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Insightly CRM Reviews & Testimonials

4.2 (1,363)

Reviews: 1,363


5
49%
4
34%
3
11%
2
3%
1
3%

83% of customers would recommend Insightly CRM

Erika J. star-alt star-alt star-alt star-alt star-alt

Digital Strategist, Big Picture Creator, Tech-Lover and Goal Crusher, Synergy Marketing Consultants

"null"

8 years ago

Caitlin P. star-alt star-alt star-alt star-alt star-alt

"Small Australian NFP Charity that manufacturers custom disability solutions. Insightly enabled us to have a custom CRM and project management system all in one, for a 20th of the cost as other systems. We are learning things all the time and continually improving our process. The only thing I wish Insightly would do is not have their live seminars at 1am or..." Read more

8 years ago

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

"I like the ability to track tasks against a project, and to have these tasks automatically generate as the project progresses through a pieline"

8 years ago

Rachelle S

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

"-Layout is easy to navigate. -Email and project management integration."

8 years ago

Bruce C. star-alt star-alt star-alt star-alt star-alt

Senior Broker Consultant, Top Producer Systems / Realtor.com

"null"

8 years ago

David R. star-alt star-alt star-alt star-alt star-alt

Owner, Encore Sounds LLC

"CRM and project management rolled into one is great!"

8 years ago

Carlos L. star-alt star-alt star-alt star-alt star-alt

Diretor, Escola Estudios

"null"

8 years ago

Jonathan B. star-alt star-alt star-alt star-alt star-alt

Business Development Consultant, AnthroTronix

"I opened a customer service ticket on May 12th regarding problems I'm having getting Insightly to import new contacts from my Google address book. The problem is still unresolved, and I haven't heard a word from their customer service since June 9th despite repeated emails to them."

8 years ago

Patrick J. star-alt star-alt star-alt star-alt star-alt

"null"

8 years ago

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

"I am the VP of a brand new company. We tried several CRMs and were disappointed. Since we have found Insightly we are so happy It is SUPER easy to use. There are many additional features as well!"

8 years ago

Robert H. star-alt star-alt star-alt star-alt star-alt

"I started with Insighly about 3 months ago and everything seemed to be going well. When purchasing the package they made sure and called me everyday to get me signed up. However, (3 months later) the site is now broken down. I can not transfer e-mails from the side bar. Huge problem. Tried calling customer service and they said to E-MAIL the support..." Read more

8 years ago

Administrator in Events Services star-alt star-alt star-alt star-alt star-alt

"That I can manage Projects from the insightly platform"

8 years ago

Jerry P star-alt star-alt star-alt star-alt star-alt

"Simple to use, low cost CRM solution. If your needs are simple this could be an option."

8 years ago

David G

David G star-alt star-alt star-alt star-alt star-alt

"Very simple to set up and use all the main features with minimal training or guidance. Insightly provides each user with a unique email address that you can BCC to all sales correspondence which then automatically appends to the Contact info in Insightly."

8 years ago

Dianne S. star-alt star-alt star-alt star-alt star-alt

Group Chair, Vistage UK

"null"

8 years ago

Robin P. star-alt star-alt star-alt star-alt star-alt

Director of Operations, TriTex Insurance

"How easy it is to use. There is really no learning curve. When I am out of the office I feel like I have my clients file in the palm of my hand."

8 years ago

Ryan C

Ryan C star-alt star-alt star-alt star-alt star-alt

"From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you th..." Read more

8 years ago

Dan C. star-alt star-alt star-alt star-alt star-alt

Owner, Cooper Close Consultants

"Some nice features for CRM good integration with calendars"

8 years ago

Andrew P. star-alt star-alt star-alt star-alt star-alt

"null"

8 years ago

User in Internet star-alt star-alt star-alt star-alt star-alt

"Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff."

8 years ago

Julius G. star-alt star-alt star-alt star-alt star-alt

Business technology expert and CRM consultant, IT patarejai, UAB

"One of the best CRM/sales management tools on the market. Have been using it to track all of a small lawyer company's (30 users) contacts into one place. The card reader works just fine, but the deep integration with Google Apps is the best part. It's not a super-duper CRM like Salesforce, but it does all that is needed for a SMB and more."

8 years ago

Nathan G. star-alt star-alt star-alt star-alt star-alt

Owner, Inspiro Business Solutions

"Single Sign on from Google Apps, Various integrations available especially Zapier allows for some cool custom setups."

8 years ago

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."

8 years ago

Hrag K. star-alt star-alt star-alt star-alt star-alt

"If you're just starting off in sales and want to start tracking calls, emails, etc, then Insightly is a great product, for free. Super easy to use, you can even import your contacts."

8 years ago

Deborah K. star-alt star-alt star-alt star-alt star-alt

"null"

8 years ago