Capterra 
G2 
804 reviews
4.4/5 average rating
Pierce P
Melissa H
"Insightly for Efficiency. — What do you like best? easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags — What do you dislike? I enjoy the product and there's nothing that I dislike. everything works properly and the team is very quick at responding to technical issues ..." Read more
2 years ago
Madeline D
"The best CRM program for a small business. — What do you like best? All communication records are in one place. Insightly is affordable, and task follow-up is beneficial in keeping the personal relationship open with a potential client. — What do you dislike? The organization field should have a sub-division. The Contact form should..." Read more
2 years ago
Executive Sponsor in Government Administration
"Can highly recommend Insightly. — What do you like best? This CRM is easy to learn, easy to use, and extremely capable as a CRM, especially for our B2G-oriented business. Our small sales team has been able to customize our opportunity pipeline over time to fit our specific sales flow needs, and the mobile app lets everyone keep an eye on our targe..." Read more
2 years ago
Administrator in Construction
"User friendly CRM. — What do you like best? I love the dashboard. It's an at-a-glance view of sales, service, and projects. Our Team can see the open items. — What do you dislike? When an issue arises, I wish there was an easier process for getting in touch with a customer service representative. — Recommendations to others consi..." Read more
2 years ago
Lyza P
"Great. — What do you like best? Filters, layout, easy to use, it helps me to keep track of my daily tasks and company tasks. It is great to see and track the performance, analytics, opportunities, etc. — What do you dislike? I can't really think of anything. It took me a little long to learn how to use it properly, how to make adjustme..." Read more
2 years ago
Lyza P.
"Great. — What do you like best? Filters, layout, easy to use, it helps me to keep track of my daily tasks and company tasks. It is great to see and track the performance, analytics, opportunities, etc. — What do you dislike? I can't really think of anything. It took me a little long to learn how to use it properly, how to make adjustme..." Read more
2 years ago
Robert N
"Insightly is a game changer. — What do you like best? Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many d..." Read more
2 years ago
Robert N.
"Insightly is a game changer. — What do you like best? Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many d..." Read more
2 years ago
Administrator in Transportation/Trucking/Railroad
"Fantastic platform! — What do you like best? Insightly's ease of use is incredible. Everything is fully customizable to meet your specific needs which makes life way easier than clunkier crm's. I would highly recommend them to any professional. — What do you dislike? It may get a little getting used to for someone who isn't very tech s..." Read more
2 years ago
Robert N
"Insightly is a game changer. — What do you like best? Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many d..." Read more
2 years ago
Administrator in Management Consulting
"CRM I searched for months. — What do you like best? When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looked for. Contacts cards in Insightly show you all details you need in one window. — What do you dislike? I did no..." Read more
2 years ago
Tayler H
"Great Lead Tracking Tool! — What do you like best? How easy it is to keep all lead generation and everything for one customer together — What do you dislike? There are not many things that I did not like about the software, it was a great product to use — What problems are you solving with the product? What benefits have you rea..." Read more
2 years ago
Sunni Islamic C
"One of the best CRM to manage all the activities and records in one place. Love to handle my stuff. — What do you like best? The simple process to manage all the data in one place — What do you dislike? Paid service. Lol. Hope this is to manage from scammers etc — What problems are you solving with the product? What benefits hav..." Read more
2 years ago
FAHEEMUDDIN M
"One of the best CRM to manage all the activities and records in one place. Love to handle my stuff. — What do you like best? The simple process to manage all the data in one place — What do you dislike? Paid service. Lol. Hope this is to manage from scammers etc — What problems are you solving with the product? What benefits hav..." Read more
2 years ago
Faheem Quadri Razvi
"One of the best CRM to manage all the activities and records in one place. Love to handle my stuff. — What do you like best? The simple process to manage all the data in one place — What do you dislike? Paid service. Lol. Hope this is to manage from scammers etc — What problems are you solving with the product? What benefits hav..." Read more
2 years ago
Austin S
"Great CRM software for small company use. — What do you like best? Very easy to use interface and I like that you can export data to excel — What do you dislike? I wish there was a way to have opportunities automatically sorted when I login in. — Recommendations to others considering the product: Allow a way for user to pre..." Read more
2 years ago
User in Law Practice
"Insightly is great! — What do you like best? I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download custom..." Read more
2 years ago
Ebony G
"Wonderful program! — What do you like best? It makes pulling info into a CRM easy and seamless. All details including photos are ported and it is truly a time saver! — What do you dislike? That leads photos cannot be imported. Also the industry does not convert — Recommendations to others considering the product: Just do it..." Read more
2 years ago
luis o
"it is very simple to use and help a lot for the deals and oportunitys. — What do you like best? its simple to use, very good desing. i recomend a lot — What do you dislike? at the bigining its dificult to find the commands but with the use, you can explore and organize very well and easy. — Recommendations to others considering t..." Read more
2 years ago
User in Design
"Awesome! — What do you like best? Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it — What do you dislike? Nothing as such. We are super happy using Insightly for our small business. I would highly recommend it to sma..." Read more
2 years ago
Consultant in Fine Art
"A great way to keep all your needs organized. — What do you like best? I love keeping all of my client's information super organized and accessible. — What do you dislike? I can't think of anything at the moment. Maybe I will have a suggestion in the future. — What problems are you solving with the product? What benefits have yo..." Read more
2 years ago
Nolan N
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. — What do you dislike? It does not allow you to track your interacti..." Read more
2 years ago
Nolan N.
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. — What do you dislike? It does not allow you to track your interacti..." Read more
2 years ago
Bryan H
"Great Light System - packed with features. — What do you like best? Much "lighter" than competitors but still packed with features — What do you dislike? Newer system so employees have to spend time learning an training on it — Recommendations to others considering the product: Look at the total cost of a fully implemented..." Read more
2 years ago
"Insightly packages key metrics into a platform that suits my business. — What do you like best? Easy to useEasy to follow-upFlexibility (specific metrics are customizable)Simple to updatesimple to capture progress towards sale close — What do you dislike? While I don't believe this is a problem with Insightly CRM itself, Manufacturer n..." Read more
2 years ago