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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  

celeste l star-alt star-alt star-alt star-alt star-alt

"Insightly is easy to use. Keeps track of my projects and tasks for each project. Sends communication directly to my email so I can stay up to date. I was able to jump right in and use it without questions."

7 years ago

Nelly A star-alt star-alt star-alt star-alt star-alt

"There are so many super helpful features. One of the best is the integration with gmail. I can create, catalog, update info right from gmail. Also, the reminder features has saved me many times when remembering to followup with proposals."

7 years ago

Ann M star-alt star-alt star-alt star-alt star-alt

"Insightly allows for multiple users and customized fields. By far 2 of our favorite options. We can have different owners assigned to clients and track both by client and by owner. We can also tag what we can't field."

7 years ago

Mihai C star-alt star-alt star-alt star-alt star-alt

"The integration with Google Drive. The fact that Insightly detects contacts and pulls their profile picture from web."

7 years ago

Dinos H

Dinos H star-alt star-alt star-alt star-alt star-alt

"The ease of use, and intuitive interface.It is just very easy to understand the processes involved, the key elements and how they all work together. Also the search function and filters are very fast and very helpful."

7 years ago

David R

David R star-alt star-alt star-alt star-alt star-alt

"Gmail integration and the vastly improved reporting function. Task management tied to Gmail Calendar."

7 years ago

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

"Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us."

7 years ago

User in Management Consulting star-alt star-alt star-alt star-alt star-alt

"Ease of use and low cost for small companies."

7 years ago

Administrator in Apparel & Fashion star-alt star-alt star-alt star-alt star-alt

"Easy to use, adaptable, flexible . I love that I can easily view my tasks, and look up my customers. I love the mobile app too!"

7 years ago

Administrator in Design star-alt star-alt star-alt star-alt star-alt

"Easy to navigate and keep all contacts/information in one easy to manage CRM"

7 years ago

Consultant in Industrial Automation star-alt star-alt star-alt star-alt star-alt

"Was extremely easy to navigate and organize the information"

7 years ago

Administrator in Sports star-alt star-alt star-alt star-alt star-alt

"Provided an excellent tool for our small business to begin a CRM."

7 years ago

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

"Mobile phone App, and very easy to use features"

7 years ago

User in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"Ease-of-use and very powerful cystomization of workflows ; capabitiliy to create a customized CRM within a Snap. Free version is very interesting and Gmail plugin is useful New user interface displays a nice KanBan view"

7 years ago

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

"the opportunity and lead section are easy to fill out and give a great overview"

7 years ago

Daniel D star-alt star-alt star-alt star-alt star-alt

"I like the capability to see how often people engage with my emails."

7 years ago

Kevin G star-alt star-alt star-alt star-alt star-alt

"The CRM tool is incredibly is super easy"

7 years ago

Domenic P star-alt star-alt star-alt star-alt star-alt

"I can look at contact’s connection history. Very easy to control events and tasks, media profiles. Without any stress. I can manage sales possibility and projects."

7 years ago

FIONA B star-alt star-alt star-alt star-alt star-alt

"Insightly is easy to use and has a lot of features that we like to discover everyday!"

7 years ago

Jay L star-alt star-alt star-alt star-alt star-alt

"Insightly is a very powerful application, yet is easy to use and has a nice user interface."

7 years ago

Chris H

Chris H star-alt star-alt star-alt star-alt star-alt

"Easy to use and I really like the interface. It is great how it automatically creates contacts from emails."

7 years ago

Vince K

Vince K star-alt star-alt star-alt star-alt star-alt

"We lean heavily on Insightly to keep us on track. The projects tab is where we live and it helps keep our entire team on the same page."

7 years ago

Administrator in Financial Services star-alt star-alt star-alt star-alt star-alt

"This tool was great for connecting key pieces of data together. Hard to come across other platforms (at this price point) that allow for such robust integration"

7 years ago

Brian G

Brian G star-alt star-alt star-alt star-alt star-alt

"Absolute ease of use. Simple to add contacts and companies and integrst"

7 years ago

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

"Insightly is easy to navigate and so quick to pick up and use."

7 years ago