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Insightly CRM Reviews & Testimonials

4.3 (1,446)

Capterra Reviews: 585


5
35%
4
42%
3
15%
2
4%
1
5%

77% of Capterra users would recommend Insightly CRM

  585 reviews
  4/5 average rating

  Showing 4 star reviews only  

Cory S. star-alt star-alt star-alt star-alt star-alt

Sr. Manager of IT Solutions & Development, Meridian One

"UI is definitely easy on the eyes. What I like is that it integrates with the Google suite so that makes things super easy for that entrepreneur."

6 years ago

Jennifer F.

Jennifer F. star-alt star-alt star-alt star-alt star-alt

CEO and Founder, Prospect Research Institute

"I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities."

6 years ago

Michael S.

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

Co-Founder, OrangeWave Creative Media

"Insightly has really helped my efficiency and ability to keep up with the day-to-day things I have to do to grow my business. I'm hoping that I get enough clients and have enough work to do where I'll have to get one of the paid versions someday!"

6 years ago

Qiang M. star-alt star-alt star-alt star-alt star-alt

Sales engineer, AEchem Scientific Cooperation

"This software is fairly easy to use and the price is reasonable for a small/medium business. It is also very easy to set up and implement it."

6 years ago

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

"The cost is great compared to other CRMs. I has all the basic features that one needs in a basic CRM. Setup and importing data is relatively simple."

6 years ago

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

"For G Suite users, you'll have a CRM directly linked to your inbox. Insightly is easy to use and there are lots of features to allow you to customize the CRM to your liking. Insightly is competitively priced and they also offer a free version."

6 years ago

Raghu N. star-alt star-alt star-alt star-alt star-alt

Sr. Research & Project Analyst, Trelleborg Sealing Solutions

"null"

6 years ago

Andres J. star-alt star-alt star-alt star-alt star-alt

CEO, atiko7

"Easy to setup. Free tier gives you great tools and could be great for small businesses and entrepreneurs."

6 years ago

Ryan W.

Ryan W. star-alt star-alt star-alt star-alt star-alt

Data Analyst, OnRamp Data

"Insightly is a cornerstone of our business, and works well for us right now. Insightly manages all of our leads and contacts very well. It comes with filtering that lets us find targeted leads for our clients."

6 years ago

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

"Good collection and organization of data. Powered up with some integrations its a wonderful CRM to get some real business value."

6 years ago

Leah C. star-alt star-alt star-alt star-alt star-alt

Productivity Coach, Productive Power

"The searching is pretty simple, it's very easy to search across different fields (search for tasks, contacts, organizations, notes, etc. all at once)."

6 years ago

Fraser D. star-alt star-alt star-alt star-alt star-alt

Product Marketing Executive, Ideagen PLC

"- it simplifies project management, customer communications and documentation - it has a very user friendly interface - the task management tool is particularly useful for me - ability to integrate with so many different systems is fantastic"

7 years ago

Eliot G. star-alt star-alt star-alt star-alt star-alt

Director of Business Development, Global Companies

"I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities. Easy to cc outgoing mails to the prospect listing. Simplicity is the biggest benefit for Insightly. Anyone can import w..." Read more

7 years ago

James S. star-alt star-alt star-alt star-alt star-alt

Risk Director, CHOICE FUTURE PLANNING

"Great API integration into other major tools i.e mailchimp, quickbooks etc means data can be easily imported and manipulated from other platforms."

7 years ago

Kayla B. star-alt star-alt star-alt star-alt star-alt

Marketing, Howard CM

"Insightly is a great system when you have certain companies to target. It is very up to date and easy to read information and edit through the app while on the road. Overall a great CRM system."

7 years ago

Amel S. star-alt star-alt star-alt star-alt star-alt

Designer, Casapiaui

"It's a good crm software to have, specially when starting or managing a new venture. Insightly have many tools that helps one to organize all costumer informations which is essential."

7 years ago

Monique M. star-alt star-alt star-alt star-alt star-alt

REALTOR, Self Employed

"Having the CRM & Transaction management together is wonderful!. CRM & transaction management in one program, integrates well with gmail, ability to customize, email task reminders, mobile app"

7 years ago

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

"Helps me keep track of all my customers and manage their lifecycles. Gives me insight into my customer base with basic reports"

7 years ago

Zuleida S. star-alt star-alt star-alt star-alt star-alt

University professor, UDO

"This tool contributes to the management of relations with the clients of the organization. Allows integration with other applications. It's easy to use."

7 years ago

Cory C.

Cory C. star-alt star-alt star-alt star-alt star-alt

Chief Operating Officer, Concrete Coatings Inc

"There are many, many things that Insightly does, which can also be a negative, since there are some features that are a little obsure and hard to use. Once you get used to it, and if you watch the tutorials, then the CRM becomes a fully integrated part of the sales process."

7 years ago

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

"Insightly does a good job of adding contacts automatically within its database. So now I no longer have to think whether or not I have added it. Which of course, keeps me organized"

7 years ago

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

"It is very simple to manage contacts on the platform. Pricing is very reasonable and very great interface."

7 years ago

Daryl K. star-alt star-alt star-alt star-alt star-alt

CEO, UniBiz

"User friendly interface. Insightly made is very siple to manage contacts on their platform Affordable. Pricing is fair Login from anywhere"

7 years ago

Clifford S. star-alt star-alt star-alt star-alt star-alt

President, energy construction environmental corporation llc

"seamless integration between leads, opportunities and projects. ease of use and the reminder notifications."

7 years ago

Stephen T. star-alt star-alt star-alt star-alt star-alt

President, Stephen Taylor & Associates Ltd.

"The free version would be great for a beginning coaching or consulting practice. Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye.."

7 years ago