Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
Sujata B.
"It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,"
a year ago
Hemal B.
"Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more."
a year ago
Wil D.
"It was the first CRM I used and I had a good experience using it. I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software."
a year ago
Phil S.
"It has been fantastic. Not one single issue. Once the system is customized for you, it is really easy to use."
a year ago
Kati G.
"We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service."
a year ago
Jennifer W.
"Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs"
a year ago
Christina D.
"Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point."
a year ago
Divaldo C.
"I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications."
a year ago
Liliana Sofia A.
"Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish."
a year ago
Anil P.
"Our daily task scheduling, contact database management and tracking our sales have been simplified by Insightly so thank you to the makers of this software."
a year ago
Sai R.
"Our team's experience with Insightly has been stellar. Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses"
a year ago
Charity Mae C.
"It is easy to navigate. Easy to manage my task!"
2 years ago
Marek T.
"Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities p..." Read more
2 years ago
Yanne cedric N.
"allows me to effectively manage all customer interactions, prospecting and retention. With Insightly I also track business opportunities and sales leads."
2 years ago
Benjamin R.
"Insightly is an excellent CRM that can compete with the best because of its thoroughness. It's helped us organize and keep track of data on a wide range of customers, and we've been using that data in innovative ways to propel sales and marketing efforts. Insightly gives you instant access to detailed information on all of your customers and the people who m..." Read more
2 years ago
Travis Q.
"allows for efficient project and client management. I recommend Insightly to any professional who needs a comprehensive and easy-to-use management tool to improve productivity and efficiency in their work."
2 years ago
Verified Reviewer
"The task and project management works well (even though it could be improved upon)."
2 years ago
Roejan M.
"Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers."
2 years ago
Susan G.
"Feels like very hard work every time you use it.v. The search function, to a point.I like that we have a CRM system."
2 years ago
Jen A.
"I have enjoyed working with Insightly. The amount of information you are able to store"
2 years ago
Ralph G.
"Good. Insightly has been user friendly since, easy to navigate"
2 years ago
Tobias L.
"Good but a steep learning curve as a lot id not intuitive. I most liked Workflow management and activity lists"
2 years ago
Kevin L.
"Very positive and strongly recommend to other users. The self-served ability to customize our pipeline by service offering."
2 years ago
Larry K.
"It has been pretty good. I would just like for my calls to be tracked in activity. Tracking past activities and sales opportunities."
2 years ago
"As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us."
a year ago