Capterra 
G2 
861 reviews
4.4/5 average rating
Burl S.
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
2 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
2 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
2 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
2 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
2 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 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
3 years ago
"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
2 years ago