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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  

Melissa B. star-alt star-alt star-alt star-alt star-alt

CEO, Business Made Simple

"Having worked with clients using a variety of CRM's we've seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM's because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines..." Read more

10 years ago

Patrick p. star-alt star-alt star-alt star-alt star-alt

CEO, Tisano, LLC

"Wonderful customer support, always reach a live human knowledgable about the product That can solve issues and help us tailor the tools to meet our needs."

10 years ago

Manuel V. star-alt star-alt star-alt star-alt star-alt

Director of Sales, Glass-Media

"With Insightly, Glass-Media is able to track leads, organizations and opportunities stemming from its marketing initiatives. The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go. In fact, with every restaurant and storefront in the area a potential customer, the sales team often uses the..." Read more

10 years ago

Bryan W. star-alt star-alt star-alt star-alt star-alt

Owner, www.BlueLakeOffroad.com

"Ease of use and simple interface for small businesses. Integrates well with Google Apps. Low cost model very important and no expert support really needed to custom configure workflow and such."

10 years ago

Jonathan M. star-alt star-alt star-alt star-alt star-alt

CEO, www.trbls.com

"Simple to use, easy to find customer information, customer service is very responsive if you ever have a question, fees are transparent."

10 years ago

Steven F. star-alt star-alt star-alt star-alt star-alt

IT Director, Hudson's Furniture

"What I love is that I can add emails directly to customer records from Gmail and build a simple communication trail with that one customer and share it with others without having to forward or give them access to my inbox."

10 years ago

Justine P. star-alt star-alt star-alt star-alt star-alt

Owner, Cariad Marketing Ltd

"Insightly is great for managing customer data, workflow management and understanding your sales pipeline. It integrates completely with Gmail and Google Drive and is therefore a perfect choice for Google Apps users."

10 years ago

Tom C. star-alt star-alt star-alt star-alt star-alt

President, BrightHill Group LLC

"Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, a..." Read more

10 years ago

Jeremy M. star-alt star-alt star-alt star-alt star-alt

Vice President, Green Virgin Products

"I love its ease of use and features. It helps me keep on top of everything I need to get done."

10 years ago

Noah M. star-alt star-alt star-alt star-alt star-alt

Sales Associate, Watts Capital

"By linking organizations, contacts, and emails with opportunities, Insightly saves users a ton of time searching for contact information, company information, or your past correspondence. Insightly is also highly customizable for various different kinds of businesses. Its features can be changed to mirror practically any kind of preexisting organizational sy..." Read more

10 years ago

Brenda M. star-alt star-alt star-alt star-alt star-alt

"but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed. We have been using it for about 5 months now on the paid plan and we find new functionality all the time. We love it."

10 years ago

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

"I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, crite..." Read more

10 years ago

Suzy F star-alt star-alt star-alt star-alt star-alt

"I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great."

10 years ago

User in Media Production star-alt star-alt star-alt star-alt star-alt

"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."

10 years ago

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

"The organization and ease of finding records."

10 years ago

Sarbajoy M star-alt star-alt star-alt star-alt star-alt

"It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client."

10 years ago

Peter P. star-alt star-alt star-alt star-alt star-alt

Principal & Chief Revenue Officer, REPatron

"Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone."

10 years ago

Executive Sponsor in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Simple UI, easy to use and free, integrates with Google apps for business"

11 years ago

Joseph H star-alt star-alt star-alt star-alt star-alt

"Ability to import contacts, add users and set up an organizational flow."

11 years ago

Tim H. star-alt star-alt star-alt star-alt star-alt

EnGraph Software

"I use Insightly for my software company and for a side business my wife and run at home. Great features and the Google apps integration means it is right in my email where I already am."

12 years ago

Charlie d. star-alt star-alt star-alt star-alt star-alt

BananaRocket

"As a CRM expert, I test drive all sorts of CRM, but lean heavily towards SAAS and as far away from SalesForce (and so-called enterprise software similar to SF) as possible. So when I found Insightly, I found a great product for the one man band or small to medium sales team. The main pros for this product are: you can associate anyone to anyone, any comp..." Read more

12 years ago

Alex W star-alt star-alt star-alt star-alt star-alt

"Insightly is an amazing tool for small businesses for CRm and project management. The idea behind Insightly was mainly for Google Apps to give powerful tools for communication and collaborations."

12 years ago