Capterra 
G2
"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
Nathalie H.
"Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience."
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
a year ago
Colleen R.
"Its a very basic CRM to keep track of information"
2 years ago
Matthew S.
Head of Client Engagement & Services, Sullivan & Stanley
"It is relatively intuitive easy to customise, easy to align to specific business needs."
2 years ago
Verified Reviewer
"The software had broad functionality, so it was able to capture lots of information."
2 years ago
Andrew E.
Managing Director, Arishi
"It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional se..." 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
Rabab K.
Digital Marketing Manager (Fintech and Financial Services), Faisal Khan & Company
"Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs."
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"
2 years ago
Verified Reviewer
"It was a good starter CRM for the company but we outgrew the offerings in about 2 years. The most attractive thing about Insightly when I was using it was the price. The 1st level paid service was worth the money."
2 years ago
Zach C.
CTO, Propertyshelf, Inc.
"From our experience within our company, it is a sufficient CRM, but in all honesty, after switching to Hubspot CRM, I realized that Insightly was missing a lot of other useful features."
3 years ago
Verified Reviewer
"Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations. Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product. Definitely worth considering for..." Read more
3 years ago
Carlos R.
Client services director, Baud
"Good for introducing into a crm. Easy and low price. For it's cost its good, but there are better options on the market"
4 years ago
User in Computer Software
"Great price and visually attractive as a CRM"
4 years ago
Samantha L.
Office Manager, ANREV
"It seems to have many features, and many things are possbile. I also see a lot of third-party integrations possible."
4 years ago
Morgan J.
Business Development Executive, MAZ Systems
"It's generally fine if you're looking specifically for business info, ie sales progress, total leads generated, etc. as a CRM it is definitely not the best"
4 years ago
Ryan M.
Account Director, Compass Creative
"Overall, Insightly is pretty good. As with all software, you'll get what you put into it. So, if some more integrations with other software were possible, that would help greatly."
4 years ago
rachel n.
Communications Project Manager, Christ Community Church
"It was what the company had always used, so we had figured out how to make it work for what we needed."
4 years ago
Administrator in Wholesale
"Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives."
4 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
Lucas F.
Business & Relations Manager, SOOQR Search
"- Easy to import all contacts - Easy to add "tasks" to oppertunities"
5 years ago
"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