Susan G.
Anupam T.
"Overall experience is not good as compared to Netsuite by Oracle or Salesforce. The software looks good, and easy to use."
2 years ago
Administrator in Accounting
"Insightly Review. — What do you like best? Visually, it looks great and less cumbersome than other CRMs. — What do you dislike? It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software. — Recommendations to others..." Read more
3 years ago
Verified Reviewer
"NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with."
4 years ago
Robert D.
Co-founder, Farmers First Coffee Company
"Overall, we ended up ditching Insightly. I'm glad we did. Initially, I liked their front-end sales pitch and pricing. That, unfortunately, was pretty much the best of it."
5 years ago
Meredith C
"There is a lot of flexibility with Insightly for integrating other products."
5 years ago
Administrator in Law Practice
"Easy to read information about contacts"
5 years ago
User in Hospital & Health Care
"The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline"
5 years ago
Nathan B.
"null"
6 years ago
Jeff P.
"null"
6 years ago
User in Architecture & Planning
"Insightly is affordable for my company, a small team of 10."
6 years ago
Antonio B.
Auxiliar administrativo, Carreras Grupo Logístico
"null"
6 years ago
Brad N
"the dash board was pretty. offered nice insight into wins"
6 years ago
Nick E.
Director of Operations , Envest Microfinance
"For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you."
6 years ago
Christophe C.
CEO, CX Group
"This is a very normal CRM system. The UX is acceptable as it is. However, see below if you are using multiple currency"
6 years ago
Jim G.
President , Aqua Quest, Inc
"I'm looking to switch of Insightly. Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don't work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobil..." Read more
7 years ago
Evan C.
Sales, Conservatory Craftsmen
"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"
7 years ago
Executive Sponsor in Aviation & Aerospace
"Having the application web based makes it very flexible."
7 years ago
Deena S
"Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!"
7 years ago
User in Automotive
"I like the channel that displays all the activity"
7 years ago
Miguel P.
CEO, GMD
"This software fills a lot of information about your leads in an automatically way. The best thing in this software is a feature that fills automatically some information about your leads. Starting with the email the software uses the social medias like linkedin to fill the company, the position in the company, the phone number, the photo, etc."
7 years ago
User in Real Estate
"Easy to change features and mold into different style of organizing"
7 years ago
Amelia B.
President, Exposure Skate
"It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM."
7 years ago
User in Real Estate
"I liked the reports feature. Although there are some issues, it worked relatively well."
7 years ago
User in Staffing and Recruiting
"leads are all in one place and grouped by category"
7 years ago
"Feels like very hard work every time you use it.v. The search function, to a point.I like that we have a CRM system."
2 years ago
Capterra review