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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

Christopher J. star-alt star-alt star-alt star-alt star-alt

CSR, Crosson Agency

"Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses"

7 years ago

User in Entertainment star-alt star-alt star-alt star-alt star-alt

"I love that they have free version that you can use and that you have an option to upgrade to a paid version."

7 years ago

Amy C star-alt star-alt star-alt star-alt star-alt

"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."

7 years ago

Raviv K. star-alt star-alt star-alt star-alt star-alt

Creative Director, R5 Event Design

"None. Zero. Nothing. Not user friendly. Worst customer service experience. Over-proced. Found better softwares with better service and better user experience."

7 years ago

Executive Sponsor in Aviation & Aerospace star-alt star-alt star-alt star-alt star-alt

"Having the application web based makes it very flexible."

7 years ago

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

"We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet."

7 years ago

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

"Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time."

7 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

7 years ago

Hector F. star-alt star-alt star-alt star-alt star-alt

Manager, Trolion

"We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team."

7 years ago

Danielle F. star-alt star-alt star-alt star-alt star-alt

Marketing Assistant, Danielle Lazier + Associates

"Helps with daily job duties and due dates. Also keeps contacts and opportunities organized. Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease."

7 years ago

Shaun H. star-alt star-alt star-alt star-alt star-alt

Automation Strategy, Resolve Systems

"null"

7 years ago

Kayja B star-alt star-alt star-alt star-alt star-alt

"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."

7 years ago

ron r. star-alt star-alt star-alt star-alt star-alt

ceo, NeuroZen Rehab Tech

"I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database."

7 years ago

Chris B. star-alt star-alt star-alt star-alt star-alt

Consultant, Suction Cup Productions

"It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface."

7 years ago

Deena S star-alt star-alt star-alt star-alt star-alt

"Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!"

7 years ago

ARLENE W. star-alt star-alt star-alt star-alt star-alt

Owner, GLD

"I do not have anything negative about the software. I have added files and find it easy to save and edit them."

7 years ago

Nick W. star-alt star-alt star-alt star-alt star-alt

Director, POD CREATIVE (YORKSHIRE) LIMITED

"null"

7 years ago

Brittney M.

Brittney M. star-alt star-alt star-alt star-alt star-alt

Marketing Manager, Elemerce

"It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize."

7 years ago

Millie H. star-alt star-alt star-alt star-alt star-alt

CEO, Team Justincredible

"The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts."

7 years ago

Steven f. star-alt star-alt star-alt star-alt star-alt

co founder, sparkbay

"What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)"

7 years ago

User in Oil & Energy star-alt star-alt star-alt star-alt star-alt

"I like how easy the platform is to use. It doesn't require much experience with CRM's. It is user friendly and intuitive."

7 years ago

Agency in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"Unsightly allows you to organize projects contacts and business development while tracking progress which is great."

7 years ago

Brandie E star-alt star-alt star-alt star-alt star-alt

"This CRM system is very user friendly. Our field guys have no problem using it with little to now help."

7 years ago

Administrator in Computer Software star-alt star-alt star-alt star-alt star-alt

"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more

7 years ago

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

"If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?"

7 years ago