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Insightly CRM Reviews & Testimonials

4.3 (1,455)

G2 Reviews: 870


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

88% of G2 users would recommend Insightly CRM

  870 reviews
  4.4/5 average rating

  Showing 5 star reviews only  

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."

8 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."

8 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."

8 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"

8 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"

8 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."

8 years ago

Chrissy D star-alt star-alt star-alt star-alt star-alt

"I love the Activity Sets and Pipelines. It is easy to schedule follow-ups and standard projects and not miss a beat."

8 years ago

User in Research star-alt star-alt star-alt star-alt star-alt

"I like the functionality with reporting features and customer service is decent."

8 years ago

User in Entertainment star-alt star-alt star-alt star-alt star-alt

"I love how user friendly the interface is. There's no question about where to go or what to do when you're using the program, and for a lot of programs, that's a struggle just by itself! No, not here. Insightly really takes the guesswork out of where you go once you get into the nitty gritty of it all."

8 years ago

User in Financial Services star-alt star-alt star-alt star-alt star-alt

"This was an easy to understand and easy to use CRM."

8 years ago

Administrator in Civil Engineering star-alt star-alt star-alt star-alt star-alt

"Insightly is very user friendly, has awesome import and export features, great tutorials and support, and a lot of cool features!"

8 years ago

Administrator in Computer Software star-alt star-alt star-alt star-alt star-alt

"I like how it is simple to use, but flexible enough to customize for different pipeline models"

8 years ago

Doug M

Doug M star-alt star-alt star-alt star-alt star-alt

"Love that it's easy to use and free for up to 2 users! The new GMail integration makes this a real winner. Before then the sorting of e-mails was way too manual and a pain. Love the fact that there's also an iPhone app and the web version is great too!"

8 years ago

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

"Support and functionality. Team was extremely helpful."

8 years ago

Daniel S star-alt star-alt star-alt star-alt star-alt

"Free platform. Endless supports from the developer, I had an easy time talking to the customer rep and this is something new other CRM software offers to "free user" This is amazing customer service. I found this very surprising product coming from the small company. Lots of functions are included in the platform."

8 years ago

Administrator in Outsourcing/Offshoring star-alt star-alt star-alt star-alt star-alt

"The interface is simple yet you have everything you need in one page."

8 years ago

User in Staffing and Recruiting star-alt star-alt star-alt star-alt star-alt

"Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple."

8 years ago

Administrator in Industrial Automation star-alt star-alt star-alt star-alt star-alt

"We really like how easy it is to use and manage Insighly. The company is very easy to work with as well."

8 years ago

Tara R star-alt star-alt star-alt star-alt star-alt

"I love how I can easily write emails, check notes, check info, and see if my emails have been read on Insightly. It's all right there and I can easily create templates that insert the customers name when just sending out the template. It's absolutely fantastic! Also, knowing the percentage rate of my emails being opened if a good feature. And it tells me whe..." Read more

8 years ago

Administrator in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

"Insightly has all the features of a standard CRM for businesses and non profit organisations. It allows to track leads, client journeys, report on activity and money made."

8 years ago

Ben A

Ben A star-alt star-alt star-alt star-alt star-alt

"input method is great easy to use, always updates properly"

8 years ago

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

"I like that Insightly is very straightforward, while still being customizable to your needs. Our company doesn't require all the bells and whistles that other tools have (we're a mid-size company, so it's not necessary), so Insightly has the main, critical pieces that you need for proceeding with client relationships and sales - easy Opportunities area, a pl..." Read more

8 years ago

User in Wholesale star-alt star-alt star-alt star-alt star-alt

"Everything is in one spot. Organizations, Contacts, opportunities, projects, tasks,"

8 years ago

Agency in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

"Insightly was very user-friendly and easy to navigate. I loved how easy setup was and that it had a lot of great features. Would definitely use again"

9 years ago

Brendan C star-alt star-alt star-alt star-alt star-alt

"I liked how easy it was to email my customers at once and keep them organized."

9 years ago