Capterra 
G2 
FAHEEMUDDIN M
Faheem Quadri Razvi
"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
Austin S
"Great CRM software for small company use. — What do you like best? Very easy to use interface and I like that you can export data to excel — What do you dislike? I wish there was a way to have opportunities automatically sorted when I login in. — Recommendations to others considering the product: Allow a way for user to pre..." Read more
2 years ago
User in Law Practice
"Insightly is great! — What do you like best? I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download custom..." Read more
2 years ago
Ebony G
"Wonderful program! — What do you like best? It makes pulling info into a CRM easy and seamless. All details including photos are ported and it is truly a time saver! — What do you dislike? That leads photos cannot be imported. Also the industry does not convert — Recommendations to others considering the product: Just do it..." Read more
2 years ago
luis o
"it is very simple to use and help a lot for the deals and oportunitys. — What do you like best? its simple to use, very good desing. i recomend a lot — What do you dislike? at the bigining its dificult to find the commands but with the use, you can explore and organize very well and easy. — Recommendations to others considering t..." Read more
2 years ago
User in Design
"Awesome! — What do you like best? Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it — What do you dislike? Nothing as such. We are super happy using Insightly for our small business. I would highly recommend it to sma..." Read more
2 years ago
Consultant in Fine Art
"A great way to keep all your needs organized. — What do you like best? I love keeping all of my client's information super organized and accessible. — What do you dislike? I can't think of anything at the moment. Maybe I will have a suggestion in the future. — What problems are you solving with the product? What benefits have yo..." Read more
2 years ago
Nolan N
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best? 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? It does not allow you to track your interacti..." Read more
2 years ago
Nolan N.
"Great Sales Tool To Keep Track Of Sales And Clients and Followups. — What do you like best? 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? It does not allow you to track your interacti..." Read more
2 years ago
Bryan H
"Great Light System - packed with features. — What do you like best? Much "lighter" than competitors but still packed with features — What do you dislike? Newer system so employees have to spend time learning an training on it — Recommendations to others considering the product: Look at the total cost of a fully implemented..." Read more
2 years ago
Henry P
"Great platform!! — What do you like best? I love the ease of use within the platform. Everything you need is at your fingers and effortless to find! — What do you dislike? There isn't much I dislike. I would prefer for address to be easy to copy and paste. — What problems are you solving with the product? What benefits have you..." Read more
2 years ago
User in Furniture
"A few upgrades needed. — What do you like best? Tasks, Pipeline creations, and reports are the areas I think are built out well — What do you dislike? Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. — Recommendations to..." Read more
2 years ago
Amy P
"High powered CRM with project and task management. — What do you like best? I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure var..." Read more
2 years ago
Karen G
"Using for Real Estate. — What do you like best? I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in p..." Read more
2 years ago
Deepak J
"Very Useful for Sales. — What do you like best? I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting. — What do you dislike? I have to login again even when I keep Insightly open on one of my browser tabs. ..." Read more
2 years ago
Roger S
"Insightly CRM. — What do you like best? Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great. — What do you dislike? Reports are a little difficult but not too bad. — What problems are you solving with the product? What benefits have you..." Read more
2 years ago
Fabricio R
"Absolutely Perfect. — What do you like best? I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing. — What do you dislike? It could have a better card interface for the opportunities and leads — What problems are you solving w..." Read more
2 years ago
Atif M
"Solid! Been using Insightly for 3 years. — What do you like best? The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n — What do you dislike? Inability to do mass texting campaigns. Would like to be..." Read more
2 years ago
Dean W
"Good small & medium size business system. — What do you like best? A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us — What do you dislike? Having to go back to the beginning every time you search for som..." Read more
2 years ago
Stian L
"A user friendly and effective CRM system. — What do you like best? The graphical user interface, the dashboards and report are really useful. So is the filter list views and the relation between objects. The GUI is customisable, which is truly useful as well :-) — What do you dislike? There is one major drawback of the system, and that..." Read more
2 years ago
Brittiny P
"Awesome Customer Management Tool. — What do you like best? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. — What do you dislike? The search feature in I..." Read more
2 years ago
Amy P.
"High powered CRM with project and task management. — What do you like best? I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure var..." Read more
2 years ago
Karen G.
"Using for Real Estate. — What do you like best? I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in p..." Read more
2 years ago
Brittiny P.
"Awesome Customer Management Tool. — What do you like best? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. — What do you dislike? The search feature in I..." Read more
2 years ago
"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