Capterra 
G2 
870 reviews
4.4/5 average rating
Javier G.
Alex M.
". — What do you like best about Insightly CRM?I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. — What do you dislike about Insightly CRM?There is occasionally lag when navigating the website and/or when updating existing..." Read more
9 months ago
Alexander G.
". — What do you like best about Insightly CRM?How easy it is to track all of my projects and update tasks and notes while working on them. It is very easy to link emails to Insightly so everything can be tracked in the project. — What do you dislike about Insightly CRM?When searching for a project name, sometimes you will click on th..." Read more
a year ago
Kathy T.
". — What do you like best about Insightly CRM?The videos for self help are extremely helpful, additionally the ability to have a support contact or the management success team as well. — What do you dislike about Insightly CRM?The downside to Insightly is having set up different Marketing tools, however the support team steps in to h..." Read more
a year ago
Verified User in Financial Services
". — What do you like best about Insightly CRM?The ease in navigating the dashboard, and it has a lot of features that assist with my day-to-day operations. — What do you dislike about Insightly CRM?The CRM seems to time out very frequently. It is not easy to go back and have to enter the project name again. — What proble..." Read more
a year ago
Nathalie H.
". — What do you like best about Insightly CRM?It's easy to understand and work with. There are multiple fuctions and customizations for the user's need. I also like the dashboards and views to organize tasks and track activity. The reports are also very helpful. — What do you dislike about Insightly CRM?The task view can be improved...." Read more
a year ago
Verified User in Alternative Dispute Resolution
". — What do you like best about Insightly CRM?Dashboard cards are most helpful as a case manager. The reporting tool is also user friendly and easy to learn. — What do you dislike about Insightly CRM?Certain fields that get added such as (Closed/Referred to CMC) don't reflect on the pipeline the same way (Closed/No contaact) would fo..." Read more
a year ago
Cornell A.
". — What do you like best about Insightly CRM?That the data I need can be found easy and reduces the time needed for other work. — What do you dislike about Insightly CRM?Some times I have to add fields in order to get the information that I need — What problems is Insightly CRM solving and how is that benefiting you?cal..." Read more
a year ago
Caroline l.
". — What do you like best about Insightly CRM?Ease of use, and number of features Accessibilty to company information from one source — What do you dislike about Insightly CRM?I cannot export data to Excel or in CSV format — What problems is Insightly CRM solving and how is that benefiting you?Central source of company i..." Read more
a year ago
Bismark D.
". — What do you like best about Insightly CRM?Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily. — What do you dislike about Insightly CRM?I find the price to be..." Read more
a year ago
Challyn R.
". — What do you like best about Insightly CRM?Dashboards, email/sms notis, search functionality — What do you dislike about Insightly CRM?Only allows you to have 8 filters in reports-we need more! — What problems is Insightly CRM solving and how is that benefiting you?tracking over 14,000 customer projects"
a year ago
Marc O.
". — What do you like best about Insightly CRM?Integration Capabilities Insightly offers a wide range of third-party integrations with popular tools like QuickBooks, Slack, Mailchimp, and Microsoft Teams, making it easier for businesses to sync data across multiple platforms. Additionally, its API allows for custom integrations, which is ideal for..." Read more
a year ago
Camil V.
". — What do you like best about Insightly CRM?Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress. — What do you dislike about Insightly CRM?Currently, the same filters and fields..." Read more
a year ago
Javier G.
". — What do you like best about Insightly CRM?It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble. — What do you dislike about Insightly CRM?Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it..." Read more
a year ago
Alex M.
". — What do you like best about Insightly CRM?I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. — What do you dislike about Insightly CRM?There is occasionally lag when navigating the website and/or when updating existing..." Read more
a year ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
a year ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
a year ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
a year ago
Dawn B.
". — What do you like best about Insightly CRM?I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. — What do you dislike about Insightly CRM?Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. ..." Read more
a year ago
Robert N.
". — What do you like best about Insightly CRM?Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many differen..." Read more
a year ago
Courtney H.
". — What do you like best about Insightly CRM?As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's i..." Read more
a year ago
Robert N.
". — What do you like best about Insightly CRM?Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many differen..." Read more
a year ago
Courtney H.
". — What do you like best about Insightly CRM?As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's i..." Read more
a year ago
Courtney H.
". — What do you like best about Insightly CRM?As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's i..." Read more
a year ago
Kathy M.
". — What do you like best about Insightly CRM?The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistanc..." Read more
2 years ago
". — What do you like best about Insightly CRM?It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble. — What do you dislike about Insightly CRM?Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it..." Read more
9 months ago