Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
Carl S.
Head of Customer Service , Evosoft Ltd
"We recommend insightly to everyone we can speak to its that good!. Insightly is an absolutely incredible piece of software, using SaaS based CRM solution which links together contacts, email, social media. It gave us soo much "insight" in to our Customer Journeys and relationship tracking."
4 years ago
Robert D.
Co-founder, Farmers First Coffee Company
"Overall, we ended up ditching Insightly. I'm glad we did. Initially, I liked their front-end sales pitch and pricing. That, unfortunately, was pretty much the best of it."
4 years ago
Cosmin S.
operations, Terawatt Solar
"Execrable customer support when you need it the most. No support whatsoever over the phone to set it up, although I have the paid version but not the most expensive one where the help over the phone is included. The only help is via emails and you get them only during business hours. Very frustrating to spend a lot of time trying to discover what you need to..." Read more
4 years ago
Alice C.
Senior Software Development Engineer, CyberCoders
"Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment."
4 years ago
Verified Reviewer
"Solid overall experience. Great-loooking user interface, and easy-to-use. Perhaps Insightly doesn't have a more visual workflow management like other software of its kind has, but the reporting feature is, in my opinion, the strongest feature, it has! You can really get granular with customization of reports, which is hard to find in CRMs of its kind."
5 years ago
Verified Reviewer
"Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well."
5 years ago
Melinda P.
Entrepreneur, Styled Hanger
"My experience with Insightly has been great and has helped me to stay on top of my short and long term goals. I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve."
5 years ago
Carolyn S.
Manager, CommunityWorks
"easy to customise pipeline, good online information support"
5 years ago
Verified Reviewer
"It doesn't allow anything to fall through the cracks. It is very easy to use and intuitive. I work in a remote team and Insightly helps us to organize all our ongoing projects. I like that each pipeline stage can be assigned to a particular user, and that user will be notified via email when it is his/her turn to work on the project."
5 years ago
ERic B.
CEO, InSearchX
"Very poor, support fast but mostly apologizes for lack of functionality as a CRM. Liked the color scheme and some aspects of its navigation"
5 years ago
Walter D.
co-director, Urban Missionaries of Our Lady of Hope
"coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce."
5 years ago
Lucas F.
Business & Relations Manager, SOOQR Search
"- Easy to import all contacts - Easy to add "tasks" to oppertunities"
5 years ago
Anndriene B.
Finance Manager, Urban Initiatives
"I really only needed assistance with streamlining email communication within my team so, I did not keep the software but I could see Insightly working for someone seeking a complete overhaul for similar tasks."
5 years ago
Kristy W.
Software Developer, Uber
"In short I would say all the features of this product are good enough to uphold my workflow in a very stunning way. With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business. Pricing plans of this specific product are of great use in order..." Read more
5 years ago
Angela B.
Content Developer, TransUnion
"In short I would say all these features are good enough to maintain my workflow in a very stunning way. For me the basic features that helps in growth of my sales is it's email services that allows me to send multiple emails at a time to multiple people in my contact list. Furthermore, the integration power of this application is quite unique that enables me..." Read more
5 years ago
Michael D.
Client Liaison, CommGap International Language Services
"Insightly is responsible for being my memory storage and helping me keep promises through constant reminders and simple organization."
5 years ago
Tobias d.
Commercial Manager, 23G
"The CRM tool does what's required, but the UX/UI isn't intuitive to me. It happens too often that I need to click too many buttons to get done what I wanted."
5 years ago
Mike M.
Realtor, United Real Estate Louisville
"I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads."
5 years ago
Judy R.
Manager, InformedDNA
"Customer success plan was a waste of money. When we reached out to our contact for assistance, he would just refer us to the regular help desk."
5 years ago
Lily W.
Personal Assistant, Dorothy Perfetti Living Trust
"I like how I can use this platform to find marketers who need product awareness bloggers to work for."
5 years ago
Dr. Angela K.
Founder, Conscious Quest Ventures
"It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place."
5 years ago
Shannon S.
CEO, Best Float Valve
"It helped us break our systems down into more manageable processes and stay on track. I love the ability to be able to sort large amounts of data into more manageable groups through tag words. I like that you can search through all your data by word and often get great results for things that aren't tagged!"
5 years ago
Verified Reviewer
"The search function is pretty limited. Also it does not scan for duplicates or similar leads that are duplicates. I work in sales and we are constantly qualifying leads, setting appointments, and then moving them along in the sales process. I like that it has a mobile app and it gets the job done."
5 years ago
Femi A.
Senior Manager, Lawrencia Consulting
"Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate."
5 years ago
"We use Insightly to manage all of our sales leads & process. Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly."
4 years ago