# Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Insightly the right CRM solution for you? Explore 655 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/130671/Insightly/reviews/

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Insightly

4 (655)

[View alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated February 16th, 2026

# Reviews of Insightly

Ease of use

4.0

Customer Service

3.8

## Pros and Cons in Reviews

Small business CRM solution

89% positive reviews out of 73

Most users report professional use is ideal for small businesses, offering affordability, scalability, and essential CRM tools.

Hanane M.

Freelance, 1 employee.

"Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth."

Unresponsive customer assistance

41% negative reviews out of 99

Some users say customer support is difficult to reach, slow to respond, and often unhelpful with technical concerns.

Comprehensive activity tracking

88% positive reviews out of 48

Most reviewers describe tracking as user-friendly, enabling easy monitoring of contacts, projects, and business progress.

Anonymous User

Founder and Financial Advisor, 2 - 10 employees.

"I liked how simple it was to connect related contacts and keep track of important life events and milestones."

Limited and cumbersome email tools

36% negative reviews out of 92

Some reviewers describe email integration as restrictive, requiring manual linking and lacking robust tracking or automation.

Effective teamwork and coordination

97% positive reviews out of 34

Most reviewers find team collaboration features boost productivity, streamline communication, and simplify task delegation.

Mark B.

Owner Broker, 2 - 10 employees.

"Good amount of Task Management Features and strong Team Collaboration features."

Frequent glitches and slowdowns

89% negative reviews out of 45

Most users comment bugs and issues cause frustration, with slow performance and unresolved technical problems recurring.

## Showing most helpful reviews

Showing 1-25 of 655 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Sai R.  
Client Project Manager  
Internet  
Used the software for: 6-12 months

### "Excellent CRM"

July 19, 2023

5.0

Our team’s experience with Insightly has been stellar

Pros

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Cons

Some features and functionalities with customizable fields are limited when compared to other CRMs

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/)

Customer support and service

Review Source

CD

Christina D.  
Administrator  
Marketing and Advertising  
Used the software for: 1-2 years

### "Insightly is a great CRM Tool"

July 31, 2023

4.0

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.

Pros

Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.

Cons

The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

We needed an actual database that information could be extracted from and put into report form when needed. Insightly has allowed that.

Review Source

MS

Matthew S.  
Head of Client Engagement & Services  
Management Consulting  
Used the software for: 2+ years

### "Insightly highs and lows"

October 12, 2022

3.0

Pros

It is relatively intuitive easy to customise, easy to align to specific business needs.

Cons

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Review Source

NG

Natalie G.  
Operations & Training Manager  
Construction  
Used the software for: 2+ years

### "Insightly - We're Back Again"

March 8, 2023

5.0

We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.

Pros

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Cons

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing Insightly

Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training.

Switched from

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/)

We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left.

Review Source

JS

Jonathan S.  
Executive Director  
Non-Profit Organization Management  
Used the software for: 2+ years

### "8- year customer still finding ways insightly can improve our efficencies "

October 20, 2022

5.0

Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.

Pros

CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.

Cons

The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)[Bloomerang](https://www.capterra.com/p/131207/Bloomerang/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)

Reason for choosing Insightly

The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.

Review Source

NH

Nathalie H.  
Customer Care Manager  
Automotive  
Used the software for: 1-2 years

### "Useful & inexpensive CRM system for growing businesses"

March 3, 2023

3.0

Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.

Pros

It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.

Cons

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)

Reason for choosing Insightly

Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.

Switched from

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.

Review Source

AK

Anne K.  
Director Operations  
Professional Training & Coaching  
Used the software for: 1-2 years

### "Customizing Insightly"

October 17, 2022

4.0

I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Pros

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Cons

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Alternatives considered

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)

Reason for choosing Insightly

functionality, customization and cost

Switched from

[Act!](https://www.capterra.com/p/175860/Act/)

Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.

Review Source

MG

Michelle G.  
Business & Marketing Coordinator  
Primary/Secondary Education  
Used the software for: 2+ years

### "Allows us to grow into our needs"

October 11, 2022

5.0

Great! It suits our needs perfectly.

Pros

It can be used in simple form or allows us to enable more features as our needs grow.

Cons

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Insightly

Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process.

Review Source

KG

Kati G.  
Business Development Specialist  
Insurance  
Used the software for: 6-12 months

### "A modern and easy to use CRM that will save you time and budget"

August 24, 2023

5.0

We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service.

Pros

The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.

Cons

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.

Alternatives considered

[Apptivo](https://www.capterra.com/p/228915/Apptivo/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Insightly

Insightly was way more modern and customizable.

Review Source

Carolyn S.  
Manager  
Fund-Raising  
Used the software for: 2+ years

### "intuitive and easy to use"

October 29, 2019

5.0

Pros

easy to customise pipeline, good online information support

Cons

unable to customise reports to the extent we need

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing Insightly

price was very competitive initially

Switched from

[Wrike](https://www.capterra.com/p/76113/Wrike/)

hunting for a product that could automate our reports

Review Source

LA

Luis A.  
Sales Manager Educational Products  
Education Management  
Used the software for: 2+ years

### "A versatile CRM Tool"

August 30, 2024

4.0

By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.

Pros

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Cons

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Review Source

RM

Rosalina M.  
Executive Assistant/ Freelancer  
Insurance  
Used the software for: 1-2 years

### " Insightly Review: A Comprehensive CRM Solution for Your Business."

March 2, 2023

5.0

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Pros

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Cons

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Review Source

AM

Alex M.  
Media Coordinator  
Publishing  
Used the software for: 1-2 years

### "Insightly — Helpful and Informative"

March 3, 2023

4.0

Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great.

Pros

I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness.

Cons

My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus.

Review Source

JR

John R.  
Energy Consultant  
Construction  
Used the software for: 2+ years

### "Great CRM! Keep track of your contacts, leads, opportunities, and sold projects!"

March 8, 2023

5.0

I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!

Pros

All in one data base for all information regarding clients, sales, operations, marketing, etc.

Cons

It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm!

Review Source

JV

Jim V.  
VP Sales and Marketing  
Construction  
Used the software for: 2+ years

### "12 good years of using Insightly CRM"

June 10, 2024

5.0

I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.

Pros

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Cons

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Review Source

Response from Insightly

August 15, 2024

Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email rewards@insight.ly!

KW

Kenneth W.  
Account Manager  
Renewables & Environment  
Used the software for: 2+ years

### "Great CRM"

October 11, 2022

5.0

I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier.

Pros

I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer receives.

Cons

The search feature can sometimes be a little finicky when you are trying to search for a very particular project. This is probably the biggest issue that I run into on a daily basis.

Review Source

VR

Verified Reviewer  
  
Broadcast Media  
Used the software for:

### "Great program that can sometimes be "An un-tappable resourse!"

November 16, 2014

3.0

We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should be able to set a "Default Country." Entering United States every time gets tedious! On other CRM programs, I can enter a contact once and, if there is another person from that same company, I can choose to retain the information and simply change the name and e-mail address. Not so with Insightly! You have to re-enter ALL of the info for each contact! Upon entering the program, Insightly proudly announces that they have teamed-up with "Microsoft One drive" and Google "Whatever." I'm older but not that far gone, yet I haven't a CLUE as to what these programs are and how to use them! Finally, the big frustration: How does a task differ from an event differ from a meeting differ from notes? Now, don't get me wrong, the Insightly team always returns my e-mail questions promptly but, how many times can I do that in one day? There really needs to be a manual (not videos!) for this stuff! I looked for an "Insightly For Dummies" book on Amazon but there isn't one. This CRM is obviously geared towards twenty-something's and not us older folks.. And yet, we outnumber them and in many cases make more $$$ than them! Are you listening Insightly?

Pros

Inexpensive with basic functions that are easy to use

Cons

No easy way to get answers to questions

Review Source

Response from Insightly

November 19, 2014

We'll pass the feedback on entering data on to our product group. With regards to tutorial information to help you get started we have a number of resources for first time Insightly users -- many of them are on our resources page on our website (www.insightly.com/resources). Our Getting Started Guide is a ebook on the resources page. Our our online knowledgebase has great FAQs (i.e. what are tasks and how do I use them?) and short 3-4 min tutorial videos (Insightly University). You can access our online knowledgebase at help.insightly.com (and there is also a link to our knowledgebase from our resources page). Also if you are a paid customer we offer phone based '1 on 1 Help to Get You Started' (www.insightly.com/pricing). On a positive note, I'm glad that you are pleased with the response from our support team. With regards to age, the bulk of our users are in the 35-50 range so we welcome users of all ages :>) Hope this helps.

Susan A.  
Sr. Manager-Business Operations  
Information Technology and Services  
Used the software for: 1-2 years

### "A reliable and completely user-friendly tool with immense productivity."

July 24, 2019

5.0

Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Pros

Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Cons

Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Review Source

Response from Insightly

August 16, 2019

Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

DJ

Daniel J.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Great CRM system on a budget"

September 11, 2022

5.0

It was a great to use Insightly and it helped the business to grow in the early days.

Pros

I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software.

Cons

I found the recurring tasks and using the pipelines a bit cumbersome and in the end, we opted for an industry-specific software with many automations of tasks and links with many third-party systems, like HMRC and Companies House in the UK

Reason for choosing Insightly

The free version with project management was the best solution for us.

Review Source

JK

Jason K.  
Account Executive  
Package/Freight Delivery  
Used the software for: 6-12 months

### "Best CRM"

March 13, 2023

5.0

Pros

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

Cons

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

Review Source

Tracey M.  
Professional Freelancer  
  
Used the software for: 2+ years

### "Insightly has awesome customer support and works well for a with 3 remote locations"

March 9, 2018

5.0

Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software.

Pros

It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product.

Cons

Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from

Review Source

CM

Chrisarn M.  
Marketing Officer  
Marketing and Advertising  
Used the software for: 1-2 years

### "Insightly's Features are Incredible, Making It a Top Solution"

April 30, 2024

5.0

Pros

This customer relationship management software has been functioning brilliantly. I like how Insightly has been reliable and easy to implement.

Cons

Insightly has been sensational. I do not dislike Insightly at all.

Review Source

MW

Matthew W.  
School Support Lead  
Information Technology and Services  
Used the software for: 2+ years

### "Super Easy"

April 23, 2024

4.0

Pros

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Cons

Reports are good but can be a bit difficult to set up.

Review Source

PS

Phil S.  
Founding Attorney  
Law Practice  
Used the software for: 2+ years

### "Great product with great customer service"

August 25, 2023

5.0

It has been fantastic. Not one single issue.

Pros

Once the system is customized for you, it is really easy to use.

Cons

The time it takes to customize it for me.

Review Source

HF

Holly F.  
Manager  
Non-Profit Organization Management  
Used the software for: 2+ years

### "We love Insightly"

April 11, 2024

5.0

Pros

Ease of use. Easy CRM tool. We are happy with the services and options.

Cons

We haven't found a con as of yet! We are happy.

Review Source

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