Capterra 
G2 
861 reviews
4.4/5 average rating
User in Marketing and Advertising
User in Higher Education
"I like you how can save "organizations" and then individual contacts under them."
7 years ago
Agency in Marketing and Advertising
"Easy to use and cheap. You don’t need s lot of experience to get yourself started."
7 years ago
Administrator in Management Consulting
"I enjoy the ease with which we can use insightly. It's pretty good and allows us as customers to control the process of using the software"
7 years ago
Joe S
"It is one of the few decent platforms that combine CRM and Project Management in one place."
7 years ago
User in Logistics and Supply Chain
"Tasks can be created for anything as little reminders and get emailed to your inbox"
7 years ago
Donald R
"The format is user friendly and intuitive."
7 years ago
User in Medical Devices
"Layout is straightforward, easy to understand."
7 years ago
Consultant in Import and Export
"The program is simple amd intuitive to use, and can be shares with one co-worker. It gives the ability to focus on matters that can bring margin, and avoid losjng time."
7 years ago
Amelia Q
"Easy to use Tick boxes Can re order list by time added etc. Colours easy on the eye Multiple user access Clearly organised"
7 years ago
Agency in Insurance
"I like the simplicity of the layout in both the browser and app."
7 years ago
Mark W
"Solid product, Simple customization, Good reporting, Responsive support & account rep."
7 years ago
Gerard L
"Design and fact that is free, easy to use and help me to be operational in 1 day"
7 years ago
User in Entertainment
"I love that they have free version that you can use and that you have an option to upgrade to a paid version."
7 years ago
Amy C
"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."
7 years ago
Kayja B
"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."
7 years ago
Administrator in Computer Software
"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more
7 years ago
Scott M
"The best part about this software is that it worked well with multiple platforms."
7 years ago
User in Commercial Real Estate
"Ease of use Simple Clean Syncs with email"
7 years ago
Corbin B
"I like that all my info is kept together"
7 years ago
Sarah C
"It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place."
7 years ago
User in Banking
"It was very quick and easy to learn how to use Insightly. If we got stuck, there were handy tutorials on Youtube."
7 years ago
User in E-Learning
"I like the ability to have multiple contacts associated with an organization is great."
7 years ago
User in Furniture
"ability to task people with jobs to do."
7 years ago
Tyler L
"It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned."
7 years ago
"It's user friendly lay out and the way in which you can tailor it to your business."
7 years ago