Capterra 
G2 
870 reviews
4.4/5 average rating
Alvaro P.
Nicole D.
"Easy to Navigate. — What do you like best about Insightly CRM? That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. — What do you dislike about Insightly CRM? The least helpful thing I have noticed or found was that t..." Read more
3 years ago
Erwin C.
"Basic Interface, Straightforward, Customizable, needs more refinement. — What do you like best about Insightly CRM? Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issue..." Read more
3 years ago
Alexa R.
"From a beginner. — What do you like best about Insightly CRM? It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. — What do you dislike about Insightly CRM? It isn't initially intuitive to work..." Read more
3 years ago
Alma D.
"Permit Coordinator. — What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. — What do you dislike about Insightly CRM? In order to go back to a report you have to..." Read more
3 years ago
Justin B.
"Insightly is a great app. — What do you like best about Insightly CRM? Keeps my schedules in order. Easy interface to edit and update. The tech support is great. Ever since using the app, I have had a good experience an no issues.. — What do you dislike about Insightly CRM? I do not dislike the app. It's helpful, and plenty of options..." Read more
3 years ago
Jordan F.
"Customizable CRM with Excellent Customer Support. — What do you like best about Insightly CRM? Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do..." Read more
3 years ago
Dawn R.
"Amazing support, easy to use and so much still to explore. — What do you like best about Insightly CRM? It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their prod..." Read more
3 years ago
Elizabeth M.
"Not too complicated. — What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. — What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate e..." Read more
3 years ago
Esperanca L.
"Insightly - Making thousands of solar contracts flow easier. — What do you like best about Insightly CRM? One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. — What do yo..." Read more
3 years ago
Ray V.
"Wokring in insightly has been a great help management our 150k customer data base! — What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! — What do..." Read more
3 years ago
Kevin S.
"Works well enough for our initial use cases but we've outgrown it. — What do you like best about Insightly CRM? I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better. — What do you dislike about Insightly CRM?..." Read more
3 years ago
Isaiah K.
"Straightforward and intuitive CRM. — What do you like best about Insightly CRM? The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. — What do you dislike about Insightly CRM? There are so many potential fields to use, that it's..." Read more
3 years ago
Claire .
"Insightly is a great way to organize our business! — What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. — What do you dislike about Insightly CRM? There isn't mu..." Read more
3 years ago
Scott U.
"Just renewed our subscription for a second year. — What do you like best about Insightly CRM? The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform. — What do you dislike about Insightly CRM? Endless options, creating a bit of a..." Read more
3 years ago
Clint B.
"Declining satisfaction for what was once my favorite CRM. — What do you like best about Insightly CRM? Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays we..." Read more
3 years ago
Javad S.
"The CRM that is user friendly and powerful tool. — What do you like best about Insightly CRM? I am using this tool mainly for email feature and bulk editing. The best thing is that you can send email by just one click and history gets saved. Also the bulk editing while using of a big data is very much effective. — What do you dislike about I..." Read more
3 years ago
Leung Jun C.
"Insightly is a great CRM tool. — What do you like best about Insightly CRM? I like Insightly because it allows me to save activity sets for recurring groups of tasks that are required for various types of projects. It works well as a central repository for customer data that all internal teams can access. I personally didn't use many of the other..." Read more
3 years ago
Jessi N.
"Director of Marketing and Business Development. — What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. — What do you dislike about Insightly CRM? There are some fields that come preset whic..." Read more
3 years ago
Nolan N.
"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
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
Stephen C.
"Insightly Increased My Effectiveness. — What do you like best? a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it i..." 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
"work in progress. — What do you like best about Insightly CRM? Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours — What do you dislike about Insightly CRM? Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky..." Read more
3 years ago