Capterra 
G2 
804 reviews
4.4/5 average rating
Verified User in Furniture
"permette di gestire i db con una estrema facilità, si presta anche allo scriprting . — What do you like best about Insightly CRM? There's quite a long waiting period to get in touch with customer support and that frankly needs to be better because security is such a major part of our business. Without quick responses, we often worry more than we s..." Read more
a year ago
"To be honest, nothing really. BS4 is pure magic. . — What do you like best about Insightly CRM? There are notorious difficulties if we try to work from mozzilla, the sending of campaigns is not sent correctly, however with chrome. Scheduling can be tricky. Assigning a resource to the Project is easy, but when viewing the Resource Planner, the res..." Read more
a year ago
Kevin S.
"Works well enough for our initial use cases but we've outgrown it. — What do you like best about Insightly CRM? I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better. — What do you dislike about Insightly CRM?..." Read more
a year ago
Clint B.
"Declining satisfaction for what was once my favorite CRM. — What do you like best about Insightly CRM? Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays we..." Read more
2 years ago
User in Construction
"I would wish that when imputting information it did not delete itself. — What do you like best? I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time. — What do you dislike? I cannot..." Read more
2 years ago
User in Construction
"I would wish that when imputting information it did not delete itself. — What do you like best? I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time. — What do you dislike? I cannot..." Read more
2 years ago
Administrator in Electrical/Electronic Manufacturing
"Very useful for the application we utilise it for. — What do you like best? The linking ability between organisations and tasks — What do you dislike? nothing it does manage to meet the requirements we use it for currently — What problems are you solving with the product? What benefits have you realized? Customer journeys"
3 years ago
User in Computer Software
"Great price and visually attractive as a CRM"
4 years ago
Administrator in Wholesale
"Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives."
5 years ago
Administrator in Architecture & Planning
"the simple interface that helps to on-board staff who are unfamiliar with databases or using any type of CRM."
5 years ago
User in Restaurants
"Database for sales, support, and success. Insightly houses a bunch of information for us and our sales team is able to easily access information from other departments."
5 years ago
User in Hospitality
"Customizability is great. Email templates are great. Navigation is easy."
5 years ago
Administrator in Marketing and Advertising
"There are many features that work well with Insightly. It's definitely a nice interface, and it has some good standard fields. I like that it's integrated with PandaDoc."
5 years ago
Industry Analyst / Tech Writer in Marketing and Advertising
"It packs a lot of information into the CRM with the ability to maintain contacts, invite others and manage projects."
5 years ago
User in Financial Services
"All of my contacts are tracked in insightly."
5 years ago
jamie b
"I really enjoy that it is easy to use and to understand and teach to other employeea using this same software. All around great software and I really enjoy it"
5 years ago
ethan s
"It is a very practical tool because its functions allow you to facilitate the assignment of tasks to the work group to improve the performance of the work group, besides that the training to manage this tool seemed great because the videos are very easy to understand"
5 years ago
Garrett Colby S
"I really like Insightly's beautiful user interface. It's easy to navigate and doesn't have as much of a learning curve as some of the more robust CRMs."
5 years ago
Allyson L
"I believe Insightly does do everything we need it to. It seems to be a very robust CRM/Task Management platform."
5 years ago
Administrator in Hospital & Health Care
"If subscriber to Professional Plan, there are lots of customization options. Especially find workflow automation feature useful. The reports are also very customizable, which is helpful for different types of users of the data within the CRM."
5 years ago
User in Aviation & Aerospace
"Custom fields - This was a key consideration for using Insightly. We have different types of contacts that we wanted to manage, and various sub-categories within each of those contact categories. Custom fields were available with the free version of Insightly, which was ultimately what lead us to make the decision to go with their platform."
5 years ago
Administrator in Veterinary
"Easy login. Easy interface. The tagging system is extremely helpful as well."
5 years ago
Melissa W
"It works well for our brokers. They can keep track of their projects and financials."
5 years ago
User in Real Estate
"I like the ability to set tasks for follow up. It also had some nice integrations with my email and Linkedin which was very useful when talking to high level prospects."
5 years ago
". — What do you like best about Insightly CRM?Tasks and contact emailing need to be improved — What do you dislike about Insightly CRM?Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. — Recommendations to others..." Read more
3 months ago