Capterra 
G2 
861 reviews
4.4/5 average rating
Administrator in Marketing and Advertising
User in Electrical/Electronic Manufacturing
"Insightly CRM is a software designed to manage relationships with your customers, has a visually appealing and functionally intuitive platform, hosts a wealth of features with integrated project management capabilities such as lead evaluation, document storage, mailings, task management and marketing automation integration just to name a few, has extensive i..." Read more
4 years ago
Michael L
"Simple and Ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business."
4 years ago
Sarah M
"I love how much data you're able to keep in Insightly; we use this for Development in a healthcare company, and being able to have custom tags and a searchable index is wonderful. Their pipeline feature for outreach is great too. Another great bonus is the ability to add custom fields to organizations; this means Insightly can work for a variety of different..." Read more
4 years ago
Consultant in Oil & Energy
"When I first started using insightly I was not a big fan. It was much different from other CRM's I have used in the past. Once my company started to personalize it for our company it was great. I love how easy it is to track the pipelines of each lead, project, and opportunity.`"
4 years ago
Charlton D
"I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new ones within the company. I find it easy t..." Read more
4 years ago
Amy O
"I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields."
5 years ago
Lois M. G
"I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals."
5 years ago
User in Renewables & Environment
"the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions"
5 years ago
Joel G
"Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails du..." Read more
5 years ago
Abigail R
"It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication."
5 years ago
Olivia W
"I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments."
5 years ago
Roberto M
"It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage."
5 years ago
James S
"Handling a variety of useful features that be can applied to creating and advertising campaigns in a easy way with a simple data integration accessible wherever you are, the best."
5 years ago
User in Computer Software
"I really like how easy it is to add contacts, setup leads and send emails to contacts/set up email campaigns. I also like the flow of the app and how tabs expand as needed as well as integration with a mobile app for on-the-go work. I also like the easy addition of tags throughout the app...makes it easy to quickly grab the list I need. Finally, I really lik..." Read more
5 years ago
Joanna K
"I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function j..." Read more
5 years ago
User in Marketing and Advertising
"Insightly really helps provide a basic simplified CRM wherein you could set a task and assign it to a colleague, with its due date, status, and if it's a recurring task. Best thing is that you can *relate* a task essentially connecting it to an Organisation, Contact, Project, etc."
5 years ago
User in Food & Beverages
"I think the most helpful thing about Insightly is the ability to customize the pipelines and track new leads. It is a helpful way to track projects and house company information."
5 years ago
User in Education Management
"The user interface is very intuitive. The price is very reasonable for the features provided. I like the integration with G Suite and Jot Forms."
5 years ago
User in Transportation/Trucking/Railroad
"I like the organization and ease of reading data."
5 years ago
User in Information Technology and Services
"The best thing about is you have all information in one place"
5 years ago
Agency in Events Services
"It offers great project management options and helps gather more information about customers"
5 years ago
Gabriel M
"Some of the features I like most about Insightly are its pipelines, activity sets, and Insightly's channeling feature, which helps all players involved know exactly what to do and when. These features have helped us most to manage the various customers we have at different stages of compliance and keep all our marketing processes under control."
5 years ago
Scott R
"Being able to see all my work in one area and being able to choose what to sign off on from that same screen"
5 years ago
User in Market Research
"I love the kanban view and the fact that we've gotten all our team members contributing to it together. Following projects through to completion has been made much easier."
5 years ago
"It's supper intuitive and easy to use. You don't need a programming / coding background. You can use it as much as you need."
4 years ago