Capterra 
G2 Verified Reviewer
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
Ravi B.
"Overall, Insightly is a reliable and efficient CRM solution that can be a great fit for small businesses looking for a customizable and versatile platform. However, businesses with more complex reporting needs or limited budgets may want to explore other options."
2 years ago
John R.
"I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!"
2 years ago
Scott J.
"I like it as I can see what we have going on. I like the ease of entering customer information/details such as contact info and type of customer."
2 years ago
Natalie G.
"We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well."
2 years ago
Logan G.
"Ease of use for tracking opportunities with potential customers"
2 years ago
"For now i have not had any issues in using this platform in our organization. . — What do you like best about Insightly CRM? The masking tool and layers available are top in class which provides best image outputs. we can easily create a image from sratch without any inputs. There is nothing sophisticated about it. I am not much into graphics, b..." Read more
2 years ago
"I have utilized a few kinds of procedure robotization devices for as far back as 2 years. From each one of those apparatuses UiPath is the best easy to use mechanization device where the engineers can in all respects rapidly get and comprehend the usage methods. . — What do you like best about Insightly CRM? Sometimes I have to wait longer than us..." Read more
2 years ago
"The task and project management works well (even though it could be improved upon)."
2 years ago