Capterra 
G2 Erwin C.
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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 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
2 years ago
Marco B.
"We use it as a small team. The dashboard and analytics are great and provide a lot of insights."
2 years ago
Bernardo A.
"Overall, Insightly has been a great choice for our CRM needs. Its intuitive platform and easy-to-use features make it a great tool for customer relationship management."
2 years ago
Priyansh K.
"Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system."
2 years ago
Enni N.
"My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job."
2 years ago
Verified Reviewer
"I recently started using Insightly to streamline my business and it has been a game-changer. It's so easy to use, with all the features I need in one place. The customer service is top notch and they are always willing to help me out when I need it. I'm so glad that I found Insightly, it has made my life so much easier!"
2 years ago
Hardik M.
Team Leader, Tatvam
"I've been using it for over a year now and it has helped me manage my team's leads, organize events, and keep in touch with my prospects. The ease of use is fantastic, the customer service is amazing, and it's a great tool for any size organization. I would highly recommend this to anyone looking for a new CRM!"
2 years ago
Shivansh B.
Founder & CEO, SB Digital
"What I really like about the tool is that how simple it is to create customized reports. I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have everything I need in under a single dashboard. That's very useful."
2 years ago
victoria c.
assistant, St George´s
"now we are more organized, we answer our consultations faster because of having everything in the same place!. the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place"
2 years ago
Juana S.
admissions officer, St George´s
"now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead"
2 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
2 years ago
Nicholas M.
Utilities Supervisor, Bright Planet Solar
"Pretty good. I like the reports. They function well and help us track projects."
2 years ago
Amanda T.
"Used it daily to manage customers and projects. Didn't have enough features so we switched to hubspot. It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects."
2 years ago
"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
2 years ago