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Insightly CRM Reviews & Testimonials

4.3 (1,446)

G2 Reviews: 861


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

88% of G2 users would recommend Insightly CRM

  861 reviews
  4.4/5 average rating

Megan P star-alt star-alt star-alt star-alt star-alt

"I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on."

7 years ago

Mark W star-alt star-alt star-alt star-alt star-alt

"Solid product, Simple customization, Good reporting, Responsive support & account rep."

7 years ago

Gerard L star-alt star-alt star-alt star-alt star-alt

"Design and fact that is free, easy to use and help me to be operational in 1 day"

7 years ago

Administrator in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"The links between people and their relationships."

7 years ago

User in Legal Services star-alt star-alt star-alt star-alt star-alt

"I like that one is able to move from one page to another and using the notes is helpful for this line of business."

7 years ago

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

"I love that they have free version that you can use and that you have an option to upgrade to a paid version."

7 years ago

Amy C star-alt star-alt star-alt star-alt star-alt

"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."

7 years ago

Executive Sponsor in Aviation & Aerospace star-alt star-alt star-alt star-alt star-alt

"Having the application web based makes it very flexible."

7 years ago

Linda P star-alt star-alt star-alt star-alt star-alt

"I enjoy how I may easily compose emails, check notes, verify info, and see when my emails have recently been read on Insightly. Is actually all right there in addition to I may easily create web templates that insert the consumers name when just mailing out the template. Is actually absolutely fantastic! Also, realizing the percentage rate regarding my email..." Read more

7 years ago

Kayja B star-alt star-alt star-alt star-alt star-alt

"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."

7 years ago

Deena S star-alt star-alt star-alt star-alt star-alt

"Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!"

7 years ago

User in Oil & Energy star-alt star-alt star-alt star-alt star-alt

"I like how easy the platform is to use. It doesn't require much experience with CRM's. It is user friendly and intuitive."

7 years ago

Agency in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."

7 years ago

Brandie E star-alt star-alt star-alt star-alt star-alt

"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."

7 years ago

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

"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more

7 years ago

User in Legal Services star-alt star-alt star-alt star-alt star-alt

"quik excess to client portals, diversity especially with email access. other tools that are avail when you dont have to go anywhere else to find what you need for clients. Excellent site"

7 years ago

Administrator in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"I like the fact that you can link Gmail to Insightly. Also, you can assign tasks to your co workers and it gives you reminders to make sure you don't miss your tasks."

7 years ago

Scott M star-alt star-alt star-alt star-alt star-alt

"The best part about this software is that it worked well with multiple platforms."

7 years ago

User in Commercial Real Estate star-alt star-alt star-alt star-alt star-alt

"Ease of use Simple Clean Syncs with email"

7 years ago

Corbin B star-alt star-alt star-alt star-alt star-alt

"I like that all my info is kept together"

7 years ago

User in Publishing star-alt star-alt star-alt star-alt star-alt

"The diversity of reports that one can construct, the easiness to link with e-mail programmes"

7 years ago

Sarah C star-alt star-alt star-alt star-alt star-alt

"It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place."

7 years ago

John H star-alt star-alt star-alt star-alt star-alt

"Simplicity, great UI, integrates well with other platforms."

7 years ago

Mike M star-alt star-alt star-alt star-alt star-alt

"I like that Insightly keeps me organized with all my contacts, projects and current quotes. Whether I am in building the business in the office or on the road visiting customers, I can find the contact info I need and double check on the status of various projects all in one spot. No need to flip back and forth between email, and hard drives. No worries abou..." Read more

7 years ago

User in Law Practice star-alt star-alt star-alt star-alt star-alt

"Best thing that ever happened was when your talented developers enabled features in Insightly that instantly link-connect-merge Outlook email to Insightly's corresponding legal project. Amazing and incredible progress and timesaver!!!"

7 years ago