Capterra 
G2 Anil P.
Sai R.
"Our team's experience with Insightly has been stellar. Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses"
2 years ago
Charity Mae C.
"It is easy to navigate. Easy to manage my task!"
2 years ago
Marek T.
"Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities p..." Read more
2 years ago
Yanne cedric N.
"allows me to effectively manage all customer interactions, prospecting and retention. With Insightly I also track business opportunities and sales leads."
2 years ago
Benjamin R.
"Insightly is an excellent CRM that can compete with the best because of its thoroughness. It's helped us organize and keep track of data on a wide range of customers, and we've been using that data in innovative ways to propel sales and marketing efforts. Insightly gives you instant access to detailed information on all of your customers and the people who m..." Read more
2 years ago
Travis Q.
"allows for efficient project and client management. I recommend Insightly to any professional who needs a comprehensive and easy-to-use management tool to improve productivity and efficiency in their work."
2 years ago
Verified Reviewer
"The task and project management works well (even though it could be improved upon)."
2 years ago
Roejan M.
"Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers."
2 years ago
Susan G.
"Feels like very hard work every time you use it.v. The search function, to a point.I like that we have a CRM system."
2 years ago
Jen A.
"I have enjoyed working with Insightly. The amount of information you are able to store"
2 years ago
Ralph G.
"Good. Insightly has been user friendly since, easy to navigate"
2 years ago
Tobias L.
"Good but a steep learning curve as a lot id not intuitive. I most liked Workflow management and activity lists"
2 years ago
Kevin L.
"Very positive and strongly recommend to other users. The self-served ability to customize our pipeline by service offering."
2 years ago
Larry K.
"It has been pretty good. I would just like for my calls to be tracked in activity. Tracking past activities and sales opportunities."
2 years ago
Jonathan S.
"Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion. I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced."
2 years ago
Mónica D.
"Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos"
2 years ago
Jovana B.
"I like the categories, sections, fields details options, user interface overall"
2 years ago
jeff b.
"My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either. it's a good, cost effective CRM option for small business."
2 years ago
Verified Reviewer
"It's great. It does just what we need with a little modification to our methods"
2 years ago
Karis F.
"It does what it needs to do! The reports are also very visually appealing, and it's easy to set up email journeys on our marketing CRM side as well."
2 years ago
Adam W.
"I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to"
2 years ago
Jason K.
"Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages."
2 years ago
Verified Reviewer
"Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Custom automations, 3rd party integration"
2 years ago
Verified Reviewer
"I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team."
2 years ago
"Our daily task scheduling, contact database management and tracking our sales have been simplified by Insightly so thank you to the makers of this software."
2 years ago