Capterra 
G2 
Rodrigo K.
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
Sam P.
"Limited support, lacking features, overpriced. — What do you like best? For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great. — What do you dislike? We've been..." Read more
2 years ago
Verified Reviewer
"Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform."
2 years ago
User in Media Production
"Insightly is probably a good fit for larger companies but it wasn't what I needed. — What do you like best? Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike? A simple thing like having all events and communications for a lead available in one feed. — What problems is t..." 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
2 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"
2 years ago
User in Construction
"I would wish that when imputting information it did not delete itself. — What do you like best? I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time. — What do you dislike? I cannot..." Read more
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 years ago
"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