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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

Consultant in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"The platform really simplifies the client management process and allowing us to go through the sales process."

7 years ago

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

"My favorite feature of Insightly is the complex filtering abilities."

7 years ago

Vanessa M star-alt star-alt star-alt star-alt star-alt

"I like that it is user friendly. I always find it easy to get through my day with a checkoff list. This product has helped me. I will always recommend it to others. I also like that it is color coordinated and I can organize other tasks to other co-workers of mine. It makes it easy to switch tasks and deleted them as well. The program is great to use on you..." Read more

7 years ago

Jessica A star-alt star-alt star-alt star-alt star-alt

"I like the streamlined process of each category and how easy it is to add each new item."

7 years ago

carlos m star-alt star-alt star-alt star-alt star-alt

"The notes sections, being able to store documents, and linking to emails"

7 years ago

User in Events Services star-alt star-alt star-alt star-alt star-alt

"I can track all quotes without manually having a piece of paper"

7 years ago

Administrator in Management Consulting star-alt star-alt star-alt star-alt star-alt

"Insightly is a very compact, speedy and very easy to use CRM. And, that's what it's about. It's not trying to be a solution for everything to everybody; just doing what it does excellently"

7 years ago

User in Design star-alt star-alt star-alt star-alt star-alt

"The way insightly allows my team to be more organised, and in an organised manner!"

7 years ago

Gabriel D star-alt star-alt star-alt star-alt star-alt

"Great usage of scheduling and keeping track of my clients."

7 years ago

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

"I like that we can set up all the steps we need to get something done. I like that I never forget to do a task because it is right there for me."

7 years ago

User in Food Production star-alt star-alt star-alt star-alt star-alt

"Its on the cloud and accessible for me wherevere I am. However I would rather use in the office on a bigger screen."

7 years ago

Jasmine H star-alt star-alt star-alt star-alt star-alt

"I like how easy it is to navigate & to find what I need, quickly."

7 years ago

Sherine Rose G star-alt star-alt star-alt star-alt star-alt

"I love that all my clients are organized and scheduled without having to worry about missing important dates or appointments. Insightly not only provide me the confidence that I need to perform my job well but the price is the best I found on the web with the features i need for my business."

7 years ago

Paul O star-alt star-alt star-alt star-alt star-alt

"Quick to setup; easy to learn; within the first week I couldn't remember life without Insightly."

7 years ago

Grace H star-alt star-alt star-alt star-alt star-alt

"Insightly is a great tool for SBOs. It integrates easily with other products and is reasonably priced."

7 years ago

Allysa W star-alt star-alt star-alt star-alt star-alt

"Insightly is quick and easy to use! You never have to worry about how to do something. The format is really user friendly. The tags are super helpful for organization"

7 years ago

Jeremy G

Jeremy G star-alt star-alt star-alt star-alt star-alt

"Best in Class CRM that has many features to utilize for businesses of all sizes. The system is great because it doesn’t break the bank while it maintains a high standard of quality."

7 years ago

Yan F. star-alt star-alt star-alt star-alt star-alt

Director , Premium Consulting

"Good contact management system. It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans."

7 years ago

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

"Great CRM solution for a startup business, easy to setup and use, very cost effective. Easy to use and setup, very quickly we could import existing contacts and manage them. We could also enter new contacts and create custom settings to track our opportunities. Also, Insightly has a very good associated iOS app, so easy to enter new leads and manage existin..." Read more

7 years ago

User in Public Relations and Communications star-alt star-alt star-alt star-alt star-alt

"Insightly covers all the essentials for a CRM system: contacts, opportunities, projects and so forth. From an organizational standpoint, Insightly streamlines communication for a sales team to effectively prospect and manage new/existing accounts. Additionally, Insightly has a mobile application that is easy to use from any smart tablet or wireless device."

7 years ago

Donna M. star-alt star-alt star-alt star-alt star-alt

"null"

7 years ago

Adarsh R. star-alt star-alt star-alt star-alt star-alt

CEO, Startship

"It's a specialized tool, so I wouldn't recommend it unless I have the time to sit down and show someone how to set it up. But overall, the platform is robust and scales well as your needs evolve."

7 years ago

Jack R. star-alt star-alt star-alt star-alt star-alt

Principal, Atlanta Commercial Property Services LLC

"Someone made a comment that they wished they had put the program through more strenuous testing before purchase. I do too. I had the same issue, the lack of automatic linking makes this product worthless. I have to spend way too much time making sure everything is linked properly. Which defeats the purpose of having the software make you more efficient. I r..." Read more

7 years ago

Matthew G. star-alt star-alt star-alt star-alt star-alt

Partner, Pine Creek Construction

"Great for client management and task management. I like the ability to customize the text fields to my needs and the task management function is hard to beat."

7 years ago

User in Professional Training & Coaching star-alt star-alt star-alt star-alt star-alt

"It's free. It holds a lot of great information and has good connectivity with other apps. The email integration. The deals and opportunities tracking."

7 years ago