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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

User in Media Production star-alt star-alt star-alt star-alt star-alt

"Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects."

10 years ago

Jennifer B star-alt star-alt star-alt star-alt star-alt

"I like how easy the CRM is to navigate, and the accessibility of the mobile app."

10 years ago

David H. star-alt star-alt star-alt star-alt star-alt

Founder, Publiseek Inc.

"They have great customer service. If you want to upgrade. If you want to cancel your account good luck finding someone to speak with. Be very careful before you give them your credit card. Our team found it easy to get started but hard to do the things they wanted to do within the app. Features rolled out slowly as compared to many Saas apps we use asa busin..." Read more

10 years ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"The gmail app is very weak. It doesn't pick up email contacts in forwarded emails. If you don't start your account as a Google apps account you can't add it later. It turns on the service for everyone in your domain which got my technical team pretty pissed off. I also have encountered major issues with the plug-in saying it cannot authenticate. I'm used to..." Read more

10 years ago

Internal Consultant in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"I believe that Insightly is reliable. The amount of storage information that is available for this software is very useful. The constant 3-prong reminders are great to have."

10 years ago

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

"The organization and ease of finding records."

10 years ago

Sarbajoy M star-alt star-alt star-alt star-alt star-alt

"It is free and it can automatically load a lot of information about your clientele based on email address. So for example I had to send an email to a new potential sponsor, and stored the name and email of the point of contact on Insightly. Soon enough, Insightly automatically uploads social media profiles, position and other details about the client."

10 years ago

Oliver L. star-alt star-alt star-alt star-alt star-alt

Workplace brand "Macgyver", Delivering Happiness

"I have used Insightly for over a 6 months. Does a lot of things well, for it to be intergrated with Gmail you need to download google for work apps and start another account and I find the whole process quite mind numbing with very minimal support. Since I also needed to contact my hosting site a few other steps. The user interface is very clunky when you..." Read more

10 years ago

Peter P. star-alt star-alt star-alt star-alt star-alt

Principal & Chief Revenue Officer, REPatron

"Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone."

10 years ago

Katy A. star-alt star-alt star-alt star-alt star-alt

Owner and Principal Consultant, Armstrong Immigration T/A Into NZ

"I've been trialling Insightly and Solve360. I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that p..." Read more

10 years ago

Verified Reviewer star-alt star-alt star-alt star-alt star-alt

"We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should b..." Read more

10 years ago

Stephanie C. star-alt star-alt star-alt star-alt star-alt

Community Builder, Peerby

"The ability to have one place to track project progress and CRM was enough to get my team to plug our entire launch strategy into Insightly. We're experiencing a major feature gap in that file attachments don't link to tasks. This basic feature of other project management platforms seems to have been overlooked by Insightly. They offer file attachments t..." Read more

10 years ago

Executive Sponsor in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Simple UI, easy to use and free, integrates with Google apps for business"

11 years ago

Alex A. star-alt star-alt star-alt star-alt star-alt

"Insightly would be GREAT if they could change the following things: 1) Contacts / LEads need to be easily assigned and sorted by an OWNER. They are missing the idea that someone OWNs a lead. When you invest $50 to create a lead, you don't send that to EVERYONE in the organization by default and hope for the best. 2) No autoresponder email fun..." Read more

11 years ago

Lili A Bowers . star-alt star-alt star-alt star-alt star-alt

"I used to be one of Insightly's greatest supporters. I have been using the system for a year and had everything regarding the sales efforts of the company I work for programmed in there. We are talking about 100's of contacts, organizations, opportunities and projects. When they made these recent upgrades the system started glitching and taking me to the com..." Read more

11 years ago

Lili B star-alt star-alt star-alt star-alt star-alt

"I used to like to Projects and Opportunity fields for use in managing the pipeline and my sales efforts pertaining to it."

11 years ago

Joseph H star-alt star-alt star-alt star-alt star-alt

"Ability to import contacts, add users and set up an organizational flow."

11 years ago

Jim D in Canada . star-alt star-alt star-alt star-alt star-alt

"Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations. Unfortunately we grew to require time tracking and we got tired of waiting for Insightly to do this and frankly they never even address the issue with any response which is very sad..."

11 years ago

alan . star-alt star-alt star-alt star-alt star-alt

"If you are small business owner under 10 employees Insightly is an awesome customer management system. I have tried several other CRMs that are excellent but the adoption rate for my employees was not very high. Insightly is so easy to use, there is no more spending a couple weeks just to understand how to use the CRM appropriately. Everything is really easy..." Read more

11 years ago

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

"great UI"

11 years ago

Vladyslav S star-alt star-alt star-alt star-alt star-alt

"Gmail and other email add-ons integrate email text with the database well enough"

12 years ago

Ruban K

Ruban K star-alt star-alt star-alt star-alt star-alt

"Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click."

12 years ago

Tim H. star-alt star-alt star-alt star-alt star-alt

EnGraph Software

"I use Insightly for my software company and for a side business my wife and run at home. Great features and the Google apps integration means it is right in my email where I already am."

12 years ago

Richard B. star-alt star-alt star-alt star-alt star-alt

MakeBetterVideos.com

"I use Insightly daily! As a bootstrapping new business owner I cannot express how helpful it has been in the week I have been using it. A free software is just literally invaluable. Being able to put all of my contacts and follow ups in as tasks alone has saved me the anxiety of staring at a spreadsheet. The opportunities have freed up the space in my bra..." Read more

12 years ago

Eduardo F. star-alt star-alt star-alt star-alt star-alt

ShuttleCloud

"We tried the other CRM options, the big solutions aimed at big companies. We were never satisfied, and we wondered whether there was a good fit out there for a small business. Then we found Insightly. Insightly's ability to integrate with Google Apps was a key factor in our decision to adopt the solution, as well as its built-in project management tool..." Read more

12 years ago