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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  

Charles T star-alt star-alt star-alt star-alt star-alt

"1. Support is great. I've had a few issues figuring things out and they always respond promptly, even for more advanced questions like how to automatically feed leads into the CRM using Zapier. Also their youtube series is great for training and saves me from having to send them a bunch of questions. 2. It's easy to use and doesn't require you to hire a thi..." Read more

10 years ago

Peter B star-alt star-alt star-alt star-alt star-alt

"Covers all the most needed features in a non complicated, usable way. Easy to learn. Make a difference to your business without a very large investment in cash and time. Low risk."

10 years ago

Ryan G star-alt star-alt star-alt star-alt star-alt

"I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic."

10 years ago

Doyle M star-alt star-alt star-alt star-alt star-alt

"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more

10 years ago

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

"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"

10 years ago

Industry Analyst / Tech Writer in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."

10 years ago

Erin M star-alt star-alt star-alt star-alt star-alt

"I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I com..." Read more

10 years ago

Dan M star-alt star-alt star-alt star-alt star-alt

"We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We bui..." Read more

10 years ago

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

"Insightly is a great CRM for a small business. It's much more affordable than alternatives like Pitchbook or Salesforce. It's highly customizable for different businesses. For example, you can design your own sales pipeline that fits your business's standard operating procedures. It's also great for organizing all of your business contacts. By linking those..." Read more

11 years ago

Raven C star-alt star-alt star-alt star-alt star-alt

"The analytics and reporting system is the part of this program that I like the best. It is well laid out and easy to read. We use this to compare month to month and the performance of our entire sales team."

11 years ago

Jennifer B star-alt star-alt star-alt star-alt star-alt

"I like how easy the CRM is to navigate, and the accessibility of the mobile app."

11 years ago

Ruban K

Ruban K star-alt star-alt star-alt star-alt star-alt

"Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click."

12 years ago