Capterra 
G2 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"
3 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
4 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
4 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
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
5 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
8 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
8 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
Sujata B.
"It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,"
a year ago
Hemal B.
"Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more."
a year ago
Wil D.
"It was the first CRM I used and I had a good experience using it. I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software."
a year ago
Christina D.
"Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point."
a year ago
Anil P.
"Our daily task scheduling, contact database management and tracking our sales have been simplified by Insightly so thank you to the makers of this software."
a year ago
Travis Q.
"allows for efficient project and client management. I recommend Insightly to any professional who needs a comprehensive and easy-to-use management tool to improve productivity and efficiency in their work."
2 years ago
Verified Reviewer
"The task and project management works well (even though it could be improved upon)."
2 years ago
Ralph G.
"Good. Insightly has been user friendly since, easy to navigate"
2 years ago
Tobias L.
"Good but a steep learning curve as a lot id not intuitive. I most liked Workflow management and activity lists"
2 years ago
Jovana B.
"I like the categories, sections, fields details options, user interface overall"
2 years ago
jeff b.
"My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either. it's a good, cost effective CRM option for small business."
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