Capterra 
G2 
804 reviews
4.4/5 average rating
Verified User in Manufacturing
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
5 months 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
a year 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
a year 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
a year 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
a year 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
a year 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
a year 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
a year 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
a year 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
a year 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
a year 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
a year ago
Alvaro P.
"work in progress. — What do you like best about Insightly CRM? Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours — What do you dislike about Insightly CRM? Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky..." Read more
a year ago
Erwin C.
"Basic Interface, Straightforward, Customizable, needs more refinement. — What do you like best about Insightly CRM? Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issue..." Read more
a year ago
Alexa R.
"From a beginner. — What do you like best about Insightly CRM? It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. — What do you dislike about Insightly CRM? It isn't initially intuitive to work..." Read more
a year ago
Elizabeth M.
"Not too complicated. — What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. — What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate e..." Read more
a year ago
Scott U.
"Just renewed our subscription for a second year. — What do you like best about Insightly CRM? The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform. — What do you dislike about Insightly CRM? Endless options, creating a bit of a..." Read more
a year ago
Stephen C.
"Insightly Increased My Effectiveness. — What do you like best? a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it i..." Read more
2 years ago
Kathy M.
"nice recordkeeping tool, but cumbersome to use. — What do you like best? sorts alphabetically by customer and tracks quotes/sales activity — What do you dislike? slow to enter data, but stores alot of information — What problems is the product solving and how is that benefiting you? organizing quote/sales activities better..." Read more
2 years ago
User in Renewables & Environment
"Great Filing System. — What do you like best? Being able to create pipelines accessible to all users. Finding all the relevant documents in one place. Being able to convert opportunities to projects is a bonus — What do you dislike? The organization and the contact should be not separate, when entering details of clients you have to..." Read more
2 years ago
User in Media Production
"Insightly is probably a good fit for larger companies but it wasn't what I needed. — What do you like best? Ease of sending emails with BCC unique email address that linked all emails to contacts. — What do you dislike? A simple thing like having all events and communications for a lead available in one feed. — What problems is t..." Read more
2 years ago
User in Furniture
"A few upgrades needed. — What do you like best? Tasks, Pipeline creations, and reports are the areas I think are built out well — What do you dislike? 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..." Read more
2 years ago
User in Real Estate
"Inslightly. — What do you like best? So far, Insighly is easy to upload information. — What do you dislike? It can be a bit confusing as to where certain customer lists are found. — What problems are you solving with the product? What benefits have you realized? Keeping my contacts/prospects in one place."
2 years ago
Shivam B
"Easy to use and inexpensive CRM. — What do you like best? InexpensiveA clean and user friendly interface which is easy to navigateReporting features are quite comprehensive Integration with G suite and other sales tools. — What do you dislike? It lacks proper technical support.It takes months for their team to get the bugs fixed and is..." Read more
2 years ago
". — 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
2 months ago