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Insightly CRM Reviews & Testimonials

4.3 (1,446)

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

  Showing 3 star reviews only  

Marjan J. star-alt star-alt star-alt star-alt star-alt

Director of Operations, Just Pure Water Products Inc.

"The user interface looks good and they have a free plan. We were grandfathered into an old plan which was great."

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

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

Paul G. star-alt star-alt star-alt star-alt star-alt

Infrastructure Consultant, iSYSTEMS Integration Ltd

"null"

7 years ago

John J. star-alt star-alt star-alt star-alt star-alt

Manufacturing

"Insightly is incredibly easy to set up and implement for a small team. The ability to combine CRM and Project Management is very useful."

7 years ago

John L. star-alt star-alt star-alt star-alt star-alt

Business Dev and Marketing Manager, Loberg Construction

"Customer isn't first in a company who's software is made to focus on it. I feel betrayed as a customer. It's pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional."

7 years ago

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

"Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user."

7 years ago

Michael V. star-alt star-alt star-alt star-alt star-alt

Owner, Pro-nounce®

"Seems to be plenty of functionality. There is a lot of reporting features, you can find any name any time, whether it's a Lead or Contact."

7 years ago

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

"I like that it stores all the contact information for clients and links up the emails to those accounts."

7 years ago

Jesse R. star-alt star-alt star-alt star-alt star-alt

Director of Fulfillment, 5 Stones Group

"I would recommend it for people who are not concerned about gmail integration. Full featured CRM with a great custom visual pipeline creator. Easy to use Support team is responsive."

8 years ago

Brad E. star-alt star-alt star-alt star-alt star-alt

"Insightly has a great feature-set that covers customer relationship management, project management, and reporting. Very well rounded and balanced app that could meet the needs for teams with relatively simple projects and services."

8 years ago

Michael K. star-alt star-alt star-alt star-alt star-alt

Grand Marketing

"Made the switch to a competitor mostly due to cost difference. Small business with limited funds. It is good functional software but the competitor was slightly better."

8 years ago

Martin G. star-alt star-alt star-alt star-alt star-alt

Senior Operations Engineer, BN.com | NOOK Media

"null"

8 years ago

Ronnie H. star-alt star-alt star-alt star-alt star-alt

Account Specialist, Sykes Enterprises, Inc.

"null"

8 years ago

laura c. star-alt star-alt star-alt star-alt star-alt

Next Insurance

"Using product as our lead generator and replacement for contacts instead of Outlook. Satellite office in Israel so sharing contacts real time."

8 years ago

Suzanne V. star-alt star-alt star-alt star-alt star-alt

HR Coordinator , Iron horse brewery

"Our company used nightly for about a year. It helped us keep projects organized by allowing us to outline the steps, assign people to tasks, and send automatic reminders."

8 years ago

Vincent S. star-alt star-alt star-alt star-alt star-alt

Head of EU Mobile Strategy (SME & CX), Samsung Mobile

"null"

8 years ago

Michael S. star-alt star-alt star-alt star-alt star-alt

Owner, Groovy house handyman services

"I really needed a way to synchronize all my events keep track of clients... Overall inslightly is okay and much better than nothing but I've had some problems. The first thing that surprised me was that the web based Inslightly calendar does not synchronize with Inslightly app. I had a big problem composing an email and clicking out of it to get informati..." Read more

8 years ago

stephanie H. star-alt star-alt star-alt star-alt star-alt

VING (aka via680)

"The team at Insightly are great-responsive and professional. For us, Insightly just wasn't enough, so we moved on to another more integrated product. Good product to start with, though."

8 years ago

Nick G. star-alt star-alt star-alt star-alt star-alt

Business IT, Infrastructure, Cloud and Virtualisation Consultant, icteq Ltd

"null"

8 years ago

Arnold W. star-alt star-alt star-alt star-alt star-alt

CEO, Non-Surgical Orthopaedics, P.C.

"We are using Insightly to organize our business contacts and manage day to day marketing activity. We are just getting to know the platform but have found it to be user friendly and helpful to organize tasks."

8 years ago

Iain M. star-alt star-alt star-alt star-alt star-alt

COO and Technical Director, Intuitus Limited

"This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Goog..." Read more

8 years ago

Uchenna O. star-alt star-alt star-alt star-alt star-alt

Owner, ODS

"I used insightly to get an initial push of emails out to about 500 people. Works well but has several glitches. For example, my company logo didn't show up at all in any of the emails that got sent out. Their analytics is also poor. There was no way to filter which emails had been read, who specifically opened them, and which link they specifically clic..." Read more

8 years ago

Donald J. star-alt star-alt star-alt star-alt star-alt

Sales Manager, CITE Computer Services

"The software has been easy to configure, and its built in preconfigured capabilities are a good solution to get started with managing a sales CRM solution"

8 years ago

Erik W. star-alt star-alt star-alt star-alt star-alt

Operations Manager, ClickHome Construction Software

"null"

8 years ago