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Insightly CRM Reviews & Testimonials

4.3 (1,455)

G2 Reviews: 870


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

88% of G2 users would recommend Insightly CRM

  870 reviews
  4.4/5 average rating

  Showing 4 star reviews only  

Shelby L star-alt star-alt star-alt star-alt star-alt

"I like how it can track everything you do."

7 years ago

Administrator in Real Estate star-alt star-alt star-alt star-alt star-alt

"Enjoy how easy data import is and interface"

7 years ago

amelia q star-alt star-alt star-alt star-alt star-alt

"Log ins for everyone in the business very clear layout easy and simple to use gives transparency to all integrates with our platform"

7 years ago

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

"It's user friendly lay out and the way in which you can tailor it to your business."

7 years ago

User in Higher Education star-alt star-alt star-alt star-alt star-alt

"I like you how can save "organizations" and then individual contacts under them."

7 years ago

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

"Easy to use and cheap. You don’t need s lot of experience to get yourself started."

7 years ago

Administrator in Management Consulting star-alt star-alt star-alt star-alt star-alt

"I enjoy the ease with which we can use insightly. It's pretty good and allows us as customers to control the process of using the software"

8 years ago

Joe S star-alt star-alt star-alt star-alt star-alt

"It is one of the few decent platforms that combine CRM and Project Management in one place."

8 years ago

User in Logistics and Supply Chain star-alt star-alt star-alt star-alt star-alt

"Tasks can be created for anything as little reminders and get emailed to your inbox"

8 years ago

Donald R star-alt star-alt star-alt star-alt star-alt

"The format is user friendly and intuitive."

8 years ago

User in Medical Devices star-alt star-alt star-alt star-alt star-alt

"Layout is straightforward, easy to understand."

8 years ago

Consultant in Import and Export star-alt star-alt star-alt star-alt star-alt

"The program is simple amd intuitive to use, and can be shares with one co-worker. It gives the ability to focus on matters that can bring margin, and avoid losjng time."

8 years ago

Amelia Q

Amelia Q star-alt star-alt star-alt star-alt star-alt

"Easy to use Tick boxes Can re order list by time added etc. Colours easy on the eye Multiple user access Clearly organised"

8 years ago

Agency in Insurance star-alt star-alt star-alt star-alt star-alt

"I like the simplicity of the layout in both the browser and app."

8 years ago

Mark W star-alt star-alt star-alt star-alt star-alt

"Solid product, Simple customization, Good reporting, Responsive support & account rep."

8 years ago

Gerard L star-alt star-alt star-alt star-alt star-alt

"Design and fact that is free, easy to use and help me to be operational in 1 day"

8 years ago

User in Entertainment star-alt star-alt star-alt star-alt star-alt

"I love that they have free version that you can use and that you have an option to upgrade to a paid version."

8 years ago

Amy C star-alt star-alt star-alt star-alt star-alt

"The mobile app and the company's commitment to development are my favorite things about Insightly. As far as CRMs go, the functionality is pretty basic. That said, this year Insightly has rolled out several updates with functions that are improving the usability of the system."

8 years ago

Kayja B star-alt star-alt star-alt star-alt star-alt

"Great for a staff that doesn’t use a CRM as primary form of contact with clients for is new to CRM."

8 years ago

Administrator in Computer Software star-alt star-alt star-alt star-alt star-alt

"I enjoy being able to connect every contact, lead, organization to everything within the CRM system. I can connect contacts to organizations, organizations to other organizations and quickly convert leads into contacts. The feature I enjoy most is creating customized pipelines and tasks for our customer service department to follow as we on board on customer..." Read more

8 years ago

Scott M star-alt star-alt star-alt star-alt star-alt

"The best part about this software is that it worked well with multiple platforms."

8 years ago

User in Commercial Real Estate star-alt star-alt star-alt star-alt star-alt

"Ease of use Simple Clean Syncs with email"

8 years ago

Corbin B star-alt star-alt star-alt star-alt star-alt

"I like that all my info is kept together"

8 years ago

Sarah C star-alt star-alt star-alt star-alt star-alt

"It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place."

8 years ago

User in Banking star-alt star-alt star-alt star-alt star-alt

"It was very quick and easy to learn how to use Insightly. If we got stuck, there were handy tutorials on Youtube."

8 years ago