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Insightly CRM Reviews & Testimonials

4.3 (1,446)

Reviews: 1,446


5
51%
4
33%
3
10%
2
3%
1
3%

84% of customers would recommend Insightly CRM

Steve H. star-alt star-alt star-alt star-alt star-alt

Vice President, Noble Consulting Services, Inc.

"We use currently use Insightly to manage our contacts, notes and tasks. We consider these our basic, high priority items. Insightly handles these in a straightforward, easy to use and easy to implement manner. We also believe the learning curve is manageable and that Insightly is a cost effective choice for basic CRM. We use both the desktop and mobile a..." Read more

8 years ago

Guntis C. star-alt star-alt star-alt star-alt star-alt

Founder, CEO, Walmoo

"null"

8 years ago

Erik W. star-alt star-alt star-alt star-alt star-alt

Operations Manager, ClickHome Construction Software

"null"

8 years ago

Matthew A. star-alt star-alt star-alt star-alt star-alt

CEO, Comprehensive Web Designs

"Very easy to use. Love the product for my business"

8 years ago

Greg C. star-alt star-alt star-alt star-alt star-alt

Director of Sales, GAM Industries

"Easy to use interface, little learning curve, some nice features"

8 years ago

Charles C. star-alt star-alt star-alt star-alt star-alt

Account Manager, Akers Packaging Solutions

"I personally like the ease of use. The us r interface is very user friendly with the info that you use at your finger tips. Also the mobile app is the best I have ever used."

8 years ago

Pete B star-alt star-alt star-alt star-alt star-alt

"The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization) from within GMail is extremely easy."

8 years ago

Clayton J. star-alt star-alt star-alt star-alt star-alt

"Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. W..." Read more

8 years ago

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!"

9 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

9 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"

9 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."

9 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."

9 years ago

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

Group Chair, Vistage UK

"null"

9 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."

9 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

9 years ago