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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

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

"Tracks leads and projects through all the phases."

8 years ago

Leticia A. star-alt star-alt star-alt star-alt star-alt

Gerente Estratégica Marketing y Comercial, Daivers Promos

"null"

8 years ago

Emiliano B. star-alt star-alt star-alt star-alt star-alt

"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

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

"Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents."

8 years ago

Chuck B. star-alt star-alt star-alt star-alt star-alt

Business and Personal Insurance Advisor, American National Insurance

"null"

8 years ago

Dipali D. star-alt star-alt star-alt star-alt star-alt

zakipoint Health

"It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing a..." Read more

8 years ago

Administrator in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"It's easy to learn and our teams use Contacts, Organizations, Opportunities and Projects extensively. I personally use Tasks to organize top of mind initiatives."

8 years ago

Rachelle S. star-alt star-alt star-alt star-alt star-alt

Director of Operations, Strategic Marketing Solutions

"I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two..." Read more

8 years ago

Administrator in Financial Services star-alt star-alt star-alt star-alt star-alt

"Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving th..." Read more

8 years ago

Brian B. star-alt star-alt star-alt star-alt star-alt

General Manager, Buzz Brite Cleaning Solutions

"Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions."

8 years ago

Administrator in Publishing star-alt star-alt star-alt star-alt star-alt

"I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company."

8 years ago

Vince K. star-alt star-alt star-alt star-alt star-alt

Owner, Hear Here

"We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who c..." Read more

8 years ago

Lea W. star-alt star-alt star-alt star-alt star-alt

GLD

"Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!"

8 years ago

Austin R. star-alt star-alt star-alt star-alt star-alt

Director of Marketing, The Voice Newspaper

"Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades."

8 years ago

Hannah H. star-alt star-alt star-alt star-alt star-alt

Director of Operations, David's Harp Foundation

"I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze."

8 years ago

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

"Using this tool is convenient for our team as we can information store and share in a consistent basis"

8 years ago

Robby M star-alt star-alt star-alt star-alt star-alt

"It was easy to get started. Probably one of the more user-friendly applications."

8 years ago

Carrie K star-alt star-alt star-alt star-alt star-alt

"The activity sets are AWESOME!!!! I love the email tempates, and pipeline stages."

8 years ago

Kristina S. star-alt star-alt star-alt star-alt star-alt

Owner, Language Wonderland

"Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized. Easy to use and very intuitive."

8 years ago

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

"the opportunity to use it free before paying for it"

8 years ago

Seth W star-alt star-alt star-alt star-alt star-alt

"It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well."

8 years ago

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

"It's relatively easy to set up. Website is easy to navigate. It's intuitive to use."

8 years ago

Toni C. star-alt star-alt star-alt star-alt star-alt

President, SENIOR EXPO UTAH

"I found this to be too complicated and time-consuming to utilize with other software. Since our major software is for invoicing and processing payments the Inslightly program just did stack up to our expectations."

8 years ago

Administrator in Public Policy star-alt star-alt star-alt star-alt star-alt

"Linking feature to capture relationships between our supporters and their Members of Congress."

8 years ago