Capterra 
G2 User in Accounting
User in Market Research
"As an Insightly user, I'm overall happy with it. — What do you like best? I like the project Kanban view best. It's a quick visual of all the projects we're working on, who's in charge, and the due date. I also really like the ability to search through all projects by different fields. It helps me find projects comparable to what I'm currently wor..." Read more
2 years ago
Helen B
"Automated my work life! — What do you like best? I was able to set everything up to automate repetitive tasks & have all my information in one place. — What do you dislike? Still some fields / elements I would like to be able to customise - like set default sorting of tasks within a project — What problems are you solving with th..." Read more
2 years ago
User in Insurance
"Insightly is my choice for CRM. — What do you like best? I love the Insightly app and the functionality it gives me on the go. — What do you dislike? The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. — Recommendations to others considering the product: If you're..." Read more
2 years ago
User in Design
"Great software for organization. — What do you like best? Insightly is a great way for our company to organize multiple projects all in one place for easy access. Insightly helps all groups of our company communicate in one place. — What do you dislike? I think some of the filters to view opportunities/ projects could be improved. Some..." Read more
2 years ago
User in Electrical/Electronic Manufacturing
"Great product at a reasonable cost. — What do you like best? Cloud based, so available across all devices (including mobile.) Some configurability with setting up important fields that we need. — What do you dislike? Importing of emails is not as easy as we would like. The system has trouble recognizing the email addresses and tying t..." Read more
2 years ago
Bryan G
"Extremely organized and efficient work space. — What do you like best? The way you can query data from reports while still in the user-friendly database is unmatched. — What do you dislike? You can only use eight filters on your customized reports. — What problems are you solving with the product? What benefits have you realized..." Read more
2 years ago
Glenn P
"Very easy system to us. — What do you like best? Keeping track of tasks and activities is seem less — What do you dislike? Pulling data for charts can be complocated — What problems are you solving with the product? What benefits have you realized? Keeping track of orders and tasks"
2 years ago
Floor A
"Very user friendly. — What do you like best? I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly. — What do you dislike? Lack of full integration into Gmail. I wish I could reply seamlessly from gmail and it would update on Insightly. — What problems are y..." Read more
2 years ago
Bryan C
"Using the system to organize contacts and projects. — What do you like best? The most helpful part of using Insightly is the layout. The layout allows current users to be comfortable with trying new features, read the data easily and train new employees in using the system. — What do you dislike? The dashboard needs to be updated and t..." Read more
2 years ago
MK H
"It allow all the employee to do follow up professionally ,. — What do you like best? easy to use, easy to add not and share it with co-worker — What do you dislike? I need to log in every time I need to use it; security is a high level — What problems are you solving with the product? What benefits have you realized? keep..." Read more
2 years ago
Anthony B
"CAN'T LIVE WITHOUT IT. — What do you like best? The most valuable component of Insightly is the tagging feature and the ease at which I can capture email from Gmail. The integration with Google products is seamless and has continually improved over the years as Gmail upgraded. I'm in the entertainment industry and having the ability to connect the..." Read more
2 years ago
Wade S
"Yea it's a great CRM for tracking people. We track teachers and admin members for our program. — What do you like best? The search feature is brilliant. It always presents the results for the option I'm looking for, even with just a few characters added to it. Very smart indeed! — What do you dislike? It just feels outdated in design...." Read more
2 years ago
Macy G
"Easy to Navigate and Explore. — What do you like best? I like how much information we can store in the database and then run reports to better understand what is happening with the program. — What do you dislike? Sometimes there are programs that can't be combined, but would make the system easier to use for one use. — Recommenda..." Read more
2 years ago
Omar D
"Awesome Customer Management. — What do you like best? Easy to use, lots of tools to utilize, and ability to share all contacts among companies. We use the customer contacts and the opportunities tools mostly. Definitely more manageable and better than any others on the market. — What do you dislike? Some employees have difficulty using..." 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
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
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
Karim S
"Very Handy and Easy To Use. — What do you like best? I liked having the ability to track my opportunities from start to finish while keeping the information clear and separate. — What do you dislike? It was not as easy as I thought to do the background changes relative to my field and country. We made it work but had a lot of help fro..." Read more
2 years ago
Cristina A
"Insightly works wonders! — What do you like best? I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS. — What do you dislike? What I do not like is that if I type in the complete name and hit enter, the name won't be entirely at the top...." Read more
2 years ago
User in Higher Education
"A great way to track your prospects and customers. — What do you like best? Insightly is highly customizable and easy to use. I love the integration with Outlook. — What do you dislike? There are a lot of features I don't need. — Recommendations to others considering the product: This is a wonderful tool. After years of u..." Read more
2 years ago
Administrator in Law Practice
"I have always had a great experience with InSightly. — What do you like best? I like the pipeline and how I am able to track cases and categorize where they are at each stage — What do you dislike? I haven't found anything that I truly dislike or would like changed with the program we use. — What problems are you solving with the..." Read more
2 years ago
Administrator in Electrical/Electronic Manufacturing
"Great and Flexible CRM. — What do you like best? The Insightly system provides all the services we want from a CRM without being overly rigid in structure and forcing us to confrom exactly to a predetermined mold. The customization and flexibility of the terminology it allows us to use and the reporting we can track means training others on the sy..." Read more
2 years ago
Amir K
"User friendly and nice features. — What do you like best? The flexibility of the program to customize the reports and control the opportunities and projects. Also, the user-friendly platform helps to make the training easier. — What do you dislike? You are not in control of your uploaded files. — What problems are you solving wit..." Read more
2 years ago
Bryan K
"Best Digital Database. — What do you like best? Easy input, especially during the pandemic when we've all been remote. The tags allow you to easily link people to one another and getting to group individuals by their corporation is fantastic. This definitely has helped while assisting 6 superiors who can look at Inisghtly for an easier reference w..." Read more
2 years ago
"Awesome CRM Couldn't ask for more. — What do you like best? Everything, but the task lists and projects are awesome. It makes it very easy to follow along with your day and what you have going on. It's also nice to run lists and automatically send emails to those lists of clients. This saves so much time — What do you dislike? The fact..." Read more
2 years ago