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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  

Andrew P. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

User in Internet star-alt star-alt star-alt star-alt star-alt

"Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff."

9 years ago

Julius G. star-alt star-alt star-alt star-alt star-alt

Business technology expert and CRM consultant, IT patarejai, UAB

"One of the best CRM/sales management tools on the market. Have been using it to track all of a small lawyer company's (30 users) contacts into one place. The card reader works just fine, but the deep integration with Google Apps is the best part. It's not a super-duper CRM like Salesforce, but it does all that is needed for a SMB and more."

9 years ago

Nathan G. star-alt star-alt star-alt star-alt star-alt

Owner, Inspiro Business Solutions

"Single Sign on from Google Apps, Various integrations available especially Zapier allows for some cool custom setups."

9 years ago

Hrag K. star-alt star-alt star-alt star-alt star-alt

"If you're just starting off in sales and want to start tracking calls, emails, etc, then Insightly is a great product, for free. Super easy to use, you can even import your contacts."

9 years ago

Deborah K. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

Christy M. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

User in Internet star-alt star-alt star-alt star-alt star-alt

"Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners..." Read more

9 years ago

Kevin W. star-alt star-alt star-alt star-alt star-alt

Project Coordinator, True Inbound

"null"

9 years ago

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

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

"null"

9 years ago

Holger A star-alt star-alt star-alt star-alt star-alt

"Google Apps for Work is not a CRM - but Insightly is! And we love it. Together with the collaboration and communication platform from Google it's best available solution for start-ups and SMB at the moment."

9 years ago

Claudia C star-alt star-alt star-alt star-alt star-alt

"I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as w..." Read more

9 years ago

John C star-alt star-alt star-alt star-alt star-alt

"I like the ease of use of the product. Simple user interface makes data entry simple and efficient."

9 years ago

Madeline S star-alt star-alt star-alt star-alt star-alt

"The best feature of insightly is the ability to keep track of opportunities and convert them to projects once they have become approved or a sale is made. This is a great feature because it tracks the life-cycle of an opportunity to fulfillment, and keeps all relevant documents, tasks, and notes linked together for accessibility. Also, an awesome feature is..." Read more

9 years ago

Alessandro B

Alessandro B star-alt star-alt star-alt star-alt star-alt

"Usability, google-like kind of experience"

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

Craig D

Craig D star-alt star-alt star-alt star-alt star-alt

"One of Insightly's standout features is that it has the flexibility to associate any item with any other item. For example, you can associate a contact to more than one organization, associate contacts with each other, associate a task or note to more than one contact, project, or opportunity, etc. Other unique and powerful features are custom pipelines an..." Read more

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."

9 years ago

Sami N

Sami N star-alt star-alt star-alt star-alt star-alt

"First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a poli..." Read more

10 years ago

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

"Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well."

10 years ago

David C

David C star-alt star-alt star-alt star-alt star-alt

"Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integratio..." Read more

10 years ago