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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  

Rob J. star-alt star-alt star-alt star-alt star-alt

COO, Plum Productions

"I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer."

9 years ago

Kathy D. star-alt star-alt star-alt star-alt star-alt

CEO, The Blissful Dog® Inc.

"I did the initial free version of InSightly and liked their dedication to the micro-business by offering that level. There is a happy feel to their service and you can tell they really love what they're doing. Actually, their BLOG is fabulous and is my favorite thing about them."

9 years ago

Nicole L. star-alt star-alt star-alt star-alt star-alt

Technology Consultant, LuxCentric

"null"

9 years ago

Sean L. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

Dag G. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

Oliver L. star-alt star-alt star-alt star-alt star-alt

Workplace brand "Macgyver", Delivering Happiness

"I have used Insightly for over a 6 months. Does a lot of things well, for it to be intergrated with Gmail you need to download google for work apps and start another account and I find the whole process quite mind numbing with very minimal support. Since I also needed to contact my hosting site a few other steps. The user interface is very clunky when you..." Read more

10 years ago

Katy A. star-alt star-alt star-alt star-alt star-alt

Owner and Principal Consultant, Armstrong Immigration T/A Into NZ

"I've been trialling Insightly and Solve360. I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that p..." Read more

10 years ago

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

"We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should b..." Read more

10 years ago

Stephanie C. star-alt star-alt star-alt star-alt star-alt

Community Builder, Peerby

"The ability to have one place to track project progress and CRM was enough to get my team to plug our entire launch strategy into Insightly. We're experiencing a major feature gap in that file attachments don't link to tasks. This basic feature of other project management platforms seems to have been overlooked by Insightly. They offer file attachments t..." Read more

10 years ago

Jim D in Canada . star-alt star-alt star-alt star-alt star-alt

"Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations. Unfortunately we grew to require time tracking and we got tired of waiting for Insightly to do this and frankly they never even address the issue with any response which is very sad..."

11 years ago