Insightly Software


 

Insightly CRM provides small and midsized businesses with a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. It is available via the Web and on mobile devices.

Designed to integrate with many popular applications, Insightly connects users to online applications such as Google Calendar, Gmail and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online, Xero, and more. Mobile apps offer users access to information from anywhere and support the iPhone, Android and tablets such as the iPad and Google Nexus.

Insightly’s dashboard provides real-time information via a task dashboard and opportunity reports. Insightly's Advanced Reports allow the creation of custom, tabular reports. Opportunity reports offer details such as the responsible user, pipeline and pipeline stage, close date, probability of winning and value.

Insightly also offers integrated project management functionality. Once a deal is closed, users can track and manage follow-up project commitments directly from within the CRM. The Insighly Sidebar also saves emails directly from Gmail, giving users access to the history of their conversations and allowing them to link all correspondence to projects and events.

 

Insightly - Administration
 
  • Insightly - Administration
    Administration
  • Insightly - Contacts
    Contacts
  • Insightly - Opportunities
    Opportunities
  • Insightly - Project management
    Project management
  • Insightly - Reports
    Reports
  • Insightly - Tasks
    Tasks
Supported Operating System(s):
Web browser (OS agnostic)

165 Reviews of Insightly

 

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Software Advice Reviews (63)
More Reviews (102)

Showing 1-20 of 63

jaclyn from clutch design
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Insightly review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great price for product and user friendly.

Pros

I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases.

Cons

Insightly is missin ga few features. I wish some fields offered more customization, but for now, it is doing the trick. when I need more, I will just have to upgrade.

 
 

Elysha from CodeCraft School of Technology
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Nothing but trouble since March revisions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

emily from Debut Development
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great CRM for any size company.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around.

Cons

Not quite the project management we expected. Some time line and project features but not enough to suit our needs.

 
 

David from Fortnum Private Wealth
Specialty: Banking
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Strategically able to meet the needs of an SME business with up to 50 Users and hundreds of contacts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Excellent product and installed across the business in under 6 weeks fully implementation

Pros

Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help

Cons

The security options are not yet mature and there are some counterintuitive setups that cannot be resolved
The display screens are not customisable apart from filters

 
 

Patti from garmentprinter.com
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Not for me, but it is what our company has chosen.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Seems to be geared toward "groups, projects, events". I am a salesperson, not a member of a project.

Pros

I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes all with the exact same name.

Cons

To hard to quickly get to where I need to be. Too many screens for the same thing i.e. lead, contact, organization, opportunity. And separate notes for each category. Email seems unreliable.

 
 

Catherine from Hoboken dual language charter school
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Great beginner CRM for small organizations!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Free version worth trying out, if you're on the fence.

Pros

The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side.
It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, you can set alerts!
Interface is "pretty" and features don't feel overwhelming.

Cons

The Reports can't be customized as much as we'd like.
The simplicity is also it's weakness. It can have fairly basic features, and we've found that it's not robust enough for our organization as we've grown. It won't do everything you need (but it's hard to find a software that does!).

 
 

Adam from SEMCO
Specialty: Energy
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

All around a really good CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. I would mainly use the system for staying on top of tasks and project management. The only downside compared to other CRMs is the email function, which I found to be limited.

Pros

Easy to use, intuitive design, and the certain functions like the task list, calendar, and project management tools were top notch.

Cons

If you plan to do a lot of email marketing, this may not be the CRM for you. Email blasts were not really an option with Insightly.

 
 

Carol from The Medicare Maven
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Good for the price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped.

Pros

Customer service and training were good. This allows me to link contacts calendar with Google. Love it.

Cons

some of the type is too small on the screen. The Opportunity area does not work for me as I mainly use the Contacts and Project areas.

 
 

Rachelle from Strategic Marketing Solutions
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Nice product - especially if it is a first CRM for you!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I highly recommend Insightly for small to medium sized businesses. I first got to know Insightly several years ago. Our company was established but was doing business all around the country off of spreadsheets! We needed a CRM. We looked at several other options (including SalesForce), but Insightly was right for us. I'm with a new company now and within two months of my hire we ditched Infusionsoft and went with Insightly. Transferring the data from one database to this new one was easy for a non-tech person to do. A good mobile app that goes anywhere with you. Good report generating functions. Great tutorials and videos. It doesn't have all the advanced bells and whistles that some of the big programs have, that's not what these businesses needed.

Pros

Easy to learn and use. Has plug ins that are very helpful, we use it with MailChimp and QuickBooks Online. Very affordable and has lots of functionality. It helps us keep track of all we need to get done.

Cons

It takes a while to learn some of the more advanced features. Plug ins could be more seamless, but that will come in time, I'm sure!

Advice to Others

If you are a sole proprietorship or a start-up, get Insightly and get your stuff organized right from the start. It's super affordable for anyone on a budget. If you're a small to medium sized business that doesn't have a CRM or is underutilizing your CRM, consider moving to Insightly. It will be easy for all of your team to use, and when you become fabulously successful, it can grow with you. I've had no regrets with Insightly!

 
 

Austin from The Voice Newspaper
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Simple and Affordable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Insightly was easy to use. Of all the CRM software I have tried, this one was the most straightforward. I started on the free plan and shifted to the business plan with some nice feature upgrades.

Pros

Price. Insightly has a great free option and business options a just over ten dollars a month. Simplicity. Insightly was among the most user-friendly CRM programs I have experienced.

Cons

Reporting. Insightly does not offer the greatest range of report customization.

Advice to Others

If you are looking for a simple and very user-friendly program at a wonderful price, the Insightly is a great option.

 
 

Hannah from David's Harp Foundation
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Insightly is a GREAT resource!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I work for a small nonprofit and we went through many trials of software before we finally found Insightly. I would highly recommend this, especially with the app! It makes keeping track of everything and all your contacts a breeze.

Pros

It is very simple to use and keep track of tasks, contacts, organizations, calendars and so much more super easy. I love the app because I can update on the spot after a business meeting or phone call!

Cons

I haven't found a way to sync with outlook yet and I haven't found how to keep running notes with a time signature.

Advice to Others

This is the perfect way to get organized and make the most of your business contacts! I highly recommend it!

 
 

Kristina from Language Wonderland
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall Insightly is easy to use and navigate. We use it to organize contacts and keep tasks organized.

Pros

Easy to use and very intuitive.

Cons

We haven't worked with syncing it with our Google drive yet.

 
 

Toni from SENIOR EXPO UTAH
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Insightly for CRM of Expo Participants

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I found this to be too complicated and time-consuming to utilize with other software. Since our major software is for invoicing and processing payments the Inslightly program just did stack up to our expectations.

Pros

Honestly, this was the first program we tried to do a TEST on our media list and CRM activites.

Cons

I could never get past the 1st step not user-friendly and Insightly didn't offer personal tech support not a good thing when most other programs we tried after trying Insightly did work

Advice to Others

Try some other CRM program.

 
 

Jennifer from Decisions Oriented Inc
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great for Small Businesses!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks. Most of its features are free for up to two users. We use it for Resume Management, Proposal Management, and HR functions as well as all of the customer management. When we get more employees I would not hesitate for a second to pay for a full subscription. They have also improved on their role base access controls so you can limit to who can see what.

Pros

The ease of use and integration with Google and Quickbooks. The reports are also pretty cool and easy to use.

Cons

Nothing so far!

Advice to Others

Use the free trial first for a while before you decide.

 
 

Stephen from Stephen Taylor & Associates Ltd.
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

December 2016

December 2016

Insightly is Still the Best Option

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I have used Insightly for a few years in my coaching/consulting business. I find it very easy to use and quite flexible. I particularly like the fact that it works seamlessly with Google for Business.
Insightly has a project/case management function which I use for direct coaching. Works very well and links with Google Docs.
Every year or so I try other apps but I always decide to renew with Insightly.

Pros

A huge plus for me is the 'forced save'. When making notes, Insightly forces you to save the note before you can open another window. I work on the 'fly' and I can't tell you how many times I've lost notes because other apps allowed me to switch windows before saving.
However, when you later want to 'add a comment' to a note, it is not auto-saved, so beware!

Cons

I've had a few issues around linking emails from Gmail. A bit confusing but not a deal breaker.

Advice to Others

This is a really solid app for small business.

 
 

Bonnie from B Noble Consulting
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great features for Screamin Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Insightly provides a robust solution for small to mid-size business for an extremely affordable price. Support has been easy to work with and the how-tos have all worked on the first shot.

Pros

I like that it interfaces with both Google and Outlook. Also, you can link it to your website and create contact records directly from the folks visiting!

Cons

Would like to be able to scan more biz cards in for free

Advice to Others

Definitely, put this on your shortlist to compare with others. For the price and functionality - pretty hard to beat!

 
 

Christie from BLKBX Creative Group
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Unsightly for Small Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We used this CRM for internal use as we organized and managed our client lists, projects, emails, and tasks. Our business is small but growing rapidly, and our client list grew exponentially within the last year - Insightly's system for tagging, it's icons, and it's organizational taxonomy was extremely helpful. That said, we didn't use all of its capabilities (like email blasts/templates), and I wish I'd been able to assign tasks to some of our other users. It felt a bit silo'd and secretive. We also had issues with privacy, as I, as the account holder, was able to see everything any other user could do - So our CEO chose to open a separate account in order to conduct his business sight-unseen. Turning off visibility would have been helpful, for efficiency's sake.

The import/export list function for clients, etc. was far more helpful and effective than any other CRM we trialed. As long as our business is small, I'd use Insightly.

 
 

Matt from Swiftward
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Insightly is a good choice for small software-savvy operations

Ease-of-use

Functionality

Product Quality

Customer Support

Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software packages that save time and enable information sharing. Still, upon installation, the Insightly program did a fair job. Where there was friction and frustration was having to devote the time, and align our thinking with their software designers, to implement the software on different Windows platforms we had among our small team. (Our problem, we know.) While the newby on the team found she could use Insightly after some (time consuming) tutorial watching, the guy with more CRM, contact management and project management experience found Insightly to be less intuitive and more clunky when it came to smoothly integrating with Outlook, Google contacts and calendar. Take all of this with a grain of salt, please, because we loaded the free version. Still, before paying for any upgraded functionality, we are looking for a product that behaves as intuitively as it should it it was designed by busy agency professionals who need to switch functions on a dime, just after a client contact, or integrate easily with other packages.

Pros

Very simple, non-intimidating interface. Tries to be homey and welcoming to very small businesses. Earnest effort to serve up helpful hints. Looks like it doesn't require a lot of time to use.

Cons

Not particularly business-like, visually. Cutesy. Not as intuitive an interface as expected. Glyphs and symbols are not immediately intuitive. More clunky when it came to integrating with Outlook, Google contacts and calendar.

Advice to Others

IF you are a savvy software user, and you have per-user per-month fee to spend (which needs to be paid annually), then Insightly could be right for you. If you're looking to move into CRM/Project Management software for your small firm (1 or 2 users) and want to try before you buy, then plan to devote 6 - 18 hours on installation, tutorials and connectivity with other programs. Still, a pretty good deal IF you are savvy, patient and willing to spend the time. Remember, though, any CRM/Project Management software will require care, feeding and near constant use in order for it to work FOR you, rather than bog you down with data entry (which can seem to sap your energy and divert time away from more action-oriented tasks. That's going to be a challenge no matter which package you choose.

 
 

Michael from Groovy house handyman services
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

A nice start but needs some tweaking.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I really needed a way to synchronize all my events keep track of clients... Overall inslightly is okay and much better than nothing but I've had some problems.
The first thing that surprised me was that the web based Inslightly calendar does not synchronize with Inslightly app. I had a big problem composing an email and clicking out of it to get information from the link then coming back to it and seeing that it was gone. There was no draft folder and no way to preserve what I had written so I had to start all over again. Very frustrating. I am also repeatedly having to log back in which is time-consuming and frustrating.
On one occasion and I composed an email and sent it to my client only to find out that he received a blank email. Again, No drafts folder and no copy of the email I had composed, but I've watched it disappear.

Pros

I like being able to link events with clients.

Cons

I can't use the native contacts in Mac, I have to input new Contacts by hand. I would like to see you it synchronize better with calendar and other Apple related products. I also really don't like not being able to share calendars. My assistant can enter an event and I don't see it... What good is that?

Advice to Others

Get this if you have no budget but don't expected it to do everything you need.

 
 

Terri from A Vermont Table Catering by Terri Ziter
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Great client management software for my small business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site is very helpful.

Pros

Once you have figured out what you want to get out of Insightly and how it can help your business, there are many ways to customize it. Great search capability. Task function lets me know what I need to do, when I need to do it and how important it is.

Advice to Others

Find someone who is using Insightly and have them help you set it up. Watch the tutorials. Don't pay someone to set it up for you or you'll have a hard time making changes on your own.

 
 
 
Showing 1-20 of 102

Matt from Pine Creek Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Good beginner cloud software for contact management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Keeping track of all prospects, customers, and past customers.

Pros

Can't beat the price to start. I also really like the task management and custom field functions of this software.

Cons

I did not have any email marketing integration which is important for my business. Could use some improvements in the mobile version.

Source: Capterra
 


July 2017

July 2017

Strange import & Instant Gmail Issues

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Cons

I hadn't even started when I opened what I thought was a new app - only to have a whole slew of contacts, projects, tasks etc - flood what was a new account.
On top of this, since I used a gmail - now Insightly demands to have access to my accounts before getting into my gmail which has screwed up my workflow - and I hadn't even STARTED using the program.
There is no phone number so you can't even talk to a human. I've reached out to two people on LinkedIn associated with the company. We'll see if anyone gets back to me.

Source: GetApp
 

Daniel from ShopVOX
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Great CRM, Lots of automations and flexibility.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The price point and ability in this software is increadible. This is a very complete CRM

Pros

I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though it can do a lot.

Cons

the lead distribution is awesome, but only allows for round robin distribution of leads, it would be nice to see that change to some sort of ratio like 1:2, that sort of thing.

Source: Capterra
 


June 2017

June 2017

Easy to use, easy to set up.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate.

Cons

Not the deepest functionality but we're also going between the free and most basic paid version. I'm sure the options expand as you go up in the service but at the very baseline it's pretty bare bones in what can be done. Overall it accomplishes what a basic CRM should do but, and rightfully so, as soon as you want a little more than basic functions you will be required to pay to upgrade.

Source: GetApp
 

Erik from Maven's Connections

June 2017

June 2017

Excellent CRM with robust features. Great for established businesses as well as start-ups.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Helps us to better manage our business, from contacts to opportunities.

Pros

Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly import emails into Insightly. Intuitive layout.

Cons

You have to save a profile that you are creating in order to add an image of the contact. Makes for an added step that when adding multiple contacts can take up a significant amount of time.

Source: Capterra
 

Megan from LocutusHealth
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Very useful, could flow better

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

Tracking the best opportunities to grow my business.

Pros

It's pretty simple to get started. The concepts are relatively straightforward and the interface is smooth, so getting your contacts entered (or even uploaded) is easy.

Cons

The icons can make differentiating between leads and contacts confusing. Maybe it's just me, and my lack of a sales background, but I frequently find myself incorrectly entering leads under contacts and vice versa.

Source: Capterra
 

Dawn from RLT Private Capital, LLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Insightly is a CRM product that allows me to manage relationships and projects effectively.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It keeps me in contact with my customers. I can follow up with them and all activity is logged automatically. It makes keeping a record of my contacts easy!

Pros

Insightly lets me know when I have a new customer to begin a relationship with immediately. This helps me to reach out and build rapport quickly. Strike while the iron is hot!

Cons

The organization of the different categories leaves me feeling disjointed at times. I would like to be able to see ALL information at a glance together.

Source: Capterra
 

Austin from Centercode

May 2017

May 2017

Insightly is a great, lightweight tool for CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

I like that most of the features are relatively easy to use and customize. Our organization uses this software for both CRM and project management.

Cons

The reporting capabilities are a challenge to use sometimes, but it's my understanding that they are actively working to improve these features.

Source: Capterra
 

Susan from SWBmedia

April 2017

April 2017

A good option for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Insightly is a great choice for small businesses that are just starting out in the world of CRM platforms. It's got the basics down pat, while missing some of the bells and whistles of the better known platforms on the market. The end-user experience is a bit choppy (in terms of flow and intuitiveness - from a sales and marketing perspective) but for the price, it's a decent choice for teams without a dedicated sales staff.

Pros

Price, ease of use for CRM newcomers.

Cons

Workflow, leads management is clunky at best.

Source: Capterra
 

Dave

April 2017

April 2017

HORRIBLE experience with Insightly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.

Pros

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Cons

Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:

* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.

* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?

* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.

* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.

* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?

* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?

Source: GetApp
 

Jason from Zanasi USA

April 2017

April 2017

Love Insightly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Insightly is a very easy to use, easy to migrate cloud based solution for small to medium sized businesses. Learning the system is a snap and the project feature is a nice value added addition to your team.

Source: Capterra
 

Michael from Grand Marketing

April 2017

April 2017

Insightly Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Made the switch to a competitor mostly due to cost difference. Small business with limited funds. It is good functional software but the competitor was slightly better.

Source: Capterra
 

Dipali from zakipoint Health

February 2017

February 2017

A good tool for CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing activities. It is a great project management tool.

Pros

- Ease of use
- Flexible pricing options

Cons

- Some of the features are a bit confusing to use - contacts versus leads

Advice to Others

- If a feature is confusing, check the FAQs. They are very helpful.

Source: Capterra
 

Brian from Buzz Brite Cleaning Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Affordable and practical CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our company has started to use Insightly as our CRM and have had good experience with the software. Our only wish is to have email, chat or phone customer service. The only provision available is online blog questions.

Pros

Affordable and IOS app available

Cons

No practical customer support

Source: Capterra
 

Vince from Hear Here
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Now that I use it, I can't live with out it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who came to love it, too. If you're looking for a powerful CRM that won't break the bank, this is the one you want.

Pros

Tons of features like task assignments, activity sets for recurring actions, and gmail integration make this invaluable to us. Also, they have tons of video tutorials that are very well done.

Cons

We've been using Insightly for about 1.5 years now and I don't have any complaints.

Advice to Others

I would definitely recommend this to any business looking for a powerful CRM.

Source: Capterra
 

Lea from GLD

January 2017

January 2017

Easy to use software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Insightly is an easy-to-use customer relationship management system. The online, cloud-based format is essential for both access and collaboration. They always seem to be working to improve the platform too, which is great!

Source: Capterra
 

Lee from MARRT

January 2017

January 2017

Insightly Works!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been using Insightly for 4 months now and am very pleased with its functionality, ease of use and abilities!

Source: Capterra
 

Joshua from 1221 Consulting

January 2017

January 2017

Great choice for a reasonably priced CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

While the UI is a bit clunky, the ability to create project flows and the integration with Gmail make Insightly a fantastic CRM for small businesses at a good price point.

Source: Capterra
 

laura from Next Insurance

January 2017

January 2017

HR and Administration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Using product as our lead generator and replacement for contacts instead of Outlook. Satellite office in Israel so sharing contacts real time.

Source: Capterra
 

John from OADLTD, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Like but don't love Insightly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Really like Insightly, but would like to see 'built-in' email functions. I use Insightly for Gmail extension, so I can do may Insightly functions from Gmail. This works well & offers most aspects of working directly from Insightly.

Pros

easy to use, grate mobile app, good access to informatio

Cons

no built-in email function

Source: Capterra