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Insightly CRM Reviews & Testimonials

4.2 (1,363)

Reviews: 1,363


5
49%
4
34%
3
11%
2
3%
1
3%

83% of customers would recommend Insightly CRM

Jonathan S. star-alt star-alt star-alt star-alt star-alt

"Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion. I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced."

a year ago

Mónica D. star-alt star-alt star-alt star-alt star-alt

"Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos"

a year ago

Jovana B. star-alt star-alt star-alt star-alt star-alt

"I like the categories, sections, fields details options, user interface overall"

a year ago

jeff b. star-alt star-alt star-alt star-alt star-alt

"My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either. it's a good, cost effective CRM option for small business."

a year ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"It's great. It does just what we need with a little modification to our methods"

a year ago

Karis F. star-alt star-alt star-alt star-alt star-alt

"It does what it needs to do! The reports are also very visually appealing, and it's easy to set up email journeys on our marketing CRM side as well."

a year ago

Adam W. star-alt star-alt star-alt star-alt star-alt

"I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to"

a year ago

Jason K. star-alt star-alt star-alt star-alt star-alt

"Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages."

a year ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Custom automations, 3rd party integration"

a year ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team."

a year ago

Ravi B. star-alt star-alt star-alt star-alt star-alt

"Overall, Insightly is a reliable and efficient CRM solution that can be a great fit for small businesses looking for a customizable and versatile platform. However, businesses with more complex reporting needs or limited budgets may want to explore other options."

a year ago

John R. star-alt star-alt star-alt star-alt star-alt

"I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!"

a year ago

Scott J. star-alt star-alt star-alt star-alt star-alt

"I like it as I can see what we have going on. I like the ease of entering customer information/details such as contact info and type of customer."

a year ago

Natalie G. star-alt star-alt star-alt star-alt star-alt

"We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well."

a year ago

Logan G. star-alt star-alt star-alt star-alt star-alt

"Ease of use for tracking opportunities with potential customers"

a year ago

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"For now i have not had any issues in using this platform in our organization. . — What do you like best about Insightly CRM? The masking tool and layers available are top in class which provides best image outputs. we can easily create a image from sratch without any inputs. There is nothing sophisticated about it. I am not much into graphics, b..." Read more

a year ago

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"I have utilized a few kinds of procedure robotization devices for as far back as 2 years. From each one of those apparatuses UiPath is the best easy to use mechanization device where the engineers can in all respects rapidly get and comprehend the usage methods. . — What do you like best about Insightly CRM? Sometimes I have to wait longer than us..." Read more

a year ago

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"Very high quality video call but require high internet connection. . — What do you like best about Insightly CRM? This a very great tool that I always rely on.very friendly, helpful and reliable in such a way that I can't imagine without it.The customer support are wahoo.The best team have ever met.They get out of their way to make sure we are sat..." Read more

a year ago

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"Regarding business content management, no tool compares to Dropbox Business. It's affot, easy to use and comes will secure cloud storage tools. With Dropbox Business, content management and cloud storage is no longer an I issue. . — What do you like best about Insightly CRM? Best task creation and management tool.Great task prioritization.Help in..." Read more

a year ago

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"The user experience is amazing and works so smoothly. The UI is one of the best I have seen. . — What do you like best about Insightly CRM? what I like most about power point is that I can do several presentations in a professional way, through it I can put images, I can use the themes of the powerpoint itself, and I can also insert messages, amon..." Read more

a year ago

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"There is nothing that one can dislike for a great startup like Skymind.ai. It is one of the best platform to build an application using data science concept. . — What do you like best about Insightly CRM? Keeps on making unnecessary notifications. I like its use for contract management and how it satisfies all our questions and needs. Slack sho..." Read more

a year ago

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"There is no much limitations on Linkedin Job Search, it is only to prove the identity of a person sometimes might be difficult since one can falsify the profile hence lack of integrity. . — What do you like best about Insightly CRM? Alpha Anywhere provides you with a single code base to develop web and mobile applications at a great price. Support..." Read more

a year ago

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"permette di gestire i db con una estrema facilità, si presta anche allo scriprting . — What do you like best about Insightly CRM? There's quite a long waiting period to get in touch with customer support and that frankly needs to be better because security is such a major part of our business. Without quick responses, we often worry more than we s..." Read more

a year ago

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"Sometimes it crashes and stops working when opening some PDF documents. Some PDF Documents are unable to open and when we try multiple times then application cursed and its stop working. . — What do you like best about Insightly CRM? It a great tool that I have nothing to dislike. Offers quality drawings for sewer systems in different construc..." Read more

a year ago

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"WordPress been an open source is vulnerable to attack by hackers and also its ability not to work without plugins and templates makes the website heavy. . — What do you like best about Insightly CRM? Putty should have the option to save username and passwords like KiTTY I thought that if I have a "Name" or "Email" field, it should be updated auto..." Read more

a year ago