Capterra 
G2 
861 reviews
4.4/5 average rating
Tricia S.
"Easy to Use & Intuitive CRM. — What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fas..." Read more
2 years ago
Robert C.
"Transparency. — What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. — What..." Read more
2 years ago
Mary Beth S.
"CRM that's perfect for small business. — What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge differe..." Read more
2 years ago
Joanna F.
"Sophisticated CRM without needing sophisticated Coding! — What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of thei..." Read more
2 years ago
Blake G.
"An easy to use and seamless experience. — What do you like best about Insightly CRM? Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. — What do you dislike about Insightly CRM? Perhaps its because I hav..." Read more
2 years ago
Dave M.
"Solid CRM & Marketing tool for my new business ventures objectives. — What do you like best about Insightly CRM? Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. — What do you dislike about Insightly CRM? I..." Read more
2 years ago
Nicole D.
"Easy to Navigate. — What do you like best about Insightly CRM? That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. — What do you dislike about Insightly CRM? The least helpful thing I have noticed or found was that t..." Read more
2 years ago
Alma D.
"Permit Coordinator. — What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. — What do you dislike about Insightly CRM? In order to go back to a report you have to..." Read more
2 years ago
Justin B.
"Insightly is a great app. — What do you like best about Insightly CRM? Keeps my schedules in order. Easy interface to edit and update. The tech support is great. Ever since using the app, I have had a good experience an no issues.. — What do you dislike about Insightly CRM? I do not dislike the app. It's helpful, and plenty of options..." Read more
2 years ago
Jordan F.
"Customizable CRM with Excellent Customer Support. — What do you like best about Insightly CRM? Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do..." Read more
2 years ago
Dawn R.
"Amazing support, easy to use and so much still to explore. — 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 prod..." Read more
2 years ago
Esperanca L.
"Insightly - Making thousands of solar contracts flow easier. — What do you like best about Insightly CRM? One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. — What do yo..." Read more
2 years ago
Ray V.
"Wokring in insightly has been a great help management our 150k customer data base! — What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! — What do..." Read more
2 years ago
Isaiah K.
"Straightforward and intuitive CRM. — What do you like best about Insightly CRM? The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. — What do you dislike about Insightly CRM? There are so many potential fields to use, that it's..." Read more
2 years ago
Claire .
"Insightly is a great way to organize our business! — What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. — What do you dislike about Insightly CRM? There isn't mu..." Read more
2 years ago
Javad S.
"The CRM that is user friendly and powerful tool. — What do you like best about Insightly CRM? I am using this tool mainly for email feature and bulk editing. The best thing is that you can send email by just one click and history gets saved. Also the bulk editing while using of a big data is very much effective. — What do you dislike about I..." Read more
2 years ago
Leung Jun C.
"Insightly is a great CRM tool. — What do you like best about Insightly CRM? I like Insightly because it allows me to save activity sets for recurring groups of tasks that are required for various types of projects. It works well as a central repository for customer data that all internal teams can access. I personally didn't use many of the other..." Read more
2 years ago
Jessi N.
"Director of Marketing and Business Development. — What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. — What do you dislike about Insightly CRM? There are some fields that come preset whic..." Read more
2 years ago
Nolan N.
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. — What do you dislike about Insightly CRM? It do..." Read more
2 years ago
Antea L.
"Reliable CRM. — What do you like best about Insightly CRM? It auto connects to our clients then creates opportunities in instant — What do you dislike about Insightly CRM? None so far. I don't experience any discomfort using this software. — What problems is Insightly CRM solving and how is that benefiting you? Less hassle,..." Read more
2 years ago
Amber V.
"Insightly is a great way to keep track of my clients. — What do you like best? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. — What do you dislike? Tasks lists look a little jumbled sometimes and it can be difficult t..." Read more
2 years ago
User in Market Research
"A great CRM tool to keep all teams informed. — What do you like best? 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 pers..." Read more
2 years ago
Steve H.
"Works very well for my small business. — What do you like best? The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop. — What do you dislike? The costs for a one user license has gone up a lot from when I started using it for free! — What problems is the product solv..." Read more
2 years ago
Connor M.
"Insightly is the fastest most efficient CRM I have ever used! — What do you like best? Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. — What do you dislike? I dislike the cosmetic customizing options, they are quite limited. Everythi..." Read more
2 years ago
"You can not modify master documents.-You can not organize documents in folders or you can customize them.-It has no spell checker . — What do you like best about Insightly CRM? I have used Verizon Media DSP and it's easy to use and very effective. The tool makes advertising seamless. ottimo software per la connessione per lo scambio di files da r..." Read more
2 years ago