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Insightly CRM Reviews & Testimonials

4.3 (1,446)

Capterra Reviews: 585


5
35%
4
42%
3
15%
2
4%
1
5%

77% of Capterra users would recommend Insightly CRM

  585 reviews
  4/5 average rating

  Showing 4 star reviews only  

Jeffrey W. star-alt star-alt star-alt star-alt star-alt

Co-Founder & CTO, SERVUS (whatisservus.com)

"null"

9 years ago

Alexandre B. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

Hussain A. star-alt star-alt star-alt star-alt star-alt

Founder & CEO, Mohtawa Content Marketing

"null"

9 years ago

Rob Z. star-alt star-alt star-alt star-alt star-alt

VP International Business Development, Klangoo

"null"

9 years ago

Sam T. star-alt star-alt star-alt star-alt star-alt

Sam Taylor Consulting

"This CRM fitted all of my needs perfectly, it has tons of integration options and works seamlessly with their mobile apps. Would definitely recommend to anyone!!"

9 years ago

christophe m. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

Tory N. star-alt star-alt star-alt star-alt star-alt

Consultant, Squire & Company

"I love their free starter plan. It gives entrepreneurs a chance to jump in and learn what a CRM is and how to use one to grow their business. A CRM is a long-term investment and it takes time to see the monetary results of its use. Having a starter account allows businesses to make the time investment without it being overly expensive."

10 years ago

Melissa B. star-alt star-alt star-alt star-alt star-alt

CEO, Business Made Simple

"Having worked with clients using a variety of CRM's we've seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM's because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines..." Read more

10 years ago

Patrick p. star-alt star-alt star-alt star-alt star-alt

CEO, Tisano, LLC

"Wonderful customer support, always reach a live human knowledgable about the product That can solve issues and help us tailor the tools to meet our needs."

10 years ago

Manuel V. star-alt star-alt star-alt star-alt star-alt

Director of Sales, Glass-Media

"With Insightly, Glass-Media is able to track leads, organizations and opportunities stemming from its marketing initiatives. The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go. In fact, with every restaurant and storefront in the area a potential customer, the sales team often uses the..." Read more

10 years ago

Bryan W. star-alt star-alt star-alt star-alt star-alt

Owner, www.BlueLakeOffroad.com

"Ease of use and simple interface for small businesses. Integrates well with Google Apps. Low cost model very important and no expert support really needed to custom configure workflow and such."

10 years ago

Jonathan M. star-alt star-alt star-alt star-alt star-alt

CEO, www.trbls.com

"Simple to use, easy to find customer information, customer service is very responsive if you ever have a question, fees are transparent."

10 years ago

Steven F. star-alt star-alt star-alt star-alt star-alt

IT Director, Hudson's Furniture

"What I love is that I can add emails directly to customer records from Gmail and build a simple communication trail with that one customer and share it with others without having to forward or give them access to my inbox."

10 years ago

Justine P. star-alt star-alt star-alt star-alt star-alt

Owner, Cariad Marketing Ltd

"Insightly is great for managing customer data, workflow management and understanding your sales pipeline. It integrates completely with Gmail and Google Drive and is therefore a perfect choice for Google Apps users."

10 years ago

Tom C. star-alt star-alt star-alt star-alt star-alt

President, BrightHill Group LLC

"Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, a..." Read more

10 years ago

Jeremy M. star-alt star-alt star-alt star-alt star-alt

Vice President, Green Virgin Products

"I love its ease of use and features. It helps me keep on top of everything I need to get done."

10 years ago

Noah M. star-alt star-alt star-alt star-alt star-alt

Sales Associate, Watts Capital

"By linking organizations, contacts, and emails with opportunities, Insightly saves users a ton of time searching for contact information, company information, or your past correspondence. Insightly is also highly customizable for various different kinds of businesses. Its features can be changed to mirror practically any kind of preexisting organizational sy..." Read more

10 years ago

Brenda M. star-alt star-alt star-alt star-alt star-alt

"but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed. We have been using it for about 5 months now on the paid plan and we find new functionality all the time. We love it."

10 years ago

Peter P. star-alt star-alt star-alt star-alt star-alt

Principal & Chief Revenue Officer, REPatron

"Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone."

10 years ago

Tim H. star-alt star-alt star-alt star-alt star-alt

EnGraph Software

"I use Insightly for my software company and for a side business my wife and run at home. Great features and the Google apps integration means it is right in my email where I already am."

12 years ago

Charlie d. star-alt star-alt star-alt star-alt star-alt

BananaRocket

"As a CRM expert, I test drive all sorts of CRM, but lean heavily towards SAAS and as far away from SalesForce (and so-called enterprise software similar to SF) as possible. So when I found Insightly, I found a great product for the one man band or small to medium sales team. The main pros for this product are: you can associate anyone to anyone, any comp..." Read more

12 years ago