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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

Clifford S. star-alt star-alt star-alt star-alt star-alt

President, energy construction environmental corporation llc

"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."

7 years ago

Yashar Soushyant Z. star-alt star-alt star-alt star-alt star-alt

CEO , Chairman, Managing Director, Ourmazd Sheed Azhaman

"null"

7 years ago

Joe S star-alt star-alt star-alt star-alt star-alt

"It is one of the few decent platforms that combine CRM and Project Management in one place."

7 years ago

Stephen T. star-alt star-alt star-alt star-alt star-alt

President, Stephen Taylor & Associates Ltd.

"The free version would be great for a beginning coaching or consulting practice. Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye.."

7 years ago

Michael F. star-alt star-alt star-alt star-alt star-alt

Owner, Pursuit Training

"I've outlined in the previous messages. I love the functionality of it along with the ability to lead projects with my team. It would be helpful if there were some "how to start" training videos I could give to anyone new to the team."

7 years ago

Alejandra M. star-alt star-alt star-alt star-alt star-alt

Property Manager, Westport Realty, Inc.

"Great program but there are others like it. When you first logging and being using the program there are a lot of mini training helpful hints that help you learn to navigate through the program. Its easy to learn to use."

7 years ago

Jose R. star-alt star-alt star-alt star-alt star-alt

President, Marketing & Advertising

"Very user-friendly, useful functionalities as part of the basic offer. Very little configuration required while it integrates with gmail tools or others."

7 years ago

Michael E. star-alt star-alt star-alt star-alt star-alt

Account Executive, Professional Placement Partners

"Cost of this CRM is one of my the best features. This is an easy to use CRM for small to midsized businesses. If you want to utilize the free version, you may be able to get everything you need with that alone. I also appreciate that they offer a free trial which makes signing up and figuring out if they will work for you, a breeze!"

7 years ago

Stacy M. star-alt star-alt star-alt star-alt star-alt

Manager , Health and Housing

"I love the how the dashboard reflects real time information and the opportunity reports are extremely helpful."

7 years ago

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

"It is a simple and cloud based solution at a lower cost than Salesforce"

7 years ago

Joel B.

Joel B. star-alt star-alt star-alt star-alt star-alt

Technology Consultant, OneStrand

"We finally have a CRM that fits our budget, is easy to use, integrates with our other company software, and has all the features we need."

7 years ago

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

"Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product cont..." Read more

7 years ago

Kyle B. star-alt star-alt star-alt star-alt star-alt

Major Account Manager, Computer Software

"Started with a trial and then purchased insightly for tracking my consulting customers. The tool is very very intuitive and works great for consultants and people maintaining a large database of customers through various stages of the sales lifecycle. The app is great and the support was wonderful."

7 years ago

Trisha M. star-alt star-alt star-alt star-alt star-alt

HR Director, Urgent Medical Staffing Solutions, LLC

"This software is a great investment and allows for organization for various things all at once. The ease of being able to keep records for employees right on their profile. This software allows for creating and organizing various aspects of managing a company, current, prospect, former employees, allows for tracking upcoming tasks."

7 years ago

Lindsay F.

Lindsay F. star-alt star-alt star-alt star-alt star-alt

Quality Assurance Analyst, Slingshot, Inc.

"I used this software for a few months, and I would recommend it to a friend. In fact, I did recommend it to a family member. This project management software is easy to use, and you can put A LOT of information in. I mean, you can have multiple projects, multiple facets within those projects, and then details and updates about what is going on everyday! It's..." Read more

7 years ago

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

"We used Insightly when we started our business and it was helpful to keep track of all the clients. I also like that it has an app as well."

7 years ago

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

"Tasks can be created for anything as little reminders and get emailed to your inbox"

7 years ago

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

"Insightly is easy to use and get going. I liked the flexibility of sales, relationships, and projects, and they've done a great job updating and focusing on various industries. I also like how it would integrate pictures and some aspects of LinkedIn."

7 years ago

Sergey P. star-alt star-alt star-alt star-alt star-alt

Project Manager, Sokol webstudio

"Helps to have client information organized. It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any)."

7 years ago

User in Financial Services star-alt star-alt star-alt star-alt star-alt

"The cloud based system thats easy to use and also has an app"

7 years ago

Donald R star-alt star-alt star-alt star-alt star-alt

"The format is user friendly and intuitive."

7 years ago

User in Medical Devices star-alt star-alt star-alt star-alt star-alt

"Layout is straightforward, easy to understand."

7 years ago

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

"The connecting of tasks, contacts, projects is a great feature."

7 years ago

Consultant in Import and Export star-alt star-alt star-alt star-alt star-alt

"The program is simple amd intuitive to use, and can be shares with one co-worker. It gives the ability to focus on matters that can bring margin, and avoid losjng time."

7 years ago

Natalia B star-alt star-alt star-alt star-alt star-alt

"I like the fact that it keeps all the contacts as well as their details in one place. I also like how it integrates with other systems that I use. For me, it's a one-stop shop to view partners, details, and all related purchasing and pricing of materials sold as well as potential sales."

7 years ago