Insightly CRM logo

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

Andres J. star-alt star-alt star-alt star-alt star-alt

CEO, atiko7

"Easy to setup. Free tier gives you great tools and could be great for small businesses and entrepreneurs."

6 years ago

Marc C. star-alt star-alt star-alt star-alt star-alt

Commercial Photographer: Google Street View | Trusted, Work Pics

"null"

6 years ago

Carl K. star-alt star-alt star-alt star-alt star-alt

CFO/CTO, Big Bear Vacations

"After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused. The free version does not offer the full capability to assess and the paid version is non-refundable. A typical SW scam."

6 years ago

Ryan W.

Ryan W. star-alt star-alt star-alt star-alt star-alt

Data Analyst, OnRamp Data

"Insightly is a cornerstone of our business, and works well for us right now. Insightly manages all of our leads and contacts very well. It comes with filtering that lets us find targeted leads for our clients."

6 years ago

Shelby L star-alt star-alt star-alt star-alt star-alt

"I like how it can track everything you do."

6 years ago

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

CFO, Turning Winds Academic Institute

"I followed up with the sales specialist three times before she actually acknowledged that we were working together. The last thing that I heard is that wh was going to get back with me. It has been three weeks and I have sent two additional emails without any response...very poor customer service:-(."

6 years ago

Nicj C. star-alt star-alt star-alt star-alt star-alt

Managing Partner, Flow

"Insightly would be a great beta. However, if you are looking for a developed and smooth interface without a huge learning curve it is not the best choice."

6 years ago

Bianca L. star-alt star-alt star-alt star-alt star-alt

Business Development Manager , Med Aesthetics Group

"Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing."

6 years ago

Gordon M.

Gordon M. star-alt star-alt star-alt star-alt star-alt

IT Support Technician, imagn Solutions

"When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become..." Read more

6 years ago

Administrator in Real Estate star-alt star-alt star-alt star-alt star-alt

"Enjoy how easy data import is and interface"

6 years ago

Administrator in Hospitality star-alt star-alt star-alt star-alt star-alt

"Insightly is a cost efficient alternative to high priced popular CRMs. It's price point and bare-bones setup are its key benefits"

6 years ago

Agency in Internet star-alt star-alt star-alt star-alt star-alt

"The UI is simple and acts as a basic CRM"

6 years ago

User in Research star-alt star-alt star-alt star-alt star-alt

"Easy to navigate. The ability to get a full picture of my client records"

6 years ago

Danny B star-alt star-alt star-alt star-alt star-alt

"Insightly was such an easy program to use. It's perfect for people who haven't used a CRM before."

6 years ago

James D. star-alt star-alt star-alt star-alt star-alt

Director, Technology intelligence Agency

"I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We've had times during training where we were unsure of the functions, but one..." Read more

6 years ago

User in Translation and Localization star-alt star-alt star-alt star-alt star-alt

"I love that Insightly CRM offers a really rich functionality, includes many more features than any other average CRM."

6 years ago

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

"Good collection and organization of data. Powered up with some integrations its a wonderful CRM to get some real business value."

6 years ago

Adir R.

Adir R. star-alt star-alt star-alt star-alt star-alt

Co-Founder & CEO, SquareLoot

"Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at. It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly."

6 years ago

Desirae S. star-alt star-alt star-alt star-alt star-alt

Data Quality Professional, ClientsFirst Consulting

"Overall this is a solid CRM system that offers a great Project Management piece with it and at a great price. I am a Salesforce Consultant with some experience with Dynamics 365 and I personally am considering Insightly for my home business should it continue to grow to a point that I need a CRM."

6 years ago

Austin J. star-alt star-alt star-alt star-alt star-alt

PPC Manager - Account Specialist, Elemerce

"Insightly is a great All-in-one tool to help you manage your business. This CRM can do it all. I like how we can keep all of our clients and leads in one place. As well, we can have tasks for day to day operations to be able to stay on top of our work. The amount of things you can do with insightly is incredible."

6 years ago

Leah C. star-alt star-alt star-alt star-alt star-alt

Productivity Coach, Productive Power

"The searching is pretty simple, it's very easy to search across different fields (search for tasks, contacts, organizations, notes, etc. all at once)."

6 years ago

Bert D. star-alt star-alt star-alt star-alt star-alt

Operations Manager, Cypress Home Technology

"null"

6 years ago

John M. star-alt star-alt star-alt star-alt star-alt

Engineer, JAM Works LLC

"It was functional after frustration because of lack of support. A clever take on a CRM, which includes simple project management and overall has a solid function. Setup was relatively easy, and painless."

6 years ago

Melissa P. star-alt star-alt star-alt star-alt star-alt

Digital Productivity Coach, Productive Power

"I like that we are able to keep track of our clients and somewhat customize our task views to work for our process."

6 years ago

amelia q star-alt star-alt star-alt star-alt star-alt

"Log ins for everyone in the business very clear layout easy and simple to use gives transparency to all integrates with our platform"

6 years ago