Capterra 
G2 
585 reviews
4/5 average rating
Carlos R.
Client services director, Baud
Verified Reviewer
"Insightly was one of the CRM servises tested for a startup. It would definitelly become a no1 choice, but the interface language choice was limited to just 7 most popular languages."
4 years ago
Samantha L.
Office Manager, ANREV
"It seems to have many features, and many things are possbile. I also see a lot of third-party integrations possible."
4 years ago
Morgan J.
Business Development Executive, MAZ Systems
"It's generally fine if you're looking specifically for business info, ie sales progress, total leads generated, etc. as a CRM it is definitely not the best"
4 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."
4 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."
4 years ago
Nick K.
it, Nick Ka
"I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline."
5 years ago
Sarah F.
secretary, Kurt A Johnson
"I really quite enjoyed it. This was definitely better than my Rolodex. This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information."
5 years ago
Nick G.
SEM, Click & Track
"Waste of time and $. The software sounds good on paper... but falls flat when you have to pay extra to get it to actually perform as advertised and promised by sales reps and techs who take forever to get back to you with non-answers."
5 years ago
Sunil K.
Manager , SKV Group, LLC
"This is free CRM for any small business or startup strapped with budgetary constraints."
5 years ago
Harley D.
Owner, Due Process International, LLC
"I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option. Extremely inexpensive software for small business with good bulk mailing features and document storage."
5 years ago
Lucy C.
Software Developer, SIGMA Equipment
"Well customer supports that can answer our questions or set up a meeting to further discussion. Well CRM that fit our company needs. Product design perspective is close to our mission to serve our customer well."
5 years ago
Amy O.
Owner, Desktop Deputy Virtual Assistant
"Overall, my experience with Insightly has been positive. I don't mind working with it and have added a ton of contacts into our database using it."
5 years ago
Samuel J.
Marketing, N'ware Technologies
"Good overall experience, I think that many software like this are similar in terms of features in this "grade" of CRM. Others will be more advanced in terms of automation, but also will be more expansive."
5 years ago
Ryan M.
Account Director, Compass Creative
"Overall, Insightly is pretty good. As with all software, you'll get what you put into it. So, if some more integrations with other software were possible, that would help greatly."
5 years ago
Reager C.
General Sales Manager, Chevrolet/ Foton Anc
"Good software. Not easy to use but functional software that help me on my job. I like the features, manageable and have good system."
5 years ago
Nawar A.
Project Manager, ICHEC
"in general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing."
5 years ago
Krystal K.
Editor, Planet Princeton
"Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive."
5 years ago
Maciej N.
Freelance Credit Analyst, Maciej Nowak Enterprise Financing
"Aside from the cons that made me switch, Insightly does it's job very well. I might consider switching back when they allow two way Exchange support."
5 years ago
Tuhin B.
CEO, CreativeDev Studio
"Overall experience with this tool is great. It does everything as advertised. With Insightly you can easily manage your project with your team and can check-in details report of your marketing strategy plan and sales. Insightly not only for insights into your business but it also great tool you can use as CRM."
5 years ago
Janine W.
President, Good to Go, Inc.
"It's very customizable but I just didn't have the time to do it. Had all the Crm and database features you could want. Good training and onboarding process and good pricing."
5 years ago
Felicia H.
Owner, Shifting Tides Chiropractic
"Overall we have been happy with the help Insightly has provided to us while starting up online marketing and advertisement. It has allowed us to better track our investment as well as track our leads and follow-up with people in appropriate time gaps."
5 years ago
Joshua K.
Owner, Thryft-Flipp
"We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the worklo..." Read more
5 years ago
rachel n.
Communications Project Manager, Christ Community Church
"It was what the company had always used, so we had figured out how to make it work for what we needed."
5 years ago
Sandra S.
Account executive, Marketing and Advertising
"Great at helping me to manage my time and record my to do list. It's easy to find information about proposals and opportunities that coworkers are working on. It's easy to link contacts, leads, and opportunities. Also love that it connects with Outlook."
5 years ago
"Good for introducing into a crm. Easy and low price. For it's cost its good, but there are better options on the market"
4 years ago