Capterra 
G2 
861 reviews
4.4/5 average rating
Jai J.
Verified User in Technology and ServicesInformation
". — What do you like best about Insightly CRM?The CRM system allows us to manage our prospects quickly and efficiently and track engagement — What do you dislike about Insightly CRM?The on boarding process can be a bit much for new users — What problems is Insightly CRM solving and how is that benefiting you?Insightly al..." Read more
2 months ago
Andrew V.
". — What do you like best about Insightly CRM?Insightly is easy to use and highly customisable. We've created a number of custom objects and custom fields within those to manage everything from donations to shop orders to event registrations. Integrations with Facebook, Shopify and our CMS were easy to set up and manage. Customer service and tech..." Read more
2 months ago
Jen A.
". — What do you like best about Insightly CRM?As our organization grows and changes we need to shift how we use our CRM. We love being able to add custom fields. The integrations are many. Collection of contact info from Outlook saves a lot of manual data entry. Exporting and importing data for use in other platforms, and/or reporting to pare dow..." Read more
2 months ago
Verified User in Machinery
". — What do you like best about Insightly CRM?Accessibilty to company information from one source — What do you dislike about Insightly CRM?I cannot print reports or export data to Excel or in CSV format — What problems is Insightly CRM solving and how is that benefiting you?Central source of company information"
4 months ago
John R.
". — What do you like best about Insightly CRM?Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. — What do you dislike about Insightly CRM?Minor bugs, and constant refreshing while working on notes or updates caused me to lose th..." Read more
5 months ago
Verified User in Hospital & Health Care
". — What do you like best about Insightly CRM?The reports and dashboards, great for data. — What do you dislike about Insightly CRM?Sometimes, the verbiage can be a hurdle for new CRM users — What problems is Insightly CRM solving and how is that benefiting you?Before, we were having a hard time tracking data for our cus..." Read more
5 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. — What do you dislike about Insightly CRM?It could be becase we have done a lot of configuring, but..." Read more
6 months ago
Verified User in Non-Profit Organization Management
". — What do you like best about Insightly CRM?We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. — What do you dislike about Insightly CRM?It could be becase we have done a lot of configuring, but..." Read more
6 months ago
Verified User in Manufacturing
". — What do you like best about Insightly CRM?It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. — What do you dislike about Insightly CRM?It required a good amount of time to un..." Read more
9 months ago
Verified User in Manufacturing
". — What do you like best about Insightly CRM?It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. — What do you dislike about Insightly CRM?It required a good amount of time to un..." Read more
9 months ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
a year ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
a year ago
Verified User in Media Production
". — What do you like best about Insightly CRM?Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike about Insightly CRM?A simple thing like having all events and communications for a lead available in one feed. — What problems is Insightly CRM solving and how is th..." Read more
a year ago
"I have utilized a few kinds of procedure robotization devices for as far back as 2 years. From each one of those apparatuses UiPath is the best easy to use mechanization device where the engineers can in all respects rapidly get and comprehend the usage methods. . — What do you like best about Insightly CRM? Sometimes I have to wait longer than us..." Read more
2 years ago
"Very high quality video call but require high internet connection. . — What do you like best about Insightly CRM? This a very great tool that I always rely on.very friendly, helpful and reliable in such a way that I can't imagine without it.The customer support are wahoo.The best team have ever met.They get out of their way to make sure we are sat..." Read more
2 years ago
"There is nothing that one can dislike for a great startup like Skymind.ai. It is one of the best platform to build an application using data science concept. . — What do you like best about Insightly CRM? Keeps on making unnecessary notifications. I like its use for contract management and how it satisfies all our questions and needs. Slack sho..." Read more
2 years ago
"Sometimes it crashes and stops working when opening some PDF documents. Some PDF Documents are unable to open and when we try multiple times then application cursed and its stop working. . — What do you like best about Insightly CRM? It a great tool that I have nothing to dislike. Offers quality drawings for sewer systems in different construc..." Read more
2 years ago
"Having different instances of the same project makes it easier for the dev team to fix multiple bugs separately. If same team or member is working on different projects, different channels with different projects allow ease for comparision. . — What do you like best about Insightly CRM? I have noticed that by integrating many extensions this edito..." Read more
2 years ago
"I like that Summernote ease my daily tasks whwn it comes to web design and content management.Summernote has a clean UI and UX. Ease of use. HTML5 text editing. . — What do you like best about Insightly CRM? This software in application is an added cost to the organisation and not effective for infant hotel and resorts — What do you dislike..." Read more
2 years ago
"I like best the free gift cards and how easy it is to take u to websites . — What do you like best about Insightly CRM? Scoro has enabled us to at long last bring together all parts of activities on to one stage. It's a consistent reconciliation from starting customer contact to definite receipt. The UX/interface is common and natural and renditio..." Read more
2 years ago
"There's is no reward of converting the points into mobile money. The application requires internet so as to open on any device thus it's not possible to use incase there's no connectivity. . — What do you like best about Insightly CRM? Es un servidor muy sencillo ya que los sistemas de gestion de hosting ofrecen instalacion automatica, es muy fac..." Read more
2 years ago
Candice R.
"Insightly is a helpful tool supporting success in the workplace. — What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capabi..." Read more
2 years ago
Diamond P.
"Insightly Works Well for Small Businesses. — What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in..." Read more
2 years ago
Verified User in Non-Profit Organization Management
"Good tool to get your organization on track through a CRM. — What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a coup..." Read more
2 years ago
". — What do you like best about Insightly CRM?I love the ease with which a developer can work with Insightly tool and it really helps me in configuring my reports whcih I need to generate. It also allwed me to integrate Insightly with external sysytem using its AppConnect feature — What do you dislike about Insightly CRM?The document..." Read more
2 months ago