Capterra 
G2 Verified User in Media Production
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 User in Financial Services
". — What do you like best about Insightly CRM?Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started. — What do you dislike about Insightly CRM?Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even..." 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
Sujata B.
"It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,"
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
Hemal B.
"Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more."
2 years ago
Wil D.
"It was the first CRM I used and I had a good experience using it. I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software."
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
Christina D.
"Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point."
2 years ago
". — 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
2 years ago