Joanna G.
Challenge Coordinator, Causeway
"* Ability to link between projects * Ability to create "work-flow" * The various ways to tag individuals and projects * Ability to create and save e-mail templates * Plug-in to gmail"
6 years ago
Rana G.
Sales Manager, Ideal Lending Solutions, a Division of AFN, Inc.
"the ease of use- i use insightly as a backup software and i like how i can navigate more easily than my current system required crm"
6 years ago
Michael D. W.
Founder / Interactive Project Director, Spectrum Interactive Group
"My favorite feature is the being able to tag my contacts -- helps me search and keep in contact with those most important."
6 years ago
Cheryce E.
Virtual Assistant, Professional service
"This software is web-based, easy to use and inexpensive. Insightly offers a simple way to keep track of customer details and notes. Also good to use as a database for easy search."
6 years ago
Verified Reviewer
"Insightly was a great CRM for our team. We used the software for over 2 years with no major issues. More expensive solutions may be available but the value addition may need to be looked at."
6 years ago
Verified Reviewer
"Insightly is one of those apps that you may not even have realised you really need but once you start using it you just don't know how you survived without them. It's truly a revolutionary CRM tool that makes your to-do list simple and straightforward. Must try it"
6 years ago
Verified Reviewer
"My overall experience has been nearly great. It allows me to track my leads for my real estate developments. Insightly is easy to use thanks to its intuitive interface. The integrations with GMail make it really quick to send out emails and update your customer's contact details."
6 years ago
"Great at helping me to manage my time and record my to do list. It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities. Also love that it connects with Outlook."
5 years ago