Insightly
What Is Insightly?
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.
Who Uses Insightly?
Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM.
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Reviews of Insightly
Susan
A reliable and completely user-friendly tool with immense productivity.
Comments: 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.
Pros:
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Cons:
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Insightly Response
4 years ago
Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
Denise
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.
Benjamin
A great customer relationship management system
Comments: Insightly is an excellent CRM that can compete with the best because of its thoroughness. It's helped us organize and keep track of data on a wide range of customers, and we've been using that data in innovative ways to propel sales and marketing efforts. Insightly gives you instant access to detailed information on all of your customers and the people who might need to be contacted to expand your client pipeline and boost your sales. We're happy with how it's been implemented in our business.
Pros:
Insightly is a top-notch customer relationship management tool that has dramatically improved how we interact with our clientele. Its ease of use and intuitive design have greatly aided my transition to this software. By centralizing and analyzing customer data, Insightly has helped us increase revenue, refine our marketing strategies, and better serve our clientele. Insightly's analytics and tracking features have been influential in assisting us in making well-informed choices regarding our advertising, marketing, and customer service efforts.
Cons:
First, it's not the cheapest software, but its reliability and speed more than makeup for the initial investment. However, it needs more tools to administer email marketing campaigns.
Nathalie
Alternatives Considered:
Useful & inexpensive CRM system for growing businesses
Comments: Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.
Pros:
It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.
Cons:
Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.
Natalie
Alternatives Considered:
Insightly - We're Back Again
Comments: We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.
Pros:
The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.
Cons:
The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.
