Capterra 
G2 
585 reviews
4/5 average rating
Susan G.
Anupam T.
"Overall experience is not good as compared to Netsuite by Oracle or Salesforce. The software looks good, and easy to use."
2 years ago
Verified Reviewer
"NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with."
4 years ago
Robert D.
Co-founder, Farmers First Coffee Company
"Overall, we ended up ditching Insightly. I'm glad we did. Initially, I liked their front-end sales pitch and pricing. That, unfortunately, was pretty much the best of it."
5 years ago
Nathan B.
"null"
6 years ago
Jeff P.
"null"
6 years ago
Antonio B.
Auxiliar administrativo, Carreras Grupo Logístico
"null"
6 years ago
Nick E.
Director of Operations , Envest Microfinance
"For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you."
6 years ago
Christophe C.
CEO, CX Group
"This is a very normal CRM system. The UX is acceptable as it is. However, see below if you are using multiple currency"
6 years ago
Jim G.
President , Aqua Quest, Inc
"I'm looking to switch of Insightly. Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don't work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobil..." Read more
6 years ago
Evan C.
Sales, Conservatory Craftsmen
"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"
7 years ago
Miguel P.
CEO, GMD
"This software fills a lot of information about your leads in an automatically way. The best thing in this software is a feature that fills automatically some information about your leads. Starting with the email the software uses the social medias like linkedin to fill the company, the position in the company, the phone number, the photo, etc."
7 years ago
Amelia B.
President, Exposure Skate
"It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM."
7 years ago
Rion H.
CoFounder, 1205marketing.com
"I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also..." Read more
7 years ago
Ross E.
Managing Director, ISI Consultants
"I would recommend finding a product that is more robust and has proper support. The investment of time in setting up any CRM system for your business means that you need to choose the right one from the start and with all of its technical glitches and lack of support, this is one the one i would recommend to anyone."
7 years ago
Patti T.
Sales Rep, garmentprinter.com
"Seems to be geared toward "groups, projects, events". I am a salesperson, not a member of a project. I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes a..." Read more
8 years ago
Greg C.
Director of Sales, GAM Industries
"Easy to use interface, little learning curve, some nice features"
8 years ago
Clayton J.
"Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. W..." Read more
8 years ago
David R.
Owner, Encore Sounds LLC
"CRM and project management rolled into one is great!"
8 years ago
Dan C.
Owner, Cooper Close Consultants
"Some nice features for CRM good integration with calendars"
9 years ago
Alex A.
"Insightly would be GREAT if they could change the following things: 1) Contacts / LEads need to be easily assigned and sorted by an OWNER. They are missing the idea that someone OWNs a lead. When you invest $50 to create a lead, you don't send that to EVERYONE in the organization by default and hope for the best. 2) No autoresponder email fun..." Read more
11 years ago
"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