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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

Eric P.

Eric P. star-alt star-alt star-alt star-alt star-alt

IT Manager, Bosch USA

"The interface is really very nice. It's well designed which makes it easy to use the software. I like the availability of lots of videos that helps to train users on how to use the product. There are lots of integration options with third party tools. I also like the ability to easily customize the products to suit one's needs."

6 years ago

Jenna M. star-alt star-alt star-alt star-alt star-alt

Communications Manager, International Relief Teams

"Overall Insightly is an affordable CRM that is intuitive to use (for its most basic features) but also has a slightly steeper learning curve to truly grasp all of its capabilities."

6 years ago

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

"Very usefull and easy to custom for our own needs"

6 years ago

Sani F. star-alt star-alt star-alt star-alt star-alt

Founder/Creative Director, SunnySide Social Media

"It helps keep everything super organized. I love that. I love how user friendly and intuitive it is - works really well for a team of people, assigning projects, etc."

6 years ago

Jerssie B. star-alt star-alt star-alt star-alt star-alt

Warehouse Manager, IBG group of Companies

"this app are very helpful in doing CRM in businesses. It managing projects in easiest way. I like the real time task features, with that, it allows the owner to track reports in time. Cool!"

6 years ago

David K.

David K. star-alt star-alt star-alt star-alt star-alt

General Manager, iCan Storage

"I like the product, been using it for 3 years, but dislike the search interface and functionality and lack of phone support."

6 years ago

Andrew O. star-alt star-alt star-alt star-alt star-alt

Owner/Creative Marketing Director, Media Smart

"null"

6 years ago

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

"Overall, Insightly has been a pleasure to work with. I use this with a smaller team so it's been easy to start-up and run with. I have some concerns about our business "outgrowing" it but hopefully it grows alongside us!"

6 years ago

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

"It is an awesome method of maintaining the Vendors database. It can also be searched very easily."

6 years ago

Lex M. star-alt star-alt star-alt star-alt star-alt

Senior Accounting Manager, ZCFO

"Inslightly offers competitive prices and is pretty user friendly for most users. It now offers a free base level subscription which is a great incentive if you're not sure which CRM to choose."

6 years ago

Stephanie S. star-alt star-alt star-alt star-alt star-alt

Quality Assurance Officer, Manufacturing Company

"Great app for me! it is manageable in doing tracking contacts, clients, documents and many more. And with this, you can collaborate with other application that is common online to make your work easy and faster."

6 years ago

Lucinda H.

Lucinda H. star-alt star-alt star-alt star-alt star-alt

Freelance Writer, Self Employed

"I like that you can have two users for free. It's a great solution for small businesses that need capital for other things."

6 years ago

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

"Their Gmail integration is how I started using them, really liked the look and feel of it. Not having a contact limitation is definitely nice, but the pricing is also medium range with it."

6 years ago

Carmel L. star-alt star-alt star-alt star-alt star-alt

LMS Subject-Matter Expert , Healthcare Company

"This software allows you to connect through online to common application as well. It is easy to use and it tracks well all reports, contacts and projects."

6 years ago

Adam G.

Adam G. star-alt star-alt star-alt star-alt star-alt

Associate Account Manager, Five Blocks Inc.

"Good program for what it is supposed to do but there si not much in way of extra features."

6 years ago

Alex N. star-alt star-alt star-alt star-alt star-alt

Head of Operations, Sav Pro

"Good experience overall. Helps improve sales processes and automate manual tasks. I love the workflow automation and the ease of personalising the CRM to our business."

6 years ago

Jordan P. star-alt star-alt star-alt star-alt star-alt

Managing Member, Sunland Home Care

"Insightly has built such an amazing CRM platform that is as clean and simple to use as possible. While we won't mention any competitor names, we know the market is flooded with tons of CRM's. Insightly has done an excellent job providing us with a platform to focus on what is most important to us, our clients!"

6 years ago

Jessica d. star-alt star-alt star-alt star-alt star-alt

"I love this app. I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."

6 years ago

Álvaro L. star-alt star-alt star-alt star-alt star-alt

Marketplaces, Makerto

"null"

6 years ago

Emmanueliza L. star-alt star-alt star-alt star-alt star-alt

Senior Product Assistant, Suyen Corporation

"Easy to use. The interface is good and very reliable. I can easily track down different data and records."

6 years ago

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

"Insightly has many customizable features, which makes it a good option for organizations with unique CRM needs. Also, there are integrations with Zapier to make the tool even more powerful."

6 years ago

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

"It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform."

6 years ago

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

"Was my first try at a crm, used only the free version, but never really got the use out of it. Perhaps because it wasn't an enjoyable/intuitive experience I was going for"

6 years ago

Nicholas D.

Nicholas D. star-alt star-alt star-alt star-alt star-alt

Founder, Creative Director, Edge One Media

"We started using Insightly as a very small company when we recognized we needed a way to keep track of our clients as a team. We had outgrown email chains and had a growing client list and team, and Insightly was a free way to get started. Since then, we have upgraded plans with Insightly twice and they still do a very good job of keeping track of customer..." Read more

6 years ago

Tim P. star-alt star-alt star-alt star-alt star-alt

Principal, Profound Development

"I would recommend this to any SMB company. Great for a startup, and I think the software grows well with a small company."

6 years ago