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Insightly CRM Reviews & Testimonials

4.3 (1,446)

G2 Reviews: 861


5
62%
4
26%
3
8%
2
2%
1
2%

88% of G2 users would recommend Insightly CRM

  861 reviews
  4.4/5 average rating

  Showing 5 star reviews only  

Verified User in Technology and ServicesInformation star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike about Insightly CRM?The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems is Insightly CRM solving and how is that be..." Read more

a year ago

Verified User in Technology and ServicesInformation star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?Gmail integration is really good. It allows us to see what's in the pipeline and plan. — What do you dislike about Insightly CRM?The mobile app is just adequate. I would like to be able to do more on my iPad as well. — What problems is Insightly CRM solving and how is that be..." Read more

a year ago

Anish B.

Anish B. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more

a year ago

Anish B.

Anish B. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more

a year ago

Anish B.

Anish B. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app — What problems is Insightly CRM solving and how is that b..." Read more

a year ago

Kratika C.

Kratika C. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more

a year ago

Vanshika G.

Vanshika G. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more

a year ago

Kratika C.

Kratika C. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more

a year ago

Vanshika G.

Vanshika G. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more

a year ago

Kratika C.

Kratika C. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?This is a very user friendly software that makes your work easier. Everything added here is very organised and clean — What do you dislike about Insightly CRM?This doesn't allow you for customisation and you cannot do bulk editing — What problems is Insightly CRM solving and..." Read more

a year ago

Vanshika G.

Vanshika G. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. — What do you dislike about Insightly CRM?Bulk editing is compromised and there are minor glitches in the app. — What problems is Insightly CRM solving and how is that b..." Read more

a year ago

Doug B.

Doug B. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more

a year ago

Doug B.

Doug B. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more

a year ago

Doug B.

Doug B. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are..." Read more

a year ago

Verified User in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team co..." Read more

a year ago

Verified User in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team co..." Read more

a year ago

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

". — What do you like best about Insightly CRM?Easy to use and update records. Training was very helpful. — What do you dislike about Insightly CRM?the reps seem to change often but recently that has not been an issue. — What problems is Insightly CRM solving and how is that benefiting you?Updated our CRM process and kept..." Read more

a year ago

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

". — What do you like best about Insightly CRM?Easy to use and update records. Training was very helpful. — What do you dislike about Insightly CRM?the reps seem to change often but recently that has not been an issue. — What problems is Insightly CRM solving and how is that benefiting you?Updated our CRM process and kept..." Read more

a year ago

Verified User in Market Research star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I personally have not used; i..." Read more

a year ago

Verified User in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! — What do you dislike about Insightly CRM?We have had a few small glitches here and there, but their tech team is so responsive...." Read more

a year ago

Verified User in Market Research star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I personally have not used; i..." Read more

a year ago

Verified User in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! — What do you dislike about Insightly CRM?We have had a few small glitches here and there, but their tech team is so responsive...." Read more

a year ago

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

". — What do you like best about Insightly CRM?Lead and Opportunity tracking on the platform — What do you dislike about Insightly CRM?Some data is not automatically replicated across sections — What problems is Insightly CRM solving and how is that benefiting you?Tracking incoming leads through to the opportunity and con..." Read more

a year ago

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

". — What do you like best about Insightly CRM?Lead and Opportunity tracking on the platform — What do you dislike about Insightly CRM?Some data is not automatically replicated across sections — What problems is Insightly CRM solving and how is that benefiting you?Tracking incoming leads through to the opportunity and con..." Read more

a year ago

Kalle P. star-alt star-alt star-alt star-alt star-alt

". — What do you like best about Insightly CRM?Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. — What do you dislike about Insightly CRM?What i don't like about it is it I am unable to make prosp..." Read more

a year ago