Capterra 
G2 User in Renewables & Environment
Owen M
"Excellent / essential business tool. — What do you like best? Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. — What do you dislike? The one..." Read more
4 years ago
Brandon E
"HCT recently used Insightly for over 2 years. — What do you like best? The functionality to add whatever we'd like. It was a great tool to follow up with all our donors and make sure they were happy. The dashboards were my favorite part of the system. — What do you dislike? I disliked that we were promised some functionality and never..." Read more
4 years ago
Margarette M
"It makes an already efficient employee more productive. — What do you like best? Personal reports are easily modifiable to your preference. — What do you dislike? I hope there is an option to edit fields in the report view rightaway. — What problems are you solving with the product? What benefits have you realized? Priorit..." Read more
4 years ago
Jared M
"The greatest thing about Insightly is how everything lives in one spot. — What do you like best? The collaboration tools between departments. — What do you dislike? Sometimes project creation can be a little repitive — Recommendations to others considering the product: Please consider it. See all of its capabilities and be..." Read more
4 years ago
Lieven D
"Great tool to follow up how far we are in creating new potential sales. — What do you like best? I like the fact that we can build a logical path to best approach clients — What do you dislike? I had problems to make a difference between leads and contacts — What problems are you solving with the product? What benefits have you..." Read more
4 years ago
User in Financial Services
"Very helpful & intuitive. — What do you like best? Reporting functionality is easy to use and useful for our data analysis across all teams. — What do you dislike? As far as I am aware, there are no automatic alerts that can be pre-set into the system for a sales process. All reminders have to be manually created. — What problems..." Read more
4 years ago
User in Marketing and Advertising
"Solid, but cumbersome CRM that offers marketing, sales, service, projects and other integrations. — What do you like best? A wide variety of features and integrations makes this a more substantial CRM tool for prospecting and prospect management — What do you dislike? It does tend to be a more cumbersome tool with less agility between..." Read more
4 years ago
User in Health, Wellness and Fitness
"Good for start ups; good value for your money. — What do you like best? I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integra..." Read more
4 years ago
Dan B
"Pretty good, but not perfect. — What do you like best? Joint calendar, being able to see all of the different things we have going on in a day. — What do you dislike? Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible..." Read more
4 years ago
User in Marketing and Advertising
"Insightly works well for keeping everything together. — What do you like best? I like how it is easy to navigate and how it keeps everything in one place. — What do you dislike? I dislike how tasks aren't updated in real-time. — Recommendations to others considering the product: Insightly works well to manage tasks, althoug..." Read more
4 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."
4 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."
4 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."
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
5 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."
5 years ago
Administrator in Marketing and Advertising
"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."
5 years ago
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
5 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
5 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."
5 years ago
Shannon G.
Software Developer - Supply Chain, Lowe's Companies, Inc.
"Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel."
5 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
5 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.`"
5 years ago
José Luis O.
Manager, Skak Capital Estrategico
"A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed."
5 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
5 years ago
"Helpful and easy to use. — What do you like best? Tasklist and filter system to help me stay organized. — What do you dislike? Sometimes have to reorganize and create tasks can be tedious. — What problems are you solving with the product? What benefits have you realized? Organizing activities."
4 years ago