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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

Whitney W star-alt star-alt star-alt star-alt star-alt

"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."

8 years ago

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

"I like how it is simple to use, but flexible enough to customize for different pipeline models"

8 years ago

Administrator in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."

8 years ago

Doug M

Doug M star-alt star-alt star-alt star-alt star-alt

"Love that it's easy to use and free for up to 2 users! The new GMail integration makes this a real winner. Before then the sorting of e-mails was way too manual and a pain. Love the fact that there's also an iPhone app and the web version is great too!"

8 years ago

Anna B star-alt star-alt star-alt star-alt star-alt

"It is simple to navigate and keeps all my info central"

8 years ago

Brian G star-alt star-alt star-alt star-alt star-alt

"Support and functionality. Team was extremely helpful."

8 years ago

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

"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."

8 years ago

Administrator in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Ease of use, reporting and overall flow of lead to project"

8 years ago

Andrew J star-alt star-alt star-alt star-alt star-alt

"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."

8 years ago

User in Management Consulting star-alt star-alt star-alt star-alt star-alt

"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."

8 years ago

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

"That I can access my projects from the office or from home. And that team members can quickly catch up on a job if I'm not around"

8 years ago

Consultant in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"BBC emails to keep track of them as Opportunities. Trying to follow up with prospects in my email isn't always effective even when I have tried to keep folders for them. With so many incoming emails, I would rather have the prospects logged in a different set up so that I can run through them all at once without having to do the email scavenger hunt. The rep..." Read more

8 years ago

Daniel S star-alt star-alt star-alt star-alt star-alt

"Free platform. Endless supports from the developer, I had an easy time talking to the customer rep and this is something new other CRM software offers to "free user" This is amazing customer service. I found this very surprising product coming from the small company. Lots of functions are included in the platform."

8 years ago

Nicole B

Nicole B star-alt star-alt star-alt star-alt star-alt

"I think that insightly is easy to use and very useful"

8 years ago

Administrator in Outsourcing/Offshoring star-alt star-alt star-alt star-alt star-alt

"The interface is simple yet you have everything you need in one page."

8 years ago

Laura R star-alt star-alt star-alt star-alt star-alt

"Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM."

8 years ago

User in Staffing and Recruiting star-alt star-alt star-alt star-alt star-alt

"Insightly allows me to keep all my contacts and tasks organized. I receive email alerts when I have tasks due and the set-up was simple."

8 years ago

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

"Allows me to manage customer relations with such each."

8 years ago

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

"I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases."

8 years ago

User in Consumer Electronics star-alt star-alt star-alt star-alt star-alt

"Easy to navigate and has a lot of features that are worthwhile."

8 years ago

Jaime S star-alt star-alt star-alt star-alt star-alt

"Intuitive, easy to use interface. A decent level of customization available and good canned reporting options."

8 years ago

User in Education Management star-alt star-alt star-alt star-alt star-alt

"It's easy to use, great free version, can import/export excel contacts spreadsheet, set us reminders, pipelines etc.."

8 years ago

Administrator in Industrial Automation star-alt star-alt star-alt star-alt star-alt

"We really like how easy it is to use and manage Insighly. The company is very easy to work with as well."

8 years ago

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

"I love the layout of Insightly, I can see where emails are or where we are at on a project. Also, emails CAN be linked to one another and projects to know where communication is. Additionally, I appreciated how I could create our own work flows and visually see the progress. This was handy to quick take a look at what needed to be done next."

8 years ago

Tara R star-alt star-alt star-alt star-alt star-alt

"I love how I can easily write emails, check notes, check info, and see if my emails have been read on Insightly. It's all right there and I can easily create templates that insert the customers name when just sending out the template. It's absolutely fantastic! Also, knowing the percentage rate of my emails being opened if a good feature. And it tells me whe..." Read more

8 years ago