Insightly CRM logo

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

Michael S. star-alt star-alt star-alt star-alt star-alt

Owner, Groovy house handyman services

"I really needed a way to synchronize all my events keep track of clients... Overall inslightly is okay and much better than nothing but I've had some problems. The first thing that surprised me was that the web based Inslightly calendar does not synchronize with Inslightly app. I had a big problem composing an email and clicking out of it to get informati..." Read more

8 years ago

Tim B. star-alt star-alt star-alt star-alt star-alt

IC3

"We have been using Insightly for about a year. Its integration with gmail has been a big time saver and enhancement to our ability to track and respond to clients. It is easy to use and setup and its web based which means everyone has access to it and it requires no downloads or update on individual computers."

8 years ago

stephanie H. star-alt star-alt star-alt star-alt star-alt

VING (aka via680)

"The team at Insightly are great-responsive and professional. For us, Insightly just wasn't enough, so we moved on to another more integrated product. Good product to start with, though."

8 years ago

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

"I mainly use the task and project management tools"

8 years ago

Executive Sponsor in Consumer Electronics star-alt star-alt star-alt star-alt star-alt

"We have been using Insightly for a couple of years now and are very happy with it's functionality. It is clearly laid out and easy to understand which makes it a good choice for young organizations who may be using a CRM for the first time."

8 years ago

Administrator in Health, Wellness and Fitness star-alt star-alt star-alt star-alt star-alt

"For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution."

8 years ago

Eric H star-alt star-alt star-alt star-alt star-alt

"It's cloud-based and it functions very well on all platforms I have used it on."

8 years ago

Megan E star-alt star-alt star-alt star-alt star-alt

"I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events."

8 years ago

Terri Z. star-alt star-alt star-alt star-alt star-alt

Owner, A Vermont Table Catering by Terri Ziter

"I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site..." Read more

8 years ago

Warren D

Warren D star-alt star-alt star-alt star-alt star-alt

"I am a big advocate of setting up personalized pipelines or project work flows. Insightly makes it easy to setup multiple stages of a pipeline that get assigned to different individuals on the team based on the project stage. While the upfront time to setup these pipelines was a necessary investment, it prevented my team from being pigeonholed into an out-..." Read more

8 years ago

Michael W star-alt star-alt star-alt star-alt star-alt

"Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team."

8 years ago

Administrator in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

"I don't have robust CRM needs. Just want to be able to keep a log of clients, and make notes on our interactions. Insightly totally gets the job done and is free for what I need. Amazing! Recommend it all the time."

8 years ago

Cat M. star-alt star-alt star-alt star-alt star-alt

Partner, Matsuda & Associates LLC

"I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks..." Read more

8 years ago

Brett D. star-alt star-alt star-alt star-alt star-alt

Account Executive, SEMCO

"null"

8 years ago

Administrator in Information Services star-alt star-alt star-alt star-alt star-alt

"flexibility in creating fields; ability to upload excel files; notifications"

8 years ago

User in Telecommunications star-alt star-alt star-alt star-alt star-alt

"The ease of use. When I enter a new client record it is very easy to do."

8 years ago

Gary E S star-alt star-alt star-alt star-alt star-alt

"It is a easy, intuitive package that seems that it was developed for the Real Estate industry."

8 years ago

Jennifer L star-alt star-alt star-alt star-alt star-alt

"First of all, I did not know what a CRM tool was. Insightly's free plan for two users was probably the best thing they could have done get us interested in the CRM tools."

8 years ago

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

"Simply to use, good Outlook integration, low price. Very flexible and customisable."

8 years ago

Kate B star-alt star-alt star-alt star-alt star-alt

"The connectivity of insightly records is a huge benefit. The real world works in strange circular ways, and the flexibility to tag any contact, project, opportunity, organisation etc on to a record is extremely valuable."

8 years ago

Nithya B. star-alt star-alt star-alt star-alt star-alt

IT Consultant, Prescio Consulting

"Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks."

8 years ago

Agency in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"I love your integrations and features, the facilities with which I have to carry out actions that were once rather boring. I love Insightly !!!"

8 years ago

Administrator in Internet star-alt star-alt star-alt star-alt star-alt

"I love the google integration of inisghtly. It is built on top of email and it is very easy to sync my emails without any effort at all. Their overall organizational scheme is also excellent and very easy for me to teach to new users in our organization. PS their video tutorials also should be highlighted as being excellently produced."

8 years ago

User in Music star-alt star-alt star-alt star-alt star-alt

"Insightly has a good user interface that makes it easy to use."

8 years ago

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

"Easy to use. Love that it has a phone app."

8 years ago