Insightly CRM logo

Insightly CRM Reviews & Testimonials

4.3 (1,435)

Capterra Reviews: 585


5
35%
4
42%
3
15%
2
4%
1
5%

77% of Capterra users would recommend Insightly CRM

  585 reviews
  4/5 average rating

Alex M. star-alt star-alt star-alt star-alt star-alt

"Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great."

2 years ago

Ashley E. star-alt star-alt star-alt star-alt star-alt

"It has task management but not the most intuitive"

2 years ago

Rosalina M. star-alt star-alt star-alt star-alt star-alt

"Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elem..." Read more

2 years ago

Erica F. star-alt star-alt star-alt star-alt star-alt

"The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company."

2 years ago

Anupam T. star-alt star-alt star-alt star-alt star-alt

"Overall experience is not good as compared to Netsuite by Oracle or Salesforce. The software looks good, and easy to use."

2 years ago

Jovanny S. star-alt star-alt star-alt star-alt star-alt

"its very intuitive. very easy to use, finding ways to navigate very simple and easy"

2 years ago

alvaro p. star-alt star-alt star-alt star-alt star-alt

"ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction."

2 years ago

Marco B. star-alt star-alt star-alt star-alt star-alt

"We use it as a small team. The dashboard and analytics are great and provide a lot of insights."

2 years ago

Bernardo A. star-alt star-alt star-alt star-alt star-alt

"Overall, Insightly has been a great choice for our CRM needs. Its intuitive platform and easy-to-use features make it a great tool for customer relationship management."

2 years ago

Priyansh K. star-alt star-alt star-alt star-alt star-alt

"Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system."

2 years ago

Enni N. star-alt star-alt star-alt star-alt star-alt

"My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job."

2 years ago

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

"I recently started using Insightly to streamline my business and it has been a game-changer. It's so easy to use, with all the features I need in one place. The customer service is top notch and they are always willing to help me out when I need it. I'm so glad that I found Insightly, it has made my life so much easier!"

2 years ago

Hardik M. star-alt star-alt star-alt star-alt star-alt

Team Leader, Tatvam

"I've been using it for over a year now and it has helped me manage my team's leads, organize events, and keep in touch with my prospects. The ease of use is fantastic, the customer service is amazing, and it's a great tool for any size organization. I would highly recommend this to anyone looking for a new CRM!"

2 years ago

Shivansh B. star-alt star-alt star-alt star-alt star-alt

Founder & CEO, SB Digital

"What I really like about the tool is that how simple it is to create customized reports. I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have everything I need in under a single dashboard. That's very useful."

2 years ago

victoria c. star-alt star-alt star-alt star-alt star-alt

assistant, St George´s

"now we are more organized, we answer our consultations faster because of having everything in the same place!. the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place"

2 years ago

Juana S. star-alt star-alt star-alt star-alt star-alt

admissions officer, St George´s

"now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead"

2 years ago

Nicholas M. star-alt star-alt star-alt star-alt star-alt

Utilities Supervisor, Bright Planet Solar

"Pretty good. I like the reports. They function well and help us track projects."

2 years ago

Amanda T. star-alt star-alt star-alt star-alt star-alt

"Used it daily to manage customers and projects. Didn't have enough features so we switched to hubspot. It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects."

2 years ago

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

"Services were dropped as the time passed / all optional services became additional add-on packages / extremely bad customer service."

2 years ago

Matt H. star-alt star-alt star-alt star-alt star-alt

President, Elevated Networks

"We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across..." Read more

2 years ago

Colleen R. star-alt star-alt star-alt star-alt star-alt

"Its a very basic CRM to keep track of information"

2 years ago

Jonathan S. star-alt star-alt star-alt star-alt star-alt

Executive Director, Yakima County Development Association

"Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at."

2 years ago

Anne K. star-alt star-alt star-alt star-alt star-alt

Director Operations, Communico

"I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly..." Read more

2 years ago

Rachel B. star-alt star-alt star-alt star-alt star-alt

Proposal Review Director, BPS

"My overall experience is really good. When I am working with AppConnect, I feel I get limited support on what issues I am encountering."

2 years ago

Scott R. star-alt star-alt star-alt star-alt star-alt

"Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a organization"

2 years ago