Capterra 
G2 
585 reviews
4/5 average rating
Matthew S.
Head of Client Engagement & Services, Sullivan & Stanley
Shelley C.
National Marketing Manager, eHaus
"For a small to medium sized business Insightly is a great as it has entry level options to get you started. As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions"
2 years ago
Michelle G.
Business & Marketing Coordinator, Morrison
"Great! It suits our needs perfectly. It can be used in simple form or allows us to enable more features as our needs grow."
2 years ago
Jaysen L.
Senior IT Manager, Princeton University
"Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support."
2 years ago
Kenneth W.
"I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer rece..." Read more
2 years ago
Megan F.
Concierge, Kwiat
"Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery."
2 years ago
Phil S.
Founding Attorney, Bauer & Shekerlian Law APC
"So far fantastic. It is really easy to customize to your needs."
2 years ago
Daniel J.
Accountant, Deeagle Tax and Accounts Limited
"It was a great to use Insightly and it helped the business to grow in the early days. I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software."
2 years ago
Denise W.
Marketing Specialist, Resolution Agency
"In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to prov..." Read more
2 years ago
Verified Reviewer
"The software had broad functionality, so it was able to capture lots of information."
2 years ago
Andrew E.
Managing Director, Arishi
"It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional se..." Read more
2 years ago
Verified Reviewer
"Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform."
2 years ago
Rabab K.
Digital Marketing Manager (Fintech and Financial Services), Faisal Khan & Company
"Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs."
3 years ago
Verified Reviewer
"It was a good starter CRM for the company but we outgrew the offerings in about 2 years. The most attractive thing about Insightly when I was using it was the price. The 1st level paid service was worth the money."
3 years ago
Tarek B.
CEO, RZ Consulting
"Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business."
3 years ago
Verified Reviewer
"The dashboard is great, neat and organized. The UX is modern and good-looking. And it's a pleasure to fire the app every time i need to work on something."
3 years ago
Verified Reviewer
"Unsightly appeared to be a good CRM option for one of our projects. As a user I liked Insightly for helping me with the deals and contact management."
3 years ago
Mahmoud F.
Senior CRM Specialist, Ghabbour Auto
"It has helped us get a clear visibility of the business and improve customer communication across the organization and have a 360-degree view of the customers, partners and vendors."
4 years ago
Austin T.
Manager of Information Systems, COACT Associates
"My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functiona..." Read more
4 years ago
Elizabeth S.
Freelance Art Director, Freelance (self-employed)
"As a freelancer with numerous contacts among multiple clients, Insightly helps me to stay organized with who I last spoke with and when we last spoke, along with contact details and other notes. It's much easier than trying to keep this information clear through Gmail alone."
4 years ago
Zach C.
CTO, Propertyshelf, Inc.
"From our experience within our company, it is a sufficient CRM, but in all honesty, after switching to Hubspot CRM, I realized that Insightly was missing a lot of other useful features."
4 years ago
sherae d.
communications officer , celebrations brand limited
"Overall not a bad software. Provides opportunities to improve customer service. Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives."
4 years ago
Verified Reviewer
"NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with."
4 years ago
Verified Reviewer
"I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining co..." Read more
4 years ago
Verified Reviewer
"Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations. Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product. Definitely worth considering for..." Read more
4 years ago
"It is relatively intuitive easy to customise, easy to align to specific business needs."
2 years ago