Capterra 
G2 
870 reviews
4.4/5 average rating
Nolan N.
Antea L.
"Reliable CRM. — What do you like best about Insightly CRM? It auto connects to our clients then creates opportunities in instant — What do you dislike about Insightly CRM? None so far. I don't experience any discomfort using this software. — What problems is Insightly CRM solving and how is that benefiting you? Less hassle,..." Read more
3 years ago
Amber V.
"Insightly is a great way to keep track of my clients. — What do you like best? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. — What do you dislike? Tasks lists look a little jumbled sometimes and it can be difficult t..." Read more
3 years ago
User in Market Research
"A great CRM tool to keep all teams informed. — What do you like best? It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I pers..." Read more
3 years ago
Steve H.
"Works very well for my small business. — What do you like best? The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop. — What do you dislike? The costs for a one user license has gone up a lot from when I started using it for free! — What problems is the product solv..." Read more
3 years ago
Connor M.
"Insightly is the fastest most efficient CRM I have ever used! — What do you like best? Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. — What do you dislike? I dislike the cosmetic customizing options, they are quite limited. Everythi..." Read more
3 years ago
Burl S.
"Easy-to-use solution for smaller businesses -- with much of the power of more expensive platforms. — What do you like best? It is easy to get started with Insightly and the platform is very intuitive. No mystery in terms of our to create and track activity with contacts. — What do you dislike? Insightly integration doesn't work with al..." Read more
3 years ago
Arrea'l B.
"Finally a CRM that's user friendly! — What do you like best? I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort. — What do you dislike? While ther..." Read more
3 years ago
Eddie Q.
"Great Software. — What do you like best? This a very friendly software that has been intended for all type of businesses, I been looking for something like this for a long time and finally I found it, this is use friendly software — What do you dislike? I would love to be more self-explanatory, if you are new to CRM it is possible to g..." Read more
3 years ago
Rodrigo K.
"Powerful and Versatile Tool. — What do you like best? The possibility of creating my fields to personalize the tool and use it to my exact needs is very powerful. — What do you dislike? No way to integrate to my own CRM (as I use it outside the US, there are different platforms). Also, there is no way to delete multiple files from each..." Read more
3 years ago
Ralf W.
"Powerful CRM for a Great Price. — What do you like best? Insightly has helped us automate many time-consuming CRM tasks and simplify and streamline managing leads and converting them to customers. Insightly integrates well with many systems and, as such, could easily be incorporated into our existing infrastructure. — What do you dislike?..." Read more
3 years ago
Ayesha M.
"Organized and much ordinated tool to classify data. — What do you like best? Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the..." Read more
3 years ago
Executive Sponsor in Information Technology and Services
"Does the job at a fair price. — What do you like best? Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike? The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems is the product solving and how is that benefiting you? W..." Read more
3 years ago
User in Information Technology and Services
"Meets all our needs. — What do you like best? Task Mgmt and customized reporting features — What do you dislike? Not being able to insert a picture in an email template — What problems is the product solving and how is that benefiting you? Proper and timely follow up on ongoing projects"
3 years ago
Russ N
"Insightly Matches My Business Rightly. — What do you like best? I like the ease of setting alarms and integrating with email templates — What do you dislike? I want to select a Contact group and email 'all.' — Recommendations to others considering the product: It has most of the features I need at the price point — Wh..." Read more
3 years ago
David P
"Everything under control. — What do you like best? Google integration is fantastic. Gmail extensions allow you add contacts, leads, opps and organizations with only one click in Insightly. — What do you dislike? It's a topic but it's real. Outside EEUU, their prices are higher than expected. You have to pay in $$$, and localization is..." Read more
3 years ago
Pierce P
"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
3 years ago
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
3 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
3 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
4 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
4 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
4 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
4 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
4 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
4 years ago
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best about Insightly CRM? 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 about Insightly CRM? It do..." Read more
3 years ago