Capterra 
G2 
585 reviews
4/5 average rating
Nathalie H.
Colleen R.
"Its a very basic CRM to keep track of information"
2 years ago
Matthew S.
Head of Client Engagement & Services, Sullivan & Stanley
"It is relatively intuitive easy to customise, easy to align to specific business needs."
2 years ago
Verified Reviewer
"The software had broad functionality, so it was able to capture lots of information."
2 years ago
Andrew E.
Managing Director, Arishi
"It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional se..." Read more
2 years ago
Rabab K.
Digital Marketing Manager (Fintech and Financial Services), Faisal Khan & Company
"Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs."
3 years ago
Verified Reviewer
"It was a good starter CRM for the company but we outgrew the offerings in about 2 years. The most attractive thing about Insightly when I was using it was the price. The 1st level paid service was worth the money."
3 years ago
Zach C.
CTO, Propertyshelf, Inc.
"From our experience within our company, it is a sufficient CRM, but in all honesty, after switching to Hubspot CRM, I realized that Insightly was missing a lot of other useful features."
4 years ago
Verified Reviewer
"Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations. Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product. Definitely worth considering for..." Read more
4 years ago
Carlos R.
Client services director, Baud
"Good for introducing into a crm. Easy and low price. For it's cost its good, but there are better options on the market"
4 years ago
Samantha L.
Office Manager, ANREV
"It seems to have many features, and many things are possbile. I also see a lot of third-party integrations possible."
4 years ago
Morgan J.
Business Development Executive, MAZ Systems
"It's generally fine if you're looking specifically for business info, ie sales progress, total leads generated, etc. as a CRM it is definitely not the best"
4 years ago
Ryan M.
Account Director, Compass Creative
"Overall, Insightly is pretty good. As with all software, you'll get what you put into it. So, if some more integrations with other software were possible, that would help greatly."
5 years ago
rachel n.
Communications Project Manager, Christ Community Church
"It was what the company had always used, so we had figured out how to make it work for what we needed."
5 years ago
Lucas F.
Business & Relations Manager, SOOQR Search
"- Easy to import all contacts - Easy to add "tasks" to oppertunities"
5 years ago
Anndriene B.
Finance Manager, Urban Initiatives
"I really only needed assistance with streamlining email communication within my team so, I did not keep the software but I could see Insightly working for someone seeking a complete overhaul for similar tasks."
5 years ago
Tobias d.
Commercial Manager, 23G
"The CRM tool does what's required, but the UX/UI isn't intuitive to me. It happens too often that I need to click too many buttons to get done what I wanted."
5 years ago
Judy R.
Manager, InformedDNA
"Customer success plan was a waste of money. When we reached out to our contact for assistance, he would just refer us to the regular help desk."
5 years ago
Melissa P.
Digital Productivity Coach, Productive Power
"My goal with a CRM is to compile information into one place and save time. I feel like I spent more time working around the issues with Insightly than I saved. We ended up switching to ONTRAPORT after giving up on this software."
5 years ago
Bryan R.
tech director, ESSDACK
"It is simple to use. The email integration is convenient."
6 years ago
Verified Reviewer
"It was good for a time but we outgrew it's offerings and the competition had a better product for the money when we switched."
6 years ago
Verified Reviewer
"I liked that it is easy to use. Able to run some reports and has good search functions."
6 years ago
Zak M.
Owner, Sweet Capacity LLC
"General features of CRM are included, really like that there is a 2-person free option for a small operation like mine."
6 years ago
Ben M.
"null"
6 years ago
Ann M.
Project Manager, Boeing
"null"
6 years ago
"Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience."
2 years ago