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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 5 star reviews only  

User in Biotechnology star-alt star-alt star-alt star-alt star-alt

"The ability to clone and create multiple Pipelines and differentiate them from Opportunities to Projects. In our line of work, the Sales department is able to create and log multiple leads or opportunities to continually follow up on. The following up process is made seamless as our Sales Department receives notifications or tasks to contact customers regard..." Read more

5 years ago

Michael D. star-alt star-alt star-alt star-alt star-alt

Client Liaison, CommGap International Language Services

"Insightly is responsible for being my memory storage and helping me keep promises through constant reminders and simple organization."

5 years ago

Amanda P

Amanda P star-alt star-alt star-alt star-alt star-alt

"I really like this product because of its feedback facility that helps me to get the feedback readily that helps me further to execute my sales processes. Apart from this it delivers me the best features that are necessary for a good customer support service on a long run. Moreover, I really like its mobile application that helps me to get the best features..." Read more

5 years ago

Alice C star-alt star-alt star-alt star-alt star-alt

"For me this application is a great helper in delivering the best quality of service to my customers because I can easily get feedback that helps in my sales execution processes. Moreover, I can easily manage a lot if my documents on it with heart security as well. Another thing that prefer in it is its mobile application that serves me in the best way even b..." Read more

5 years ago

Dylan A

Dylan A star-alt star-alt star-alt star-alt star-alt

"It’s an easy-to-learn platform for both front end users, and back end developing."

5 years ago

Administrator in Construction star-alt star-alt star-alt star-alt star-alt

"Has been easy to connect Insightly to our existing ideas of customer management. It is easy to use and navigate. The organization and layout is very simple, clean and functional. The dashboarding and customization is relatively simple and effective to start. The customer onboarding from Insightly to their customers is really good. They really seemed to care..." Read more

5 years ago

Mike M. star-alt star-alt star-alt star-alt star-alt

Realtor, United Real Estate Louisville

"I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads."

5 years ago

Helen S

Helen S star-alt star-alt star-alt star-alt star-alt

"Insightly CRM is so amazing tool for business companies. The one of the best advantage in this software is that we can easily manage the customer relationship and which is very helpful for the business. Insightly CRM help us to do the essential tasks of the invoices and expenses which really help us in business. Hence, this software is so intuitive for the t..." Read more

5 years ago

Consultant in Computer Software star-alt star-alt star-alt star-alt star-alt

"I like the ease of use, I like the tasks for follow ups"

5 years ago

Truptesh P

Truptesh P star-alt star-alt star-alt star-alt star-alt

"There are lot of great things to admire about Insightly CRM. This CRM avails great feature to be used on regular basis and pretty easy to maneuver. Customer relationship can easily incorporated with the courtesy of this great application. We are absolutely exhilarated using Insightly CRM. This CRM tool is comparatively economical as compared to other CRM to..." Read more

5 years ago

Administrator in Real Estate star-alt star-alt star-alt star-alt star-alt

"I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage."

5 years ago

Vince E star-alt star-alt star-alt star-alt star-alt

"Insightly CRM was able to provide us with lots of helpful features to create, launch and analyze our numerous email marketing campaigns. I like that the data that we have acquired through our Insightly marketing campaigns can be used for lots of different business and marketing purposes aside from email projects. We are able to add many contacts and can auto..." Read more

5 years ago

Lily W.

Lily W. star-alt star-alt star-alt star-alt star-alt

Personal Assistant, Dorothy Perfetti Living Trust

"I like how I can use this platform to find marketers who need product awareness bloggers to work for."

5 years ago

Davis J

Davis J star-alt star-alt star-alt star-alt star-alt

"Insightly CRM is very easy to use and the great software used on a daily basis. The one of the best thing of this software is that it allows us to create the best customer relationship. It is so great software because it really helps us to tracking our sales process in a more efficient way. Moreover, it is the best software for sales and marketing. Another b..." Read more

5 years ago

User in Higher Education star-alt star-alt star-alt star-alt star-alt

"I like how easy it is to add employers and orders for my customers."

5 years ago

User in Real Estate star-alt star-alt star-alt star-alt star-alt

"We use Insightly because it combines what would normally be a few different products into one, from Project Management, Relationship Management, to Lead Nurture it really has it all!"

5 years ago

Mandy R

Mandy R star-alt star-alt star-alt star-alt star-alt

"Insightly CRM is very powerful and easy to use software. This software provides the best customer and business relationship in a more efficient way. This software is so simple and intuitive to use. For the beginners, this software is easy to learn because its features are so simple and easy to understand. The one thing I most like about this software is that..." Read more

5 years ago

Shannon S.

Shannon S. star-alt star-alt star-alt star-alt star-alt

CEO, Best Float Valve

"It helped us break our systems down into more manageable processes and stay on track. I love the ability to be able to sort large amounts of data into more manageable groups through tag words. I like that you can search through all your data by word and often get great results for things that aren't tagged!"

5 years ago

kathleen a

kathleen a star-alt star-alt star-alt star-alt star-alt

"When we found out about the fundamental highlights and usefulness of Insightly, it turned out to be exceptionally simple to use every day. It has numerous instruments that help us to keep our groups educated about current exercises, feasible arrangements, customer foundations and various more subtleties we can use into substantive activity. The boards and wi..." Read more

5 years ago

Steven T

Steven T star-alt star-alt star-alt star-alt star-alt

"The most important thing that I most like about the Insightly CRM software is that it can better organize the customer support and better tracking our sales, expenses and invoices. By using the Insightly CRM software, I can easily manage my sales, accounts and marketing in a more efficient way. So, this software has the great way ability to see all the recor..." Read more

5 years ago

John P

John P star-alt star-alt star-alt star-alt star-alt

"This software is especially designed for small businesses or companies. The one of the best things in this software that is it is the best software for project management and best for CRM. Insightly is very efficient because it provides the best tracker for our business. We use this software for our business to get provide the best service of our customers...." Read more

5 years ago

Polycap O star-alt star-alt star-alt star-alt star-alt

"I like how Insightly CRM allows me to manage customer info under one roof. Insightly CRM has got all the features that I was yearning to have in one place."

5 years ago

G2 User in Events Services star-alt star-alt star-alt star-alt star-alt

"I like Insightly because it is a user-friendly, customizable dashboard with intuitive tools to systematically manage detailed customer contacts and leads.It optimizes the management of tasks, allows monitoring the pipeline and shows personalized reports that lead us to look for opportunities. It provides a great service."

5 years ago

Femi A. star-alt star-alt star-alt star-alt star-alt

Senior Manager, Lawrencia Consulting

"Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate."

5 years ago

Mathew W.

Mathew W. star-alt star-alt star-alt star-alt star-alt

Executive Vice President , Arrow Freight Systems

"Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features."

5 years ago