Insightly CRM Reviews

Verified User in Non-Profit Organization ManagementMid-Market(51-1000 emp.)

5.0

Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team. Review collected by and hosted on G2.com.

Dawn R.Small-Business(50 or fewer emp.)

5.0

It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. Review collected by and hosted on G2.com.

kati g.Sales Operations and Outreach Coordinator

5.0

The best thing about Insightly CRM is how well thought out everything is. It's extremly modern which means it's easy to use and everything is very organized and clean. The Insightly CRM also gets updated with things that greatly improve the production value of the CRM. It has everything you are looking for and it's clear the Insightly team wants your business to succeed. Review collected by and hosted on G2.com.

Verified User in Information ServicesSmall-Business(50 or fewer emp.)

0.0

Review collected by and hosted on G2.com.

Lili B.Full Time Business Development Marketer

0.0

They did an upgrade now there are glitches. They erased a years worth of my work, there is no back up and they do not care nor do they apologize. Review collected by and hosted on G2.com.

Verified User in Facilities ServicesSmall-Business(50 or fewer emp.)

0.0

I started the set up it was time intense so only put a small amount of information in and then stopped using it Review collected by and hosted on G2.com.

Natalie H.Executive Office

5.0

Really solving the previous bulky way of handover info by email, this software enables us all to see where projects are at, what needs doing and we do not miss vital tasks or follow ups - this is essential for us and our clients.

Juana S.Education Management

5.0

now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead

victoria c.Education Management

5.0

now we are more organized, we answer our consultations faster because of having everything in the same place!

Cosmin S.Construction

1.0

Execrable customer support when you need it the most. No support whatsoever over the phone to set it up, although I have the paid version but not the most expensive one where the help over the phone is included. The only help is via emails and you get them only during business hours. Very frustrating to spend a lot of time trying to discover what you need to do while you need it right now. Probably that's why they have the non-refund policy. Lesson learned, stay away off the products you can't get support.

Anonymous ReviewerEntertainment

1.0

Services were dropped as the time passed / all optional services became additional add-on packages / extremely bad customer service.

Nick G.Market Research

1.0

Waste of time and $

Verified UserEmployee

10.0

Insightly is mainly used by me, as the office manager. I take down all the orders we get in and therefore am in charge of updating all our client information in Insightly. Insightly is used by all departments of our company. It gives us a great overview over our thousands of clients and helps us keep track of each client's order with us.

Massimo PizzettiSales Management Senior Consultant, Trainer and Coach

10.0

I use Insightly myself and help some customers introduce it in their companies. It is a simple to use CRM that can improve a sales organization.

Matt SavilleSolutions Engineer

10.0

Insightly is currently used by both our sales and support staff, as well as the supervisors and management team. It assists with keeping track of all communications, and ensures accountability throughout each department.

Verified UserC-Level Executive

2.0

It is used company-wide to share contacts. We also use it to keep track of projects we're currently working on.

Verified UserAccount Manager

2.0

We use Insightly as a way to manage client activity from sales through to active account management. Primarily we use it as a project/task management tool. It starts with Business Development but it is mostly used by account managers to help manage their workflow and keep track of tasks. Management also uses it as a way to keep on top of the multiple client programmes.
Can be fiddly to navigate Customer support requests are not dealt with quickly Fields are not as customizable as they could be

Kathryn ArnoldSales Representative

2.0

Insightly is used to track quotes and orders for our client's projects. The business problem is the level of detail involved with each project and keeping up with frequent changes and deadlines. Insightly allows us to keep all the information in a specific Opportunity/Project to serve our customers better and faster.
Please add the box back in to Files that allows for easily removing multiple files. This feature was in the Classic version and has been removed. In the current version removing un-needed files is a very chunky monkey process and a primary reason I no longer recommend Insightly to others in my industry. Png's such as Facebook, LinkedIn, and Instagram used by many in my industry as part of an email signature are saved as separate files along with quotes and documents I frequently need to open. It is extremely irritating to scroll through many of these Png files to find the one I want to open. I rate the instructional videos a C. They seldom cover my question and I find rooting around to solve my problem better than using the customer service help or Zendesk options. The information on Mailchimp Integration is very poor and I want to use Mailchimp Marketing.

Jamie H.Head of Growth

4.0

Overall: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Jim V.VP Sales and Marketing

5.0

Overall: I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.

Jennifer W.Verified LinkedIn UserVice President business development

5.0

Overall: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

David H.Verified LinkedIn UserCEO and CO Founder

4.0

Overall: I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys.

Pier Ludovico B.Verified LinkedIn UserCEO

1.0

"DONT REGISTER! Once you are in they lock you in a cage and throw away the key "