Capterra 
G2 
585 reviews
4/5 average rating
Verified Reviewer
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
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
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
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
Jen A.
"I have enjoyed working with Insightly. The amount of information you are able to store"
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
Jonathan S.
"Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion. I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced."
2 years ago
Mónica D.
"Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos"
2 years ago
Verified Reviewer
"It's great. It does just what we need with a little modification to our methods"
2 years ago
Karis F.
"It does what it needs to do! The reports are also very visually appealing, and it's easy to set up email journeys on our marketing CRM side as well."
2 years ago
Adam W.
"I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to"
2 years ago
Jason K.
"Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages."
2 years ago
John R.
"I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!"
2 years ago
Natalie G.
"We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well."
2 years ago
Paige B.
"Insightly worked overall for what we needed it to. Our most used were: pulling data, customer history, automated customer communication, and order management."
2 years ago
Sabrina H.
"good. It is user friendly. We depend on this software. All of our data is Insightly. I like that this software connects to our google drive!"
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