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Insightly CRM Reviews & Testimonials

4.3 (1,446)

G2 Reviews: 861


5
62%
4
26%
3
8%
2
2%
1
2%

88% of G2 users would recommend Insightly CRM

  861 reviews
  4.4/5 average rating

  Showing 5 star reviews only  

User in Law Practice star-alt star-alt star-alt star-alt star-alt

"Best thing that ever happened was when your talented developers enabled features in Insightly that instantly link-connect-merge Outlook email to Insightly's corresponding legal project. Amazing and incredible progress and timesaver!!!"

7 years ago

User in Accounting star-alt star-alt star-alt star-alt star-alt

"- Fast - Efficient - Online vs Offline usage"

7 years ago

Carmen R star-alt star-alt star-alt star-alt star-alt

"Unsightly keeps me organized and on track. It stores everything in one place so I don't have to hunt around for what I need. I love it!!"

7 years ago

Administrator in Computer & Network Security star-alt star-alt star-alt star-alt star-alt

"The features cover most of the needs of the user and it is very easy to handle."

7 years ago

Alexandra L star-alt star-alt star-alt star-alt star-alt

"Follow up emails, different checklists, and the iPhone app makes it easy to stay on top of your tasks. Prior to this software, it was easier to accidentally forget to contact a customer or let a lead slip away. The software helps you keep on top of the project/lead. I also like that I can stay up to date with how far I have to go to reach a goal."

7 years ago

Administrator in Religious Institutions star-alt star-alt star-alt star-alt star-alt

"We love the ease of the app and email plug in!"

7 years ago

Administrator in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Simplicity. There are only the most important features."

7 years ago

User in Arts and Crafts star-alt star-alt star-alt star-alt star-alt

"I like how easy it is to search contacts and organizations. Being able to assemble them into a report and export it as a mailing list is invaluable. I also like the Mailchimp sync."

7 years ago

Internal Consultant in Food & Beverages star-alt star-alt star-alt star-alt star-alt

"A great tool to manage customers and contacts within my team- the project management and reminders work well and it is easy to see notes etc"

7 years ago

Consultant in Financial Services star-alt star-alt star-alt star-alt star-alt

"I’ve used many crms before and I enjoy Insightly it’s very easy to navigate around and I like the easy tasks"

7 years ago

Ali A star-alt star-alt star-alt star-alt star-alt

"the interface and the way it is designed to serve its customers was made easy"

7 years ago

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

"Love the ability to integrate prospect and customer info with work-flow automation. Amazing resource saver. I'm all about using minimal effort to create maximum effect. I love that the enhancements just keep rolling out."

7 years ago

Consultant in Automotive star-alt star-alt star-alt star-alt star-alt

"NIce system that is very easy to use. Great way to keep track of clients."

7 years ago

Megan O star-alt star-alt star-alt star-alt star-alt

"Easy to use & nothing slips through the cracks"

7 years ago

User in Hospitality star-alt star-alt star-alt star-alt star-alt

"I have a clear birds-eye view of my leads and customers, along with notes regarding when each person was last contacted. I know there are many more features that I can grow into, as well, as our business grows."

7 years ago

Rodrigo A star-alt star-alt star-alt star-alt star-alt

"The ability to manage Opportunities and Projects in just one place. Every time a sales person converts ao opportunity into a closed deal, a project is created and redirected to my customer success team, which gets in contact with the client and goes through the first steps to implement our product."

7 years ago

Administrator in Education Management star-alt star-alt star-alt star-alt star-alt

"IT'S A PRETTY COMPREHENSIVE PLATFORM THAT PROVIDES MORE THAN WHAT IS NEEDED TO USE AS A CRM TOOL."

7 years ago

Administrator in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Now I am reminded periodically which customer to contact and what action to perform! Absolutely compelling :)"

7 years ago

Vanessa M star-alt star-alt star-alt star-alt star-alt

"I like that it is user friendly. I always find it easy to get through my day with a checkoff list. This product has helped me. I will always recommend it to others. I also like that it is color coordinated and I can organize other tasks to other co-workers of mine. It makes it easy to switch tasks and deleted them as well. The program is great to use on you..." Read more

7 years ago

Jessica A star-alt star-alt star-alt star-alt star-alt

"I like the streamlined process of each category and how easy it is to add each new item."

7 years ago

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

"I can track all quotes without manually having a piece of paper"

7 years ago

Administrator in Management Consulting star-alt star-alt star-alt star-alt star-alt

"Insightly is a very compact, speedy and very easy to use CRM. And, that's what it's about. It's not trying to be a solution for everything to everybody; just doing what it does excellently"

7 years ago

User in Design star-alt star-alt star-alt star-alt star-alt

"The way insightly allows my team to be more organised, and in an organised manner!"

7 years ago

Gabriel D star-alt star-alt star-alt star-alt star-alt

"Great usage of scheduling and keeping track of my clients."

7 years ago

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

"I like that we can set up all the steps we need to get something done. I like that I never forget to do a task because it is right there for me."

7 years ago