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Insightly CRM Reviews & Testimonials

4.3 (1,446)

G2 Reviews: 861


5
62%
4
26%
3
8%
2
2%
1
2%

88% of G2 users would recommend Insightly CRM

  861 reviews
  4.4/5 average rating

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"I like best the free gift cards and how easy it is to take u to websites . — What do you like best about Insightly CRM? Scoro has enabled us to at long last bring together all parts of activities on to one stage. It's a consistent reconciliation from starting customer contact to definite receipt. The UX/interface is common and natural and renditio..." Read more

2 years ago

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"The best digital books are in bibliotech this software is one of my favorites, it is not bad . — What do you like best about Insightly CRM? Some of our staff encountered a steep learning curve in getting to understand how to use the platform in an efficient manner. I love this application because I always need to edit a photo to post it or just..." Read more

2 years ago

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"There are no flaws in this project, it is perfect. Again, I repeat, the best project I've ever seen. He helps people achieve their goals. It helps to make your dreams come true. Helps to become a person. In general, the best project I've ever seen . — What do you like best about Insightly CRM? It is not a cloud based software. SQL configuration wi..." Read more

2 years ago

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"The limit of storage space in the free version. . — What do you like best about Insightly CRM? For now nothing because it serves me well. Something that could improve is the notifications and update of profile data to make it somewhat faster. — What do you dislike about Insightly CRM? I'm using this server from a long time. Apache is..." Read more

2 years ago

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"You can not modify master documents.-You can not organize documents in folders or you can customize them.-It has no spell checker . — What do you like best about Insightly CRM? I have used Verizon Media DSP and it's easy to use and very effective. The tool makes advertising seamless. ottimo software per la connessione per lo scambio di files da r..." Read more

2 years ago

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"To be honest, nothing really. BS4 is pure magic. . — What do you like best about Insightly CRM? There are notorious difficulties if we try to work from mozzilla, the sending of campaigns is not sent correctly, however with chrome. Scheduling can be tricky. Assigning a resource to the Project is easy, but when viewing the Resource Planner, the res..." Read more

2 years ago

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"There's is no reward of converting the points into mobile money. The application requires internet so as to open on any device thus it's not possible to use incase there's no connectivity. . — What do you like best about Insightly CRM? Es un servidor muy sencillo ya que los sistemas de gestion de hosting ofrecen instalacion automatica, es muy fac..." Read more

2 years ago

Tricia S. star-alt star-alt star-alt star-alt star-alt

"Easy to Use & Intuitive CRM. — What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fas..." Read more

2 years ago

Robert C. star-alt star-alt star-alt star-alt star-alt

"Transparency. — What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. — What..." Read more

2 years ago

Mary Beth S.

Mary Beth S. star-alt star-alt star-alt star-alt star-alt

"CRM that's perfect for small business. — What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge differe..." Read more

2 years ago

Candice R.

Candice R. star-alt star-alt star-alt star-alt star-alt

"Insightly is a helpful tool supporting success in the workplace. — What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capabi..." Read more

2 years ago

Diamond P. star-alt star-alt star-alt star-alt star-alt

"Insightly Works Well for Small Businesses. — What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in..." Read more

2 years ago

Verified User in Non-Profit Organization Management star-alt star-alt star-alt star-alt star-alt

"Good tool to get your organization on track through a CRM. — What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a coup..." Read more

2 years ago

Joanna F.

Joanna F. star-alt star-alt star-alt star-alt star-alt

"Sophisticated CRM without needing sophisticated Coding! — What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of thei..." Read more

2 years ago

Blake G.

Blake G. star-alt star-alt star-alt star-alt star-alt

"An easy to use and seamless experience. — What do you like best about Insightly CRM? Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. — What do you dislike about Insightly CRM? Perhaps its because I hav..." Read more

2 years ago

Dave M.

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"Solid CRM & Marketing tool for my new business ventures objectives. — What do you like best about Insightly CRM? Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. — What do you dislike about Insightly CRM? I..." Read more

2 years ago

Alvaro P.

Alvaro P. star-alt star-alt star-alt star-alt star-alt

"work in progress. — What do you like best about Insightly CRM? Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours — What do you dislike about Insightly CRM? Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky..." Read more

2 years ago

Nicole D.

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"Easy to Navigate. — What do you like best about Insightly CRM? That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. — What do you dislike about Insightly CRM? The least helpful thing I have noticed or found was that t..." Read more

2 years ago

Erwin C. star-alt star-alt star-alt star-alt star-alt

"Basic Interface, Straightforward, Customizable, needs more refinement. — What do you like best about Insightly CRM? Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issue..." Read more

2 years ago

Alexa R. star-alt star-alt star-alt star-alt star-alt

"From a beginner. — What do you like best about Insightly CRM? It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. — What do you dislike about Insightly CRM? It isn't initially intuitive to work..." Read more

2 years ago

Alma D. star-alt star-alt star-alt star-alt star-alt

"Permit Coordinator. — What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. — What do you dislike about Insightly CRM? In order to go back to a report you have to..." Read more

2 years ago

Justin B. star-alt star-alt star-alt star-alt star-alt

"Insightly is a great app. — What do you like best about Insightly CRM? Keeps my schedules in order. Easy interface to edit and update. The tech support is great. Ever since using the app, I have had a good experience an no issues.. — What do you dislike about Insightly CRM? I do not dislike the app. It's helpful, and plenty of options..." Read more

2 years ago

Jordan F.

Jordan F. star-alt star-alt star-alt star-alt star-alt

"Customizable CRM with Excellent Customer Support. — What do you like best about Insightly CRM? Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do..." Read more

2 years ago

Dawn R.

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"Amazing support, easy to use and so much still to explore. — What do you like best about Insightly CRM? It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their prod..." Read more

2 years ago

Elizabeth M.

Elizabeth M. star-alt star-alt star-alt star-alt star-alt

"Not too complicated. — What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. — What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate e..." Read more

2 years ago