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Insightly CRM Reviews & Testimonials

4.3 (1,446)

Reviews: 1,446


5
51%
4
33%
3
10%
2
3%
1
3%

84% of customers would recommend Insightly CRM

  Showing 3 star reviews only  

User in Music star-alt star-alt star-alt star-alt star-alt

"Insightly has a good user interface that makes it easy to use."

8 years ago

User in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"Being able to track progress and see the connections within contacts and organizations."

8 years ago

Lawrence L star-alt star-alt star-alt star-alt star-alt

"The ability to email out and see some of the metrics of the emails and insightly capture info when you input it in. The administrative tools are very simple and straight forward as well."

8 years ago

Administrator in Market Research star-alt star-alt star-alt star-alt star-alt

"The ability to create a rudimentary Sales funnel."

8 years ago

Nick G. star-alt star-alt star-alt star-alt star-alt

Business IT, Infrastructure, Cloud and Virtualisation Consultant, icteq Ltd

"null"

8 years ago

Arnold W. star-alt star-alt star-alt star-alt star-alt

CEO, Non-Surgical Orthopaedics, P.C.

"We are using Insightly to organize our business contacts and manage day to day marketing activity. We are just getting to know the platform but have found it to be user friendly and helpful to organize tasks."

8 years ago

Iain M. star-alt star-alt star-alt star-alt star-alt

COO and Technical Director, Intuitus Limited

"This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Goog..." Read more

8 years ago

Uchenna O. star-alt star-alt star-alt star-alt star-alt

Owner, ODS

"I used insightly to get an initial push of emails out to about 500 people. Works well but has several glitches. For example, my company logo didn't show up at all in any of the emails that got sent out. Their analytics is also poor. There was no way to filter which emails had been read, who specifically opened them, and which link they specifically clic..." Read more

8 years ago

Donald J. star-alt star-alt star-alt star-alt star-alt

Sales Manager, CITE Computer Services

"The software has been easy to configure, and its built in preconfigured capabilities are a good solution to get started with managing a sales CRM solution"

8 years ago

Erik W. star-alt star-alt star-alt star-alt star-alt

Operations Manager, ClickHome Construction Software

"null"

8 years ago

User in Information Technology and Services star-alt star-alt star-alt star-alt star-alt

"I like the ability to track tasks against a project, and to have these tasks automatically generate as the project progresses through a pieline"

8 years ago

Rob J. star-alt star-alt star-alt star-alt star-alt

COO, Plum Productions

"I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer."

9 years ago

Kathy D. star-alt star-alt star-alt star-alt star-alt

CEO, The Blissful Dog® Inc.

"I did the initial free version of InSightly and liked their dedication to the micro-business by offering that level. There is a happy feel to their service and you can tell they really love what they're doing. Actually, their BLOG is fabulous and is my favorite thing about them."

9 years ago

Nicole L. star-alt star-alt star-alt star-alt star-alt

Technology Consultant, LuxCentric

"null"

9 years ago

Administrator in Marketing and Advertising star-alt star-alt star-alt star-alt star-alt

"I think the best part is search and email attachment widget"

9 years ago

Sean L. star-alt star-alt star-alt star-alt star-alt

"null"

9 years ago

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

"null"

9 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

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

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

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

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

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

"great UI"

11 years ago