Capterra 
G2 
Ray V.
Kevin S.
"Works well enough for our initial use cases but we've outgrown it. — What do you like best about Insightly CRM? I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better. — What do you dislike about Insightly CRM?..." Read more
a year 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
a year ago
Scott U.
"Just renewed our subscription for a second year. — What do you like best about Insightly CRM? The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform. — What do you dislike about Insightly CRM? Endless options, creating a bit of a..." Read more
a year 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
a year ago
Marco B.
"We use it as a small team. The dashboard and analytics are great and provide a lot of insights."
a year ago
Bernardo A.
"Overall, Insightly has been a great choice for our CRM needs. Its intuitive platform and easy-to-use features make it a great tool for customer relationship management."
a year ago
Priyansh K.
"Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system."
a year ago
Enni N.
"My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job."
a year ago
Verified Reviewer
"I recently started using Insightly to streamline my business and it has been a game-changer. It's so easy to use, with all the features I need in one place. The customer service is top notch and they are always willing to help me out when I need it. I'm so glad that I found Insightly, it has made my life so much easier!"
a year ago
Hardik M.
Team Leader, Tatvam
"I've been using it for over a year now and it has helped me manage my team's leads, organize events, and keep in touch with my prospects. The ease of use is fantastic, the customer service is amazing, and it's a great tool for any size organization. I would highly recommend this to anyone looking for a new CRM!"
a year ago
Shivansh B.
Founder & CEO, SB Digital
"What I really like about the tool is that how simple it is to create customized reports. I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have everything I need in under a single dashboard. That's very useful."
a year ago
victoria c.
assistant, St George´s
"now we are more organized, we answer our consultations faster because of having everything in the same place!. the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place"
a year ago
Juana S.
admissions officer, St George´s
"now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead"
a year ago
Clint B.
"Declining satisfaction for what was once my favorite CRM. — What do you like best about Insightly CRM? Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays we..." Read more
a year ago
Nicholas M.
Utilities Supervisor, Bright Planet Solar
"Pretty good. I like the reports. They function well and help us track projects."
a year ago
Amanda T.
"Used it daily to manage customers and projects. Didn't have enough features so we switched to hubspot. It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects."
a year ago
Verified Reviewer
"Services were dropped as the time passed / all optional services became additional add-on packages / extremely bad customer service."
2 years ago
Matt H.
President, Elevated Networks
"We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across..." Read more
2 years ago
Colleen R.
"Its a very basic CRM to keep track of information"
2 years ago
Jonathan S.
Executive Director, Yakima County Development Association
"Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at."
2 years ago
Anne K.
Director Operations, Communico
"I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly..." Read more
2 years ago
Rachel B.
Proposal Review Director, BPS
"My overall experience is really good. When I am working with AppConnect, I feel I get limited support on what issues I am encountering."
2 years ago
Scott R.
"Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a organization"
2 years ago
Matthew S.
Head of Client Engagement & Services, Sullivan & Stanley
"It is relatively intuitive easy to customise, easy to align to specific business needs."
2 years ago
"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
a year ago