Capterra 
G2 Verified User in Non-Profit Organization Management
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
2 years 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
2 years 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
2 years 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
2 years 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
2 years 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
2 years 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
2 years 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
2 years 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
2 years 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
2 years ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?It is incredibly intuitive and easy to use — What do you dislike about Insightly CRM?It buffers too much. takes to long for updates to show. — What problems is Insightly CRM solving and how is that benefiting you?Tracking sales activity is very important to our organization..." Read more
2 years ago
Verified User in Consulting
". — What do you like best about Insightly CRM?There are excellent support people who offer creative and effective solutions when a function is not working as expected. — What do you dislike about Insightly CRM?With new updates, some functionality is affected. — What problems is Insightly CRM solving and how is that benef..." Read more
2 years ago
Sean B.
". — What do you like best about Insightly CRM?Versitility, automations, customer spport and ability to kep notes — What do you dislike about Insightly CRM?Takes a long time to set up and you need to dedicate a lot of time to it — What problems is Insightly CRM solving and how is that benefiting you?Sales Pipeline, unit v..." Read more
2 years ago
Dawn R.
". — What do you like best about Insightly CRM?It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. — What do you dislike abo..." Read more
2 years ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?It is incredibly intuitive and easy to use — What do you dislike about Insightly CRM?It buffers too much. takes to long for updates to show. — What problems is Insightly CRM solving and how is that benefiting you?Tracking sales activity is very important to our organization..." Read more
2 years ago
Verified User in Marketing and Advertising
". — What do you like best about Insightly CRM?It is incredibly intuitive and easy to use — What do you dislike about Insightly CRM?It buffers too much. takes to long for updates to show. — What problems is Insightly CRM solving and how is that benefiting you?Tracking sales activity is very important to our organization..." Read more
2 years ago
Verified Reviewer
"As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us."
2 years ago
Krunal S.
". — What do you like best about Insightly CRM?Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add. — What do you dislike about Insightly CRM?For me there is nothing to be dislike about insightly till now. — What proble..." Read more
2 years ago
Phil S.
"It has been fantastic. Not one single issue. Once the system is customized for you, it is really easy to use."
2 years ago
Kati G.
"We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service."
2 years ago
Jennifer W.
"Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs"
2 years ago
Divaldo C.
"I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications."
2 years ago
Liliana Sofia A.
"Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish."
2 years ago
Sai R.
"Our team's experience with Insightly has been stellar. Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses"
2 years ago
". — 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
2 years ago