Capterra 
G2 
"You can not modify master documents.-You can not organize documents in folders or you can customize them.-It has no spell checker . — What do you like best about Insightly CRM? I have used Verizon Media DSP and it's easy to use and very effective. The tool makes advertising seamless. ottimo software per la connessione per lo scambio di files da r..." Read more
2 years ago
"To be honest, nothing really. BS4 is pure magic. . — What do you like best about Insightly CRM? There are notorious difficulties if we try to work from mozzilla, the sending of campaigns is not sent correctly, however with chrome. Scheduling can be tricky. Assigning a resource to the Project is easy, but when viewing the Resource Planner, the res..." Read more
2 years ago
"There's is no reward of converting the points into mobile money. The application requires internet so as to open on any device thus it's not possible to use incase there's no connectivity. . — What do you like best about Insightly CRM? Es un servidor muy sencillo ya que los sistemas de gestion de hosting ofrecen instalacion automatica, es muy fac..." Read more
2 years ago
Paige B.
"Insightly worked overall for what we needed it to. Our most used were: pulling data, customer history, automated customer communication, and order management."
2 years ago
Sabrina H.
"good. It is user friendly. We depend on this software. All of our data is Insightly. I like that this software connects to our google drive!"
2 years ago
Anurag T.
"The overall experience is amazing as it is very users friendly and easy to handle. It's very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature"
2 years ago
Rahul J.
"Affordable: Insightly is a cost-effective CRM platform, making it a great choice for small businesses or startups with limited budgets.Easy to Use: Insightly is user-friendly, with an intuitive interface that allows users to quickly navigate the platform and manage their data. The drag-and-drop dashboard makes it easy to customize the platform to fit users'..." Read more
2 years ago
Alexis A.
"I'm very satisfied on using the software. I'll definitely recommend this to other company. It's very accessible and easy to use. No need to do so much things just to use the software. And I couldn't imagine that we can make our jobs easier by using this software. I am very much grateful."
2 years ago
Erin P.
"Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes."
2 years ago
Kevin S.
"It was very easy to get set up initially and works to get started without a visualization of our internal data"
2 years ago
Nathalie H.
"Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience."
2 years ago
Amber L.
"The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!"
2 years ago
Harrison D.
"Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track. The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past."
2 years ago
Alex M.
"Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great."
2 years ago
Ashley E.
"It has task management but not the most intuitive"
2 years ago
Rosalina M.
"Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elem..." Read more
2 years ago
Erica F.
"The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company."
2 years ago
Tricia S.
"Easy to Use & Intuitive CRM. — What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fas..." Read more
2 years ago
Robert C.
"Transparency. — What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. — What..." Read more
2 years ago
Mary Beth S.
"CRM that's perfect for small business. — What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge differe..." Read more
2 years ago
Candice R.
"Insightly is a helpful tool supporting success in the workplace. — What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capabi..." Read more
2 years ago
Diamond P.
"Insightly Works Well for Small Businesses. — What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in..." Read more
2 years ago
Verified User in Non-Profit Organization Management
"Good tool to get your organization on track through a CRM. — What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a coup..." Read more
2 years ago
Joanna F.
"Sophisticated CRM without needing sophisticated Coding! — What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of thei..." Read more
2 years ago
"The limit of storage space in the free version. . — What do you like best about Insightly CRM? For now nothing because it serves me well. Something that could improve is the notifications and update of profile data to make it somewhat faster. — What do you dislike about Insightly CRM? I'm using this server from a long time. Apache is..." Read more
2 years ago