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Insightly CRM Reviews & Testimonials

4.3 (1,453)

Reviews: 1,453


5
51%
4
33%
3
10%
2
3%
1
3%

84% of customers would recommend Insightly CRM

Frank L. star-alt star-alt star-alt star-alt star-alt

Captain, Yacht Broker, Self Employed , Lecardo Marine Consulting LLC

"Insightly has been a real game changer for me, there is no way that I could keep track of all my customers, leads, and projects without it. And the free version is great for people just starting out with not budget for CRM systems."

6 years ago

Stacy C star-alt star-alt star-alt star-alt star-alt

"It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us."

6 years ago

Cheryce E. star-alt star-alt star-alt star-alt star-alt

Virtual Assistant, Professional service

"This software is web-based, easy to use and inexpensive. Insightly offers a simple way to keep track of customer details and notes. Also good to use as a database for easy search."

6 years ago

Antonio B. star-alt star-alt star-alt star-alt star-alt

Auxiliar administrativo, Carreras Grupo Logístico

"null"

6 years ago

Nancy D. star-alt star-alt star-alt star-alt star-alt

Co-Founder, WILLO

"For a small operation like mine, this is an outstanding CRM tool that does what I need. I love the way I can access my emails, events and notes by multiple channels including opportunities, projects, contacts or companies. As a company with two principals, this has everything we need in a CRM to share information."

6 years ago

Brad N

Brad N star-alt star-alt star-alt star-alt star-alt

"the dash board was pretty. offered nice insight into wins"

6 years ago

Administrator in Veterinary star-alt star-alt star-alt star-alt star-alt

"Easy login. Easy interface. The tagging system is extremely helpful as well."

6 years ago

User in Security and Investigations star-alt star-alt star-alt star-alt star-alt

"It's great for monitoring the sales pipeline and managing customer relationships. What I like about this software is the ability to change the dashboard. From the pending tasks, the graphics and the list of deals. Everything can be adjusted to the needs of the user, simply by dragging "cards". It is versatile and multi-functional, it organizes customer conta..." Read more

6 years ago

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

"It's power content-management software that's affordable and easy to use, but can grow to be much more than that. It can encompass more functions of your business marketing as you need it to."

6 years ago

User in Financial Services star-alt star-alt star-alt star-alt star-alt

"Low cost and easy sign up. Can customize fields for your specific industry. Great integration with G-suite."

6 years ago

User in Graphic Design star-alt star-alt star-alt star-alt star-alt

"It is an intuitive CRM presents a modern and organized interface. The leads management features are very useful for our business, help us to establish clearly defined business goals. The graphic display sales pipeline is essential for our team as we can see in perspective the sales process and each of its stages. Metrics offered are key to understanding the..." Read more

6 years ago

Nikolina O

Nikolina O star-alt star-alt star-alt star-alt star-alt

"I like that the program is free, I also really like the feature with your gmail where you can automatically have it add opportunities with the click of a button. I have used that feature and it really has saved me alot of time. The work flow option is nice. I really like that you can assign tasks to other people and yourself you can add tasks to each opportu..." Read more

6 years ago

Piyush J. star-alt star-alt star-alt star-alt star-alt

Network Engineer, BT

"null"

6 years ago

Victoria B. star-alt star-alt star-alt star-alt star-alt

"null"

6 years ago

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

"Insightly was a great CRM for our team. We used the software for over 2 years with no major issues. More expensive solutions may be available but the value addition may need to be looked at."

6 years ago

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

"Insightly is one of those apps that you may not even have realised you really need but once you start using it you just don't know how you survived without them. It's truly a revolutionary CRM tool that makes your to-do list simple and straightforward. Must try it"

6 years ago

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

"I cant think of single thing that I like about Insightly. It has to be the worst software we have ever used. There are lots of fake reviews claiming it is good. It isn't."

6 years ago

Cassandra B.

Cassandra B. star-alt star-alt star-alt star-alt star-alt

Outreach Coordinator, Athena Study Abroad

"Would recommend to anyone. It is really useful and has all the information I need for my job. It is really user friendly, I can just type in what I need and everything is there. It can house a lot of information too."

6 years ago

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

"My overall experience has been nearly great. It allows me to track my leads for my real estate developments. Insightly is easy to use thanks to its intuitive interface. The integrations with GMail make it really quick to send out emails and update your customer's contact details."

6 years ago

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

"Insightly is a really cool CRM that I mostly used as a secondary database to maintain a list of Key Contacts for our organization. The link feature is great when you want to make sure you are keeping track of connections and know who to contact when you want to reach certain targets. Being able to bcc an email and log your communications is really handy, too..." Read more

6 years ago

Ann M. star-alt star-alt star-alt star-alt star-alt

Project Manager, Boeing

"null"

6 years ago

Norman David A.

Norman David A. star-alt star-alt star-alt star-alt star-alt

Recovery Specilist, AT&T

"Overall good, just not the perfect fit for us. Good layout, easy to get an overall picture of prospects"

6 years ago

Administrator in Music star-alt star-alt star-alt star-alt star-alt

"Insightly offers a logically structured CRM software that helps to organize your business. Helpful features include tags, ability to assign tasks directly, link emails to Insightly to see the thread directly in the software, visually see progress/percent completion on tasks, and more."

6 years ago

Melissa W

Melissa W star-alt star-alt star-alt star-alt star-alt

"It works well for our brokers. They can keep track of their projects and financials."

6 years ago

John B.

John B. star-alt star-alt star-alt star-alt star-alt

Principal, Treadwell LLC

"It successfully organizes our sales opportunities and successes. That's the most important thing. The report writer is basic, but very functional. I enjoy how simple it is to connect different records together."

6 years ago