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Insightly CRM Reviews & Testimonials

4.3 (1,446)

Reviews: 1,446


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

84% of customers would recommend Insightly CRM

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

"Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what."

7 years ago

User in Health, Wellness and Fitness star-alt star-alt star-alt star-alt star-alt

"Its Free. Its Simple, and a great way to manage contacts and current sales deals."

7 years ago

User in Consumer Goods star-alt star-alt star-alt star-alt star-alt

"the ease of the UX - everything is so easy to find"

7 years ago

Allison K star-alt star-alt star-alt star-alt star-alt

"It was a great way to get our feet wet with a CRM. We are a small business ..." Read more

7 years ago

Jennifer S star-alt star-alt star-alt star-alt star-alt

"how user friendly Insightly is and was able to adapt it better to our company"

7 years ago

Kelsey B. star-alt star-alt star-alt star-alt star-alt

Recruiting Coordinator, Altig - American Income Life Insurance Company

"null"

7 years ago

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

"I like that you an book up quick books to insightly"

7 years ago

User in Government Administration star-alt star-alt star-alt star-alt star-alt

"The best thing I like about Insightly is how you can import mass amounts of contacts easily."

7 years ago

McKenna M star-alt star-alt star-alt star-alt star-alt

"I like that it saves all my previous communications with my leads."

7 years ago

Ann Heidingsfelder M star-alt star-alt star-alt star-alt star-alt

"The user friendly interface; Clean dashboard experience"

7 years ago

User in Online Media star-alt star-alt star-alt star-alt star-alt

"Ease of use for all levels and the free version was perfect."

7 years ago

Will B. star-alt star-alt star-alt star-alt star-alt

VE, BPO

"I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company."

7 years ago

Jimmy W star-alt star-alt star-alt star-alt star-alt

"I love that I can log in from anywhere; home, office, library, mobile devices, etc. It's the easiest CRM I've used since Goldmine."

7 years ago

User in Consumer Electronics star-alt star-alt star-alt star-alt star-alt

"Having all the contact details is really good"

7 years ago

Administrator in Legal Services star-alt star-alt star-alt star-alt star-alt

"The task list and integration with Gmail"

7 years ago

User in Machinery star-alt star-alt star-alt star-alt star-alt

"I like how you you can classify existing vs. potential customers"

7 years ago

Christopher L star-alt star-alt star-alt star-alt star-alt

"You can link everything with the platform. People, organisation, task and calendar. You can also sync with your email so you can track your exchange with a prospect. And hoo.. the App is great for when you are on the road so you can access all your prospect data from your phone."

7 years ago

User in Religious Institutions star-alt star-alt star-alt star-alt star-alt

"Love the easy to use interface. Our team has learned to use this and it's been a wonderful asset to connecting with our clients. The phone app is great."

7 years ago

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

"Applies contacts to projects and tasks and organizes important correspondence through email tagging."

7 years ago

Kim R star-alt star-alt star-alt star-alt star-alt

"Easy to use and simple layout/interface. Mobile Apps Email templates Gmail integration"

7 years ago

Laurie A star-alt star-alt star-alt star-alt star-alt

"If I could have understood the training a bit better on the sorting and marketing aspects, I couldn't seem to get the fields organization down!"

7 years ago

Nicholas D

Nicholas D star-alt star-alt star-alt star-alt star-alt

"I have really appreciated the automated workflows that Insightly has afforded us going from opportunity to project and creating tasks based on where things are in the process. It has also really helped us keep track of certain subsets of clients that require certain actions with Tags. For instance, we have a set of clients with the Maintenance tag that r..." Read more

7 years ago

Administrator in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

"As a non-profit, I appreciate the range of features available in Insightly's free version. It also has reasonable price points for its paid version that we will likely utilize as we grow."

7 years ago

Jason M

Jason M star-alt star-alt star-alt star-alt star-alt

"I utilize about 10 different CRMs in my office. I just started using Insightly and find it to be an incredibly fluid experience. It is intuitive, responsive, offers a ton of functionality, and is easily one of the best $/value CRMs available."

7 years ago

Daisy Q. star-alt star-alt star-alt star-alt star-alt

PA, Mortgage

"It features a lot of products to keep track of business, marketing tools and easy to store contacts"

7 years ago