Insightly Reviews

A good option for SMEs

Comments: A good value option for SMEs- it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there. At the same time, it is priced quite low at the entry level so may fit your needs!

Pros:

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Cons:

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

A versatile CRM Tool

Comments: By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.

Pros:

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Cons:

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Poor quality, high cost

Pros:

They offer sufficient customer support for setup and management

Cons:

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Insightly does what we need it to do.

Comments: It meets our needs,that might not sound glowing,but it is meant to be.

Pros:

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Cons:

Wish we could customize more fields in Kanban view and assign colours for categorization.

Insightly is good, but there are better CRMs out there

Comments: Insightly is great a simple every day tasks, but does not handle complexity very well.

Pros:

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Cons:

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

App Connect

Comments: Overall we are very pleased with Insightly and App Connect

Pros:

App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Cons:

It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Insightly Has Been a Scalable CRM Tool

Pros:

I like the scalability of this CRM solution. Insightly is easy to use and simple to set up.

Cons:

I have zero dislikes concerning Insightly. Insightly is amazing.

Good for a small company

Pros:

I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Cons:

There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

Insightly Has Been a Powerful CRM Solution

Pros:

This CRM solution has been easy to use and dependable. I like the efficiency of the features of Insightly.

Cons:

I do not dislike Insightly at all. Insightly has been so efficient to use.

Insightly's Features are Incredible, Making It a Top Solution

Pros:

This customer relationship management software has been functioning brilliantly. I like how Insightly has been reliable and easy to implement.

Cons:

Insightly has been sensational. I do not dislike Insightly at all.

Intuitive CRM for Small and Medium Business

Pros:

Essential front-end and easy customization of fields and pipelines.

Cons:

Lack of pre-built connectors for the integration with enterprise platforms and portals.

8- year customer still finding ways insightly can improve our efficencies

Comments: Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.

Pros:

CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.

Cons:

The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.

Insightly developed to enhance our feeds

Comments: In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Pros:

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Cons:

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

A fairly reasonable CRM for a small business

Comments: It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.

Pros:

It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.

Cons:

The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.

Great product with great customer service

Comments: It has been fantastic. Not one single issue.

Pros:

Once the system is customized for you, it is really easy to use.

Cons:

The time it takes to customize it for me.

Customized for our industry (awesome) but not always easy to move around

Pros:

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

Cons:

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

Creative Alliance Review

Comments: Our daily task scheduling, contact database management and tracking our sales have been simplified by Insightly so thank you to the makers of this software.

Pros:

Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly. It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us.

Cons:

There is not much cons but just one that we have found. Email integration could be improved. Other than that it is fine.

Insightly, makes me happy!

Pros:

It is easy to navigate. Easy to manage my task!

Cons:

Sometimes it logs me out, out of nowhere

Great CRM! Keep track of your contacts, leads, opportunities, and sold projects!

Comments: I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!

Pros:

All in one data base for all information regarding clients, sales, operations, marketing, etc.

Cons:

It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm!

Insightly>Not just a CRM Tool but a Partnership

Comments: The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!

Pros:

First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.

Cons:

Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.

Insightly — Helpful and Informative

Comments: Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great.

Pros:

I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness.

Cons:

My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus.

Great economical CRM with custom automations and 3rd party integration

Comments: Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise.

Pros:

Custom automations, 3rd party integration

Cons:

Last of a robust phone system integration and the last of a prospecting module

Insightly is critical to our business

Comments: For a small to medium sized business Insightly is a great as it has entry level options to get you started.

Pros:

As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions

Cons:

Once things are set up the system is good, but like any system its only as good as the information you put into it. We have the hang of it now and it's working well. Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to reporting.

Insightly is the perfect CRM

Comments: We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly.

Pros:

First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.

Cons:

Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

Casual user

Comments: Feels like very hard work every time you use it.v

Pros:

The search function, to a point.I like that we have a CRM system.

Cons:

It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.