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Insightly CRM Reviews & Testimonials

4.2 (1,363)

Reviews: 1,363


5
49%
4
34%
3
11%
2
3%
1
3%

83% of customers would recommend Insightly CRM

  Showing 2 star reviews only  

Susan G. star-alt star-alt star-alt star-alt star-alt

"Feels like very hard work every time you use it.v. The search function, to a point.I like that we have a CRM system."

a year ago

Anupam T. star-alt star-alt star-alt star-alt star-alt

"Overall experience is not good as compared to Netsuite by Oracle or Salesforce. The software looks good, and easy to use."

a year ago

Administrator in Accounting star-alt star-alt star-alt star-alt star-alt

"Insightly Review. — What do you like best? Visually, it looks great and less cumbersome than other CRMs. — What do you dislike? It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software. — Recommendations to others..." Read more

2 years ago

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

"NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with."

3 years ago

Robert D.

Robert D. star-alt star-alt star-alt star-alt star-alt

Co-founder, Farmers First Coffee Company

"Overall, we ended up ditching Insightly. I'm glad we did. Initially, I liked their front-end sales pitch and pricing. That, unfortunately, was pretty much the best of it."

4 years ago

Meredith C

Meredith C star-alt star-alt star-alt star-alt star-alt

"There is a lot of flexibility with Insightly for integrating other products."

4 years ago

Administrator in Law Practice star-alt star-alt star-alt star-alt star-alt

"Easy to read information about contacts"

5 years ago

User in Hospital & Health Care star-alt star-alt star-alt star-alt star-alt

"The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline"

5 years ago

Nathan B. star-alt star-alt star-alt star-alt star-alt

"null"

5 years ago

Jeff P. star-alt star-alt star-alt star-alt star-alt

"null"

5 years ago

User in Architecture & Planning star-alt star-alt star-alt star-alt star-alt

"Insightly is affordable for my company, a small team of 10."

5 years ago

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

Auxiliar administrativo, Carreras Grupo Logístico

"null"

5 years ago

Brad N

Brad N star-alt star-alt star-alt star-alt star-alt

"the dash board was pretty. offered nice insight into wins"

5 years ago

Nick E. star-alt star-alt star-alt star-alt star-alt

Director of Operations , Envest Microfinance

"For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you."

6 years ago

Christophe C. star-alt star-alt star-alt star-alt star-alt

CEO, CX Group

"This is a very normal CRM system. The UX is acceptable as it is. However, see below if you are using multiple currency"

6 years ago

Jim G. star-alt star-alt star-alt star-alt star-alt

President , Aqua Quest, Inc

"I'm looking to switch of Insightly. Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don't work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobil..." Read more

6 years ago

Evan C. star-alt star-alt star-alt star-alt star-alt

Sales, Conservatory Craftsmen

"Like the Applebee's of CRM's. Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work"

6 years ago

Executive Sponsor in Aviation & Aerospace star-alt star-alt star-alt star-alt star-alt

"Having the application web based makes it very flexible."

6 years ago

Deena S star-alt star-alt star-alt star-alt star-alt

"Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!"

6 years ago

User in Automotive star-alt star-alt star-alt star-alt star-alt

"I like the channel that displays all the activity"

6 years ago

Miguel P. star-alt star-alt star-alt star-alt star-alt

CEO, GMD

"This software fills a lot of information about your leads in an automatically way. The best thing in this software is a feature that fills automatically some information about your leads. Starting with the email the software uses the social medias like linkedin to fill the company, the position in the company, the phone number, the photo, etc."

6 years ago

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

"Easy to change features and mold into different style of organizing"

6 years ago

Amelia B. star-alt star-alt star-alt star-alt star-alt

President, Exposure Skate

"It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM."

6 years ago

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

"I liked the reports feature. Although there are some issues, it worked relatively well."

6 years ago

User in Staffing and Recruiting star-alt star-alt star-alt star-alt star-alt

"leads are all in one place and grouped by category"

6 years ago