Insightly CRM Reviews

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.

Catherine H.Research Manager

5.0

Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. Companies can improve their customer service by analyzing consumer data and opinions in-depth. Review collected by and hosted on G2.com.

Ajay Y.QA Engineer

5.0

Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface Review collected by and hosted on G2.com.

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

0.0

The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support ticket, it is automatically deleted. Review collected by and hosted on G2.com.

Sam P.Marketing Director

0.0

Save yourself the frustration and get a different platform 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.

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 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.

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.

Rosalina M.Executive Assistant/ Freelancer

5.0

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Priyansh K.Owner

4.0

Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system.

Susan A.Sr. Manager-Business Operations

5.0

Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Anupam T.Salea Executive

2.0

Overall experience is not good as compared to Netsuite by Oracle or Salesforce.

Erica F.Customer Happiness Manager

5.0

No Comments