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Insightly CRM Reviews & Testimonials

4.2 (1,389)

Capterra Reviews: 585


5
35%
4
42%
3
15%
2
4%
1
5%

77% of Capterra users would recommend Insightly CRM

  585 reviews
  4/5 average rating

Steve H. star-alt star-alt star-alt star-alt star-alt

Vice President, Noble Consulting Services, Inc.

"We use currently use Insightly to manage our contacts, notes and tasks. We consider these our basic, high priority items. Insightly handles these in a straightforward, easy to use and easy to implement manner. We also believe the learning curve is manageable and that Insightly is a cost effective choice for basic CRM. We use both the desktop and mobile a..." Read more

8 years ago

Guntis C. star-alt star-alt star-alt star-alt star-alt

Founder, CEO, Walmoo

"null"

8 years ago

Erik W. star-alt star-alt star-alt star-alt star-alt

Operations Manager, ClickHome Construction Software

"null"

8 years ago

Matthew A. star-alt star-alt star-alt star-alt star-alt

CEO, Comprehensive Web Designs

"Very easy to use. Love the product for my business"

8 years ago

Greg C. star-alt star-alt star-alt star-alt star-alt

Director of Sales, GAM Industries

"Easy to use interface, little learning curve, some nice features"

8 years ago

Charles C. star-alt star-alt star-alt star-alt star-alt

Account Manager, Akers Packaging Solutions

"I personally like the ease of use. The us r interface is very user friendly with the info that you use at your finger tips. Also the mobile app is the best I have ever used."

8 years ago

Clayton J. star-alt star-alt star-alt star-alt star-alt

"Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. W..." Read more

8 years ago

Erika J. star-alt star-alt star-alt star-alt star-alt

Digital Strategist, Big Picture Creator, Tech-Lover and Goal Crusher, Synergy Marketing Consultants

"null"

8 years ago

Caitlin P. star-alt star-alt star-alt star-alt star-alt

"Small Australian NFP Charity that manufacturers custom disability solutions. Insightly enabled us to have a custom CRM and project management system all in one, for a 20th of the cost as other systems. We are learning things all the time and continually improving our process. The only thing I wish Insightly would do is not have their live seminars at 1am or..." Read more

8 years ago

Bruce C. star-alt star-alt star-alt star-alt star-alt

Senior Broker Consultant, Top Producer Systems / Realtor.com

"null"

8 years ago

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

Owner, Encore Sounds LLC

"CRM and project management rolled into one is great!"

8 years ago

Carlos L. star-alt star-alt star-alt star-alt star-alt

Diretor, Escola Estudios

"null"

8 years ago

Jonathan B. star-alt star-alt star-alt star-alt star-alt

Business Development Consultant, AnthroTronix

"I opened a customer service ticket on May 12th regarding problems I'm having getting Insightly to import new contacts from my Google address book. The problem is still unresolved, and I haven't heard a word from their customer service since June 9th despite repeated emails to them."

8 years ago

Patrick J. star-alt star-alt star-alt star-alt star-alt

"null"

8 years ago

Robert H. star-alt star-alt star-alt star-alt star-alt

"I started with Insighly about 3 months ago and everything seemed to be going well. When purchasing the package they made sure and called me everyday to get me signed up. However, (3 months later) the site is now broken down. I can not transfer e-mails from the side bar. Huge problem. Tried calling customer service and they said to E-MAIL the support..." Read more

8 years ago

Dianne S. star-alt star-alt star-alt star-alt star-alt

Group Chair, Vistage UK

"null"

8 years ago

Robin P. star-alt star-alt star-alt star-alt star-alt

Director of Operations, TriTex Insurance

"How easy it is to use. There is really no learning curve. When I am out of the office I feel like I have my clients file in the palm of my hand."

8 years ago

Dan C. star-alt star-alt star-alt star-alt star-alt

Owner, Cooper Close Consultants

"Some nice features for CRM good integration with calendars"

8 years ago

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

"null"

8 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."

8 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."

8 years ago

Rob J. star-alt star-alt star-alt star-alt star-alt

COO, Plum Productions

"I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer."

8 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."

8 years ago

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

"null"

8 years ago

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

"Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve."

8 years ago