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Insightly CRM Reviews & Testimonials

4.3 (1,455)

Reviews: 1,455


5
51%
4
33%
3
10%
2
3%
1
3%

84% of customers would recommend Insightly CRM

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."

8 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."

8 years ago

Tony C star-alt star-alt star-alt star-alt star-alt

"The Insightly api is fantastic. From the perspective of a developer and systems integrator, ease of use and reliability are necessary. insightly hits all the bases."

8 years ago

Amelia Q

Amelia Q star-alt star-alt star-alt star-alt star-alt

"Easy to use Tick boxes Can re order list by time added etc. Colours easy on the eye Multiple user access Clearly organised"

8 years ago

Tawanda J. star-alt star-alt star-alt star-alt star-alt

Independent Consultant, IT Works

"null"

8 years ago

Agency in Insurance star-alt star-alt star-alt star-alt star-alt

"I like the simplicity of the layout in both the browser and app."

8 years ago

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

"How intuitive it is to use with opportunities."

8 years ago

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

"The ability to optimize workflow and customize reports to review workflows and manage teams."

8 years ago

Consultant in Security and Investigations star-alt star-alt star-alt star-alt star-alt

"platform is easy to use. and understand features."

8 years ago

Megan P star-alt star-alt star-alt star-alt star-alt

"I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on."

8 years ago

Mark W star-alt star-alt star-alt star-alt star-alt

"Solid product, Simple customization, Good reporting, Responsive support & account rep."

8 years ago

Gerard L star-alt star-alt star-alt star-alt star-alt

"Design and fact that is free, easy to use and help me to be operational in 1 day"

8 years ago

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

"Insightly was the first CRM we used for a really long time. It's complete and integrates well with third party apps."

8 years ago

Richard H. star-alt star-alt star-alt star-alt star-alt

Data Scientist, BlueFrog Media Ltd

"You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version."

8 years ago

E'lona M. star-alt star-alt star-alt star-alt star-alt

Agency Owner, Moore Relations

"Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will ge..." Read more

8 years ago

Brooke B. star-alt star-alt star-alt star-alt star-alt

Graphic Designer, Financial Services

"The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there."

8 years ago

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

"I liked that it held all my contacts in one place but that's about it. It just wasn't right for my needs."

8 years ago

Victoria D.

Victoria D. star-alt star-alt star-alt star-alt star-alt

President, Students for Haiti Inc.

"I was able to organize/store contact information of donors, stakeholders, and other people of interest for my non-profit organization."

8 years ago

Evan C. star-alt star-alt star-alt star-alt star-alt

Sales, Conservatory Craftsmen

"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"

8 years ago

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

"Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail."

8 years ago

Alexander N. star-alt star-alt star-alt star-alt star-alt

Tax Professional, Right Taxes for Right People

"It is help me to organize my work flow. Free version and reasonable price for other plans. A lot of free integration, include for free version."

8 years ago

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

"The links between people and their relationships."

8 years ago

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

"Keeping track of clients and conversations and emails. So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is."

8 years ago

Josh T.

Josh T. star-alt star-alt star-alt star-alt star-alt

President, Studeo Productions

"I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton."

8 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."

8 years ago