Capterra 
G2 
585 reviews
4/5 average rating
Sujata B.
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
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
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
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
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
Jovana B.
"I like the categories, sections, fields details options, user interface overall"
2 years ago
jeff b.
"My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either. it's a good, cost effective CRM option for small business."
2 years ago
Verified Reviewer
"Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Custom automations, 3rd party integration"
2 years ago
Verified Reviewer
"I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team."
2 years ago
Ravi B.
"Overall, Insightly is a reliable and efficient CRM solution that can be a great fit for small businesses looking for a customizable and versatile platform. However, businesses with more complex reporting needs or limited budgets may want to explore other options."
2 years ago
Scott J.
"I like it as I can see what we have going on. I like the ease of entering customer information/details such as contact info and type of customer."
2 years ago
Logan G.
"Ease of use for tracking opportunities with potential customers"
2 years ago
Kevin S.
"It was very easy to get set up initially and works to get started without a visualization of our internal data"
2 years ago
Harrison D.
"Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track. The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past."
2 years ago
Alex M.
"Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great."
2 years ago
Ashley E.
"It has task management but not the most intuitive"
2 years ago
alvaro p.
"ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction."
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
"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