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Insightly CRM Reviews & Testimonials

4.3 (1,446)

Reviews: 1,446


5
51%
4
33%
3
10%
2
3%
1
3%

84% of customers would recommend Insightly CRM

  Showing 4 star reviews only  

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"It is very simple to manage contacts on the platform. Pricing is very reasonable and very great interface."

7 years ago

Daryl K. star-alt star-alt star-alt star-alt star-alt

CEO, UniBiz

"User friendly interface. Insightly made is very siple to manage contacts on their platform Affordable. Pricing is fair Login from anywhere"

7 years ago

Clifford S. star-alt star-alt star-alt star-alt star-alt

President, energy construction environmental corporation llc

"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."

7 years ago

Joe S star-alt star-alt star-alt star-alt star-alt

"It is one of the few decent platforms that combine CRM and Project Management in one place."

7 years ago

Stephen T. star-alt star-alt star-alt star-alt star-alt

President, Stephen Taylor & Associates Ltd.

"The free version would be great for a beginning coaching or consulting practice. Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye.."

7 years ago

Michael F. star-alt star-alt star-alt star-alt star-alt

Owner, Pursuit Training

"I've outlined in the previous messages. I love the functionality of it along with the ability to lead projects with my team. It would be helpful if there were some "how to start" training videos I could give to anyone new to the team."

7 years ago

Jose R. star-alt star-alt star-alt star-alt star-alt

President, Marketing & Advertising

"Very user-friendly, useful functionalities as part of the basic offer. Very little configuration required while it integrates with gmail tools or others."

7 years ago

Stacy M. star-alt star-alt star-alt star-alt star-alt

Manager , Health and Housing

"I love the how the dashboard reflects real time information and the opportunity reports are extremely helpful."

7 years ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."

7 years ago

User in Logistics and Supply Chain star-alt star-alt star-alt star-alt star-alt

"Tasks can be created for anything as little reminders and get emailed to your inbox"

7 years ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."

7 years ago

Sergey P. star-alt star-alt star-alt star-alt star-alt

Project Manager, Sokol webstudio

"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."

7 years ago

Donald R star-alt star-alt star-alt star-alt star-alt

"The format is user friendly and intuitive."

7 years ago

User in Medical Devices star-alt star-alt star-alt star-alt star-alt

"Layout is straightforward, easy to understand."

7 years ago

Consultant in Import and Export star-alt star-alt star-alt star-alt star-alt

"The program is simple amd intuitive to use, and can be shares with one co-worker. It gives the ability to focus on matters that can bring margin, and avoid losjng time."

7 years ago

Amelia Q

Amelia Q star-alt star-alt star-alt star-alt star-alt

"Easy to use Tick boxes Can re order list by time added etc. Colours easy on the eye Multiple user access Clearly organised"

7 years ago

Tawanda J. star-alt star-alt star-alt star-alt star-alt

Independent Consultant, IT Works

"null"

7 years ago

Agency in Insurance star-alt star-alt star-alt star-alt star-alt

"I like the simplicity of the layout in both the browser and app."

7 years ago

Mark W star-alt star-alt star-alt star-alt star-alt

"Solid product, Simple customization, Good reporting, Responsive support & account rep."

7 years ago

Gerard L star-alt star-alt star-alt star-alt star-alt

"Design and fact that is free, easy to use and help me to be operational in 1 day"

7 years ago

Richard H. star-alt star-alt star-alt star-alt star-alt

Data Scientist, BlueFrog Media Ltd

"You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version."

7 years ago

Brooke B. star-alt star-alt star-alt star-alt star-alt

Graphic Designer, Financial Services

"The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there."

7 years ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail."

7 years ago

Alexander N. star-alt star-alt star-alt star-alt star-alt

Tax Professional, Right Taxes for Right People

"It is help me to organize my work flow. Free version and reasonable price for other plans. A lot of free integration, include for free version."

7 years ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads"

7 years ago