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Insightly CRM Reviews & Testimonials

4.2 (1,389)

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

Joanna G. star-alt star-alt star-alt star-alt star-alt

Challenge Coordinator, Causeway

"* Ability to link between projects * Ability to create "work-flow" * The various ways to tag individuals and projects * Ability to create and save e-mail templates * Plug-in to gmail"

5 years ago

Jeremy S. star-alt star-alt star-alt star-alt star-alt

"null"

5 years ago

David B. star-alt star-alt star-alt star-alt star-alt

Founder, WearMe Pro

"Waste of time. It is easy and simple to use but that's about it."

5 years ago

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

"We were looking for something to help with our e-mail marketing so we tried the free trial. I can see the value this tool would add to our team, for sure."

5 years ago

Monica C. star-alt star-alt star-alt star-alt star-alt

Executive assistant, Embrace Washington

"Ease of use and its free! Such a great free program."

5 years ago

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

"Insightly is very flexible and very intelligently designed. They are very stable and have only gotten better and better over the 3.5 years we have used them."

5 years ago

Ben M. star-alt star-alt star-alt star-alt star-alt

"null"

5 years ago

Rana G.

Rana G. star-alt star-alt star-alt star-alt star-alt

Sales Manager, Ideal Lending Solutions, a Division of AFN, Inc.

"the ease of use- i use insightly as a backup software and i like how i can navigate more easily than my current system required crm"

5 years ago

Michael D. W.

Michael D. W. star-alt star-alt star-alt star-alt star-alt

Founder / Interactive Project Director, Spectrum Interactive Group

"My favorite feature is the being able to tag my contacts -- helps me search and keep in contact with those most important."

5 years ago

Christina W. star-alt star-alt star-alt star-alt star-alt

Web Designer / Owner, Peanut Media

"I like that I can list my leads and use it to write notes for each client."

5 years ago

Frank L. star-alt star-alt star-alt star-alt star-alt

Captain, Yacht Broker, Self Employed , Lecardo Marine Consulting LLC

"Insightly has been a real game changer for me, there is no way that I could keep track of all my customers, leads, and projects without it. And the free version is great for people just starting out with not budget for CRM systems."

5 years ago

Cheryce E. star-alt star-alt star-alt star-alt star-alt

Virtual Assistant, Professional service

"This software is web-based, easy to use and inexpensive. Insightly offers a simple way to keep track of customer details and notes. Also good to use as a database for easy search."

5 years ago

Antonio B. star-alt star-alt star-alt star-alt star-alt

Auxiliar administrativo, Carreras Grupo Logístico

"null"

5 years ago

Nancy D. star-alt star-alt star-alt star-alt star-alt

Co-Founder, WILLO

"For a small operation like mine, this is an outstanding CRM tool that does what I need. I love the way I can access my emails, events and notes by multiple channels including opportunities, projects, contacts or companies. As a company with two principals, this has everything we need in a CRM to share information."

5 years ago

Piyush J. star-alt star-alt star-alt star-alt star-alt

Network Engineer, BT

"null"

5 years ago

Victoria B. star-alt star-alt star-alt star-alt star-alt

"null"

5 years ago

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

"Insightly was a great CRM for our team. We used the software for over 2 years with no major issues. More expensive solutions may be available but the value addition may need to be looked at."

5 years ago

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

"Insightly is one of those apps that you may not even have realised you really need but once you start using it you just don't know how you survived without them. It's truly a revolutionary CRM tool that makes your to-do list simple and straightforward. Must try it"

5 years ago

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

"I cant think of single thing that I like about Insightly. It has to be the worst software we have ever used. There are lots of fake reviews claiming it is good. It isn't."

5 years ago

Cassandra B.

Cassandra B. star-alt star-alt star-alt star-alt star-alt

Outreach Coordinator, Athena Study Abroad

"Would recommend to anyone. It is really useful and has all the information I need for my job. It is really user friendly, I can just type in what I need and everything is there. It can house a lot of information too."

5 years ago

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

"My overall experience has been nearly great. It allows me to track my leads for my real estate developments. Insightly is easy to use thanks to its intuitive interface. The integrations with GMail make it really quick to send out emails and update your customer's contact details."

5 years ago

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

"Insightly is a really cool CRM that I mostly used as a secondary database to maintain a list of Key Contacts for our organization. The link feature is great when you want to make sure you are keeping track of connections and know who to contact when you want to reach certain targets. Being able to bcc an email and log your communications is really handy, too..." Read more

5 years ago

Ann M. star-alt star-alt star-alt star-alt star-alt

Project Manager, Boeing

"null"

5 years ago

Norman David A.

Norman David A. star-alt star-alt star-alt star-alt star-alt

Recovery Specilist, AT&T

"Overall good, just not the perfect fit for us. Good layout, easy to get an overall picture of prospects"

5 years ago

John B.

John B. star-alt star-alt star-alt star-alt star-alt

Principal, Treadwell LLC

"It successfully organizes our sales opportunities and successes. That's the most important thing. The report writer is basic, but very functional. I enjoy how simple it is to connect different records together."

5 years ago