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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

Catie H. star-alt star-alt star-alt star-alt star-alt

Social Media & Website Coordinator, Canterbury Pilgrimages

"I've never used a CRM program before, so I really just needed something quick and easy to learn -- a place to keep all my notes, contacts, and some important emails. And Insightly has surprisingly worked well for me, even though I had no idea what I was even looking for! I'm pleased with it."

9 years ago

Rob Z. star-alt star-alt star-alt star-alt star-alt

VP International Business Development, Klangoo

"null"

9 years ago

Peter B star-alt star-alt star-alt star-alt star-alt

"Covers all the most needed features in a non complicated, usable way. Easy to learn. Make a difference to your business without a very large investment in cash and time. Low risk."

9 years ago

Fredrik H. star-alt star-alt star-alt star-alt star-alt

"null"

10 years ago

Jonathan D. star-alt star-alt star-alt star-alt star-alt

GCT

"After comparing Insightly to CRM/project mgmt tools out there, I'm really impressed at how easy-to-use the site is, and one of the biggest deals for us was being able to link multiple people to one organization and vice versa. That's surprisingly tricky to do with other platforms, so I'm really grateful that this is standard with their site. Really love how..." Read more

10 years ago

Sam T. star-alt star-alt star-alt star-alt star-alt

Sam Taylor Consulting

"This CRM fitted all of my needs perfectly, it has tons of integration options and works seamlessly with their mobile apps. Would definitely recommend to anyone!!"

10 years ago

Steven R. star-alt star-alt star-alt star-alt star-alt

"I just put this up on their support desk website: I am still in my free trial stage and becoming very frustrated. I have a very simple sales cycle and want to keep my data in one place. I was trying to figure out contact to leads and how to integrate tasks with organizations. It's way too complicated. I have asked for 1-1 training at $250 for an hour, bu..." Read more

10 years ago

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

"null"

10 years ago

Craig D

Craig D star-alt star-alt star-alt star-alt star-alt

"One of Insightly's standout features is that it has the flexibility to associate any item with any other item. For example, you can associate a contact to more than one organization, associate contacts with each other, associate a task or note to more than one contact, project, or opportunity, etc. Other unique and powerful features are custom pipelines an..." Read more

10 years ago

Alex W. star-alt star-alt star-alt star-alt star-alt

Owner & Business Development Manager, Clear Web Marketing

"null"

10 years ago

Ryan G star-alt star-alt star-alt star-alt star-alt

"I really appreciate how easy it is the easy integration with email communication of this software. The ability to add contacts in the CRM straight from their email is fantastic."

10 years ago

christophe m. star-alt star-alt star-alt star-alt star-alt

"null"

10 years ago

Daniel R star-alt star-alt star-alt star-alt star-alt

"good pricing model, easy to use overall"

10 years ago

Ivan G. star-alt star-alt star-alt star-alt star-alt

Founder and CEO, Limit

"Intelligent people simplify complex things, and that's what Insightly has done with their CRM. Easy to set up, customise, and actually delivers what a small to medium business truly needs. I love it!"

10 years ago

Henry G star-alt star-alt star-alt star-alt star-alt

"Insightly is easy to navigate and quick to use, that is why I compare it to a sports car. Some CRMs (mac trucks) hold heftier functionality with finance and inventory but they are difficult to learn and clunky to operate."

10 years ago

Tory N. star-alt star-alt star-alt star-alt star-alt

Consultant, Squire & Company

"I love their free starter plan. It gives entrepreneurs a chance to jump in and learn what a CRM is and how to use one to grow their business. A CRM is a long-term investment and it takes time to see the monetary results of its use. Having a starter account allows businesses to make the time investment without it being overly expensive."

10 years ago

Doyle M star-alt star-alt star-alt star-alt star-alt

"After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the c..." Read more

10 years ago

Sabrina B star-alt star-alt star-alt star-alt star-alt

"Pretty easy to navigate around the interface. Support is fast with responses."

10 years ago

Sami N

Sami N star-alt star-alt star-alt star-alt star-alt

"First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a poli..." Read more

10 years ago

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

"I like that i can Work on project management and CRM In One place I like That i can Integrare other Leading App such as google drive quickbooks I like that I can have access on the go on mobile I like that I can see all my tasks in one place based of importance priority and delivery date"

10 years ago

Industry Analyst / Tech Writer in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns."

10 years ago

Erin M star-alt star-alt star-alt star-alt star-alt

"I like how Insightly knows what it is great for, workflow, project, and contact management. Insightly integrates seamlessly with other programs such as Google for work, Mailchimp, and many others. The feature that stores email sent through Google to my Insightly account contacts is priceless. Insightly is easy to navigate and quick to use, that is why I com..." Read more

10 years ago

Chris H star-alt star-alt star-alt star-alt star-alt

"Automatic social media connections, pricing, simplicity in usage. We were using Salesforce before and it was too bloated for any of our users to enjoy. We only have a couple people involved in Sales, so we needed something that would be good for storing information about our clients and be less about managing a large sales team. Insightly does that well."

10 years ago

Dan M star-alt star-alt star-alt star-alt star-alt

"We subscribed to Insightly on day 1 of our new business as we needed a contact management system that lived in the Google Apps eco-system. The ease of contact migration (from email systems) was a huge first step. Its speed allowed us to review our 'whole of team' contacts and cross reference what accounts we had the best overview and relationships in. We bui..." Read more

10 years ago

David C

David C star-alt star-alt star-alt star-alt star-alt

"Insightly has the advantage of not being focused exclusively on direct sales, and more generally on business relationship management. It is designed from the ground up to be intuitive and convenient. The tagging system and the ability to map the relationships between contacts (e.g., Contact A was referred by Contact B) is particularly helpful. The integratio..." Read more

10 years ago