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Insightly CRM Reviews & Testimonials

4.2 (1,389)

G2 Reviews: 804


5
61%
4
27%
3
8%
2
2%
1
2%

88% of G2 users would recommend Insightly CRM

  804 reviews
  4.4/5 average rating

  Showing 3 star reviews only  

User in Events Services star-alt star-alt star-alt star-alt star-alt

"Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs."

6 years ago

User in Logistics and Supply Chain star-alt star-alt star-alt star-alt star-alt

"I like that it integrates into gmail and makes collaboration easy"

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

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

"Clean interface, pricing, integration with MailChimp"

6 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."

6 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

6 years ago

Consultant in Consumer Goods star-alt star-alt star-alt star-alt star-alt

"most features are easy to navigate and easy to follow"

6 years ago

Silke B star-alt star-alt star-alt star-alt star-alt

"I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not..." Read more

6 years ago

User in Professional Training & Coaching star-alt star-alt star-alt star-alt star-alt

"It's free. It holds a lot of great information and has good connectivity with other apps. The email integration. The deals and opportunities tracking."

6 years ago

McKenna M star-alt star-alt star-alt star-alt star-alt

"I like that it saves all my previous communications with my leads."

6 years ago

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

"Having all the contact details is really good"

6 years ago

Arpan S star-alt star-alt star-alt star-alt star-alt

"As advertised Insightly manages projects and tracks contacts, communications, sales, projects, tasks and documents in a single platform. It performs nicely on mobile but does not hold up well on a web-based browser. Also the ability to integrate with many popular software such as mailchimp and Dropbox can be very useful."

6 years ago

Administrator in Human Resources star-alt star-alt star-alt star-alt star-alt

"It has the ability to save email directly from Gmail"

6 years ago

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

"pricing/easy of use i have really enjoyed it"

7 years ago

User in Public Safety star-alt star-alt star-alt star-alt star-alt

"The filter allowed me to look at different groups easily. I can find notes, contact info, and history quickly."

7 years ago

User in Public Relations and Communications star-alt star-alt star-alt star-alt star-alt

"Uncluttered, familiar look and feel. Fully cloud based."

7 years ago

User in Facilities Services star-alt star-alt star-alt star-alt star-alt

"I like how it integrates with gmail which is what we use."

7 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"

7 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"

7 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."

7 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."

7 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."

7 years ago

User in Computer Software star-alt star-alt star-alt star-alt star-alt

"I liked that it was simple to use at first. Easy to upload lists, as well."

7 years ago

Niamh L

Niamh L star-alt star-alt star-alt star-alt star-alt

"I like the cost - it's free! That's hard to beat. There is also lots of webinars available and good customer service to ask questions."

7 years ago

Robby M star-alt star-alt star-alt star-alt star-alt

"It was easy to get started. Probably one of the more user-friendly applications."

7 years ago