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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

Brian G

Brian G star-alt star-alt star-alt star-alt star-alt

"Absolute ease of use. Simple to add contacts and companies and integrst"

7 years ago

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

"I love how easy it was to get started and then get into the more advanced features. This has made it so much easier to follow up with leads and close more business."

7 years ago

Michael F. star-alt star-alt star-alt star-alt star-alt

Owner, Pursuit Training

"I like the functionality and ease of use. It's been a great tool for my team to use on projects (especially when working remote)."

7 years ago

John P. star-alt star-alt star-alt star-alt star-alt

Helping companies with technology, No Nonsense Tech (Proper Networks Ltd)

"null"

7 years ago

User in Hospital & Health Care star-alt star-alt star-alt star-alt star-alt

"I love the insight it provided into analytics"

7 years ago

User in Financial Services star-alt star-alt star-alt star-alt star-alt

"Insightly is very easy to use and also has a great layout/design. Therefore it is attractive to use also."

7 years ago

User in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Insightly is easy to navigate and so quick to pick up and use."

7 years ago

Chrissy D star-alt star-alt star-alt star-alt star-alt

"I love the Activity Sets and Pipelines. It is easy to schedule follow-ups and standard projects and not miss a beat."

7 years ago

User in Research star-alt star-alt star-alt star-alt star-alt

"I like the functionality with reporting features and customer service is decent."

7 years ago

User in Staffing and Recruiting star-alt star-alt star-alt star-alt star-alt

"leads are all in one place and grouped by category"

7 years ago

Rob M. star-alt star-alt star-alt star-alt star-alt

Partner, 4Future

"Intuitive user interface Easy to link various element Email integration works smoothly Very responsive customer service"

7 years ago

User in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Insightly is a good CRM for the price point. The workflow is decent, it offers customizable features and training resources. I also enjoy the UI and overall look and feel."

7 years ago

Barb R. star-alt star-alt star-alt star-alt star-alt

"null"

7 years ago

User in Writing and Editing star-alt star-alt star-alt star-alt star-alt

"I love that it's easy to start up and sync with my google account"

7 years ago

User in Animation star-alt star-alt star-alt star-alt star-alt

"I like the way it manages clients, it makes it easy to navigate. I can track things easily with the software. I can put notes, tasks, etc...that is very helpful. I think there is a small learning curve to the software, but overall it is easy to use. I found it a much better system then similar crm softwares."

7 years ago

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

"I love how user friendly the interface is. There's no question about where to go or what to do when you're using the program, and for a lot of programs, that's a struggle just by itself! No, not here. Insightly really takes the guesswork out of where you go once you get into the nitty gritty of it all."

7 years ago

User in Financial Services star-alt star-alt star-alt star-alt star-alt

"This was an easy to understand and easy to use CRM."

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

Rion H. star-alt star-alt star-alt star-alt star-alt

CoFounder, 1205marketing.com

"I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also..." Read more

7 years ago

Administrator in Human Resources star-alt star-alt star-alt star-alt star-alt

"For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate."

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

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

"It can serve as a singular place for all emails, documents, attachments, contact info, and more. Really great planning and organization software."

7 years ago

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

"We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program."

7 years ago

Tim J.

Tim J. star-alt star-alt star-alt star-alt star-alt

Voice Over Artist / Owner, Tim Jackson VO LLC

"What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it. Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client project..." Read more

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