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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

Patrick F.

Patrick F. star-alt star-alt star-alt star-alt star-alt

Enrollment & Technology Manager, Smith College

"Automatic workflow is a great feature. Send emails anytime with their scheduler. It manages projects and tracks communications, tasks and documents in a all on their platform. Some CRMs have way more than you need and you can get lost, this one has less features but sometimes less is more."

7 years ago

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

"Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails. Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing."

7 years ago

Shelley H. star-alt star-alt star-alt star-alt star-alt

Marketing Manager, Town and Mountain Realty

"I like that there is a free version and that it can connect with a ton of other programs and apps that can help you along the way."

7 years ago

Mike N. star-alt star-alt star-alt star-alt star-alt

Co-Founder, Focus Forward Media

"It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients."

7 years ago

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

"Integrates with Office 365, Gmail, Slack, Mailchimp, and QuickBooks fairly seamlessly, and has many more integrations as well depending on which programs you're already using. The mobile app has a great UI and pulls data from a variety of sources (your contacts, emails, and so many more) so you really have one true source of data and aren't duplicating anyth..." Read more

7 years ago

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

"I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it."

7 years ago

Jonathan H.

Jonathan H. star-alt star-alt star-alt star-alt star-alt

Co Founder: Information Systems & Content Manager, Market Tank

"Its great at what it does, just make sure you know its not going to fix everything. This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche."

7 years ago

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