Insightly Reviews

Pros

The ease of onboarding & use. Ability to customize without having to use a developer

Cons

Nothing. All the features we needed, Insightly has.

Alternatives Considered

Friday and HubSpot CRM

Reasons for Choosing Insightly

Affordability. Ease of customization

Switched From

Salesforce Sales Cloud

Reasons for Switching to Insightly

Cost, features, willingness to sign a business associate agreement (healthcare)

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.

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.

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.

Alternatives Considered

Salesforce Sales Cloud and monday.com

Reasons for Choosing Insightly

The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.

Switched From

Zendesk Suite

Reasons for Switching to Insightly

Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.

Pros

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Cons

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Pros

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Cons

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Alternatives Considered

Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Salesforce for Retail, Bitrix24 and HubSpot CRM

Reasons for Switching to Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.

Pros

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Cons

Objects do not talk to eachother making reporting extremely difficult

Alternatives Considered

Salesforce Sales Cloud and Buildertrend

Reasons for Choosing Insightly

Marketsharp was very limited on what it could do and report on.

Switched From

MarketSharp

Reasons for Switching to Insightly

The cost and customizability was more affordable at the time.

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.

Pros

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.

Cons

Difficulty integrating other systems....

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.

Pros

I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc.

Cons

The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel.

Alternatives Considered

DealCloud, Zoho CRM and Pipedrive

Reasons for Choosing Insightly

Comments above

Reasons for Switching to Insightly

Insightly was best for linking contacts, companies, leads and projects. They also had an email syncing tool which was helpful.

Pros

It can be used in simple form or allows us to enable more features as our needs grow.

Cons

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing Insightly

Cardscan was outdated and no longer able to flex to our needs

Reasons for Switching to Insightly

Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process.

Pros

The self-served ability to customize our pipeline by service offering.

Cons

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Pros

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Cons

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Pros

I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!

Cons

It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.

Pros

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Cons

To get some of the features we are using today, the cost has increased significantly.

Pros

Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM.

Cons

Slow and very unhelpful customer service. Extremely poor functionality, navigation, and organization. Many bugs.... Then a severe lack of help in fixing said bugs. There is no number to call, and if you need help you can only speak with a general customer support member by scheduling a call, and only after expressing dissatisfaction, you are never put in touch with the technical team. I don't have the time nor willingness to become Insightly's tester by constantly reporting new issues, which then are either slowly to never resolved. There have been so many issues since the March updates, our website and other tools don't function properly because fields were renamed. Renaming and deleting tags rarely works, or you have to do so a few times in order for it to stick. Writing notes or emails - you can't bold, italic, or cross out text nor backspace/delete normal (screenshots already provided). My manual labor has increased ridiculously, and frustrations rise every time a new bug is found since the old ones are still an issue. It's hard to create proper reports since contacts/opportunities are separate items. There is no one to call to walk you through something if needed. I understand the price is lower, but I don't feel my company gets what it pays for anymore thanks to all these issues. I'm an extremely frustrated user... who is losing customers and gaining a lot of work and headaches thanks to this CRM.

Pros

I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.

Cons

My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.

Pros

It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product.

Cons

Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from

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.

Pros

Here are just a few pros:
* Easy to use and learn
* Integrated Light Weight Project Management
* Fast Response
* Great note taking
* Easy task tracking
* Great for sales cycles and customer service alike
* Useful Integrations
* Better User Interface than most (every tried Salesforce and couldn't find anything?)

Cons

A couple of Cons:
* Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain'
* Task and Event Handling need improvement as reported by many clients
* Need fully functional 2-way sync with Google Calendar
* Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one')

Pros

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Cons

Some features and functionalities with customizable fields are limited when compared to other CRMs

Pros

Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information.

Cons

The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced.

Pros

Pretty easy to use, task and follow up easy to set up in a sign

Pros

I appreciate the ease of workflow and clean data organization and presentation.

Cons

Limited when tailoring list views per user.