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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

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

Kyle M star-alt star-alt star-alt star-alt star-alt

"THe UX is very simple which promotes adoption, and core features are best in class for the price tag. The tag system and easy Zapier integration mean that advanced functionality can be achieved at a very reasonable price. Integration with Mailchimp is also a huge win."

7 years ago

Alejandro U. star-alt star-alt star-alt star-alt star-alt

Media, Casa de Libertad

"Integration with other apps, including Quickbooks. The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team! We used it with the staff at our church and it worked great! we had the free version for couple of years now until we upgraded. Truly it is a great app. Also it syncs with the..." Read more

7 years ago

Joe C. star-alt star-alt star-alt star-alt star-alt

Marketing Manager, ActionVFX

"I like that the software holds all of your contacts that you have encountered and helps keep you on track with tasks and keeping up with who you have or haven't contacted."

7 years ago

Administrator in Motion Pictures and Film star-alt star-alt star-alt star-alt star-alt

"Easy to keep track of different customers and automate emails."

7 years ago

Andrés S star-alt star-alt star-alt star-alt star-alt

"What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data."

7 years ago

Kaitlin M star-alt star-alt star-alt star-alt star-alt

"I like how easy it is to add new contacts and organize information. You can add custom fields easily. This is a pretty easy system to learn and train someone on, which is really nice."

7 years ago

Administrator in Civil Engineering star-alt star-alt star-alt star-alt star-alt

"Insightly is very user friendly, has awesome import and export features, great tutorials and support, and a lot of cool features!"

7 years ago

User in Facilities Services star-alt star-alt star-alt star-alt star-alt

"I like how it integrates with gmail which is what we use."

7 years ago

Whitney W star-alt star-alt star-alt star-alt star-alt

"There are many avenues to enter data in. You can customize how you use it - not just for sales, but also for operations processes."

7 years ago

Administrator in Computer Software star-alt star-alt star-alt star-alt star-alt

"I like how it is simple to use, but flexible enough to customize for different pipeline models"

7 years ago

Susan B. star-alt star-alt star-alt star-alt star-alt

Digital Business and Marketing Consultant, SWBmedia

"Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well."

7 years ago

Ben M. star-alt star-alt star-alt star-alt star-alt

Co-founder, Rockfit Messaging

"Converting leads to contacts is easy and satisfying. The interface is logical and fast. I like the app."

7 years ago

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

"Have been using Insightly for about two years. The best feature is that almost everything is customizable and it is intuitive to figure out."

7 years ago

Doug M

Doug M star-alt star-alt star-alt star-alt star-alt

"Love that it's easy to use and free for up to 2 users! The new GMail integration makes this a real winner. Before then the sorting of e-mails was way too manual and a pain. Love the fact that there's also an iPhone app and the web version is great too!"

7 years ago

Anna B star-alt star-alt star-alt star-alt star-alt

"It is simple to navigate and keeps all my info central"

7 years ago

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

"Support and functionality. Team was extremely helpful."

7 years ago

User in Real Estate star-alt star-alt star-alt star-alt star-alt

"This tool is so compatible with Gsuite and so easy to use it really makes keeping track of clients and projects a breeze."

7 years ago

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

"Ease of use, reporting and overall flow of lead to project"

7 years ago

Dennis H. star-alt star-alt star-alt star-alt star-alt

Owner, ProLine Embroidery

"I keep it despite the Outlook con because the other features I like and the price is very goood. Setting up Activities and processes Task assignment is quick and easy Email notifications on updates on tasks VIewing filters for tasks is nice"

8 years ago

Brett G. star-alt star-alt star-alt star-alt star-alt

Director of Client Services, ImpactPIxel

"helped streamline contacts as well as provided a central point of reference for all clients and marketing. App friendly, Integration with google and mailchimp, walk through upon set-up, low cost in comparison to the features that you get, easy to use interface"

8 years ago

Andrew J star-alt star-alt star-alt star-alt star-alt

"It's like a never ending possibility of systems to use. Anything you want to do can be accomplished by the software or another software owned by the same company."

8 years ago

User in Management Consulting star-alt star-alt star-alt star-alt star-alt

"It is very intuitive and easy to use tool that complements daily use of Gmail for business purposes."

8 years ago

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

"That I can access my projects from the office or from home. And that team members can quickly catch up on a job if I'm not around"

8 years ago

Wesley J. star-alt star-alt star-alt star-alt star-alt

Director, TEcHonfidence

"This application is great at allowing me to manage a diverse range of tasks within my small business. The mobile and web applications are similar enough to make the transition between the two quite easy. I encourage many small businesses to leverage this application."

8 years ago