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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

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

Technology Consultant, LuxCentric

"null"

9 years ago

alex s. star-alt star-alt star-alt star-alt star-alt

sevenstargolf.com

"I have used other CRM's in the past and I really do love Insightly. It's easy to use, very intuitive, love the email linking, task lists, calendar... you name it. They also get emails if someone assigns you a task and their newsletters are relevant to your sign up date. Obviously, if I signed up a week ago I need help uploading my contacts and setup, and..." Read more

9 years ago

Jeffrey W. star-alt star-alt star-alt star-alt star-alt

Co-Founder & CTO, SERVUS (whatisservus.com)

"null"

9 years ago

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

"I think the best part is search and email attachment widget"

9 years ago

Administrator in Accounting star-alt star-alt star-alt star-alt star-alt

"We like the Google Apps integration, Pipelines feature, and activity sets the most. I have tried several CRMs and keep coming back to Insightly."

9 years ago

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

"That I can assign tasks and keep track of notes and emails"

9 years ago

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

"The ability to sort by date or priority, add comments to an individual task and to assign tasks mid flow if needed to escalate a need to a more appropriate resource."

9 years ago

Dani F star-alt star-alt star-alt star-alt star-alt

"I love the ability to repeat tasks for keeping in touch with potential clients. The fun themes for customization are always an added bonus for me personally. This CRM is so easy to use and helps me stay organized in my busy schedule."

9 years ago

Anthony H star-alt star-alt star-alt star-alt star-alt

"I LIKE EVERYTHING! the managing of my clients information and how easy this site is to use. I self taught myself on how to use the whole program and it works perfectly."

9 years ago

Holger A star-alt star-alt star-alt star-alt star-alt

"Google Apps for Work is not a CRM - but Insightly is! And we love it. Together with the collaboration and communication platform from Google it's best available solution for start-ups and SMB at the moment."

9 years ago

Claudia C star-alt star-alt star-alt star-alt star-alt

"I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as w..." Read more

9 years ago

Micah Oren F star-alt star-alt star-alt star-alt star-alt

"I like how all of Insightly's paid plans take care of the basic email integration, CRM, and project management needs of most small businesses."

9 years ago

Carsten Høvisch F star-alt star-alt star-alt star-alt star-alt

"Insightly is very easy to setup for a small and startup business that doesn't know too much on how to work a CRM."

9 years ago

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

"null"

9 years ago

Steven F. star-alt star-alt star-alt star-alt star-alt

"I first signed up my company for insightly to use on internet sales for furniture products. We ended up expanding that use as sales reps enjoyed how simple it was to use and share info on leads."

9 years ago

Luiz C. star-alt star-alt star-alt star-alt star-alt

Owner, eCommerce Cosmos

"I love how this software is great on the go. I integrate with mailchimp, send an email to 1000 people and quickly identify which candidates deserve a call and do that on my drive home."

9 years ago

Richard D star-alt star-alt star-alt star-alt star-alt

"Google Apps integration and Fee of Charge initial plan."

9 years ago

John C star-alt star-alt star-alt star-alt star-alt

"I like the ease of use of the product. Simple user interface makes data entry simple and efficient."

9 years ago

Sonya W star-alt star-alt star-alt star-alt star-alt

"I have used a few CRM's before Insightly and find this one to be the best. Insightly has many great features and benefits and priced to meet the needs of small busineses. They focus on building their product based on the needs of it's users through their on-line community. Their support team is nothing short of excellent. My favorite feature is the abil..." Read more

9 years ago

Chad M. star-alt star-alt star-alt star-alt star-alt

Integration Consultant, Work Horse Integrations

"Insightly is a great cloud based CRM with a custom API that allows for great customization, and integration with other applications. Also their customer service is very quick with there responses to cases and incidents. Finally, their community is large and well set-up so that users can go on there to discuss issues that they are having or successes that the..." Read more

9 years ago

Charles T star-alt star-alt star-alt star-alt star-alt

"1. Support is great. I've had a few issues figuring things out and they always respond promptly, even for more advanced questions like how to automatically feed leads into the CRM using Zapier. Also their youtube series is great for training and saves me from having to send them a bunch of questions. 2. It's easy to use and doesn't require you to hire a thi..." Read more

9 years ago

Madeline S star-alt star-alt star-alt star-alt star-alt

"The best feature of insightly is the ability to keep track of opportunities and convert them to projects once they have become approved or a sale is made. This is a great feature because it tracks the life-cycle of an opportunity to fulfillment, and keeps all relevant documents, tasks, and notes linked together for accessibility. Also, an awesome feature is..." Read more

9 years ago

Alessandro B

Alessandro B star-alt star-alt star-alt star-alt star-alt

"Usability, google-like kind of experience"

9 years ago

Alexandre B. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

Hussain A. star-alt star-alt star-alt star-alt star-alt

Founder & CEO, Mohtawa Content Marketing

"null"

9 years ago