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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

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

"Nothing special, it s a CRM like many others."

6 years ago

Ted T.

Ted T. star-alt star-alt star-alt star-alt star-alt

Account Manager, McKinnon-Mulherin Inc.

"I really enjoy using Insightly, overall. It has helped our team collaborate extensively, and has really cut down on back and forth on account ownership/account coordination/etc. I highly recommend it!"

6 years ago

Andrew C

Andrew C star-alt star-alt star-alt star-alt star-alt

"The sidebar navigation makes a lot of sense, and that is about it."

6 years ago

Candice S. star-alt star-alt star-alt star-alt star-alt

Owner, Brooklyn Outdoor

"insightly has been a game changer for our organization. We love the customization features and the fact that it doesn't run us - we run it."

6 years ago

Qiang M. star-alt star-alt star-alt star-alt star-alt

Sales engineer, AEchem Scientific Cooperation

"This software is fairly easy to use and the price is reasonable for a small/medium business. It is also very easy to set up and implement it."

6 years ago

User in Textiles star-alt star-alt star-alt star-alt star-alt

"I like the task page the best. I can assign tasks to a sales rep and then I can see when it's complete. I also like that the tasks are public to everyone"

6 years ago

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

"The cost is great compared to other CRMs. I has all the basic features that one needs in a basic CRM. Setup and importing data is relatively simple."

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

Devin M star-alt star-alt star-alt star-alt star-alt

"Insigfhtly makes it easy to import and export leads and files. It also does some report generation making it easier to visualize numerics."

6 years ago

Renea H

Renea H star-alt star-alt star-alt star-alt star-alt

"I love Insightly!!! Super easy to use, even for a beginner! My assistant found it to be very user friendly. She had never used a CRM before. The learning curve for her was very short. Their new design on their site is FANTASTIC! They also have Slack integration!!"

6 years ago

Lawrence G.

Lawrence G. star-alt star-alt star-alt star-alt star-alt

Head of Operations, All In The Loop

"Super easy to use for both team members and administrators"

6 years ago

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

"For G Suite users, you'll have a CRM directly linked to your inbox. Insightly is easy to use and there are lots of features to allow you to customize the CRM to your liking. Insightly is competitively priced and they also offer a free version."

6 years ago

Valentina S star-alt star-alt star-alt star-alt star-alt

"We use insightly every day it helps us to be more organized and to keep track of our progress. Insightly is a great tool to communicate and share files with project managers and office managers. Its a great way to view progress on current projects. The open calendar was another great way to keep track of the projects progress. It is user friendly and intuiti..." Read more

6 years ago

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

"The CRM functions in Insightly have been useful to my business. Overall, I found lots of small issues and bugs, and when I reached out to customer support, I had significant delays in the response time. Most of the time, the bugs would vanish before the support team had a chance to respond to me."

6 years ago

Raghu N. star-alt star-alt star-alt star-alt star-alt

Sr. Research & Project Analyst, Trelleborg Sealing Solutions

"null"

6 years ago

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."

7 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."

7 years ago

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

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

7 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:-(."

7 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."

7 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."

7 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

7 years ago

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

"Enjoy how easy data import is and interface"

7 years ago