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):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

132 Reviews of Insightly

 
Software Advice Reviews (53)
More Reviews (79)

Showing 1-20 of 53

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

Easy to use

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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.

 
 

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

Insightly for CRM of Expo Participants

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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.

 
 

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

Great for Small Businesses!

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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.

 
 

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

Insightly is Still the Best Option

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N/A

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.

 
 

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

Great features for Screamin Price

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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!

 
 

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

Unsightly for Small Business

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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.

 
 

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

Insightly is a good choice for small software-savvy operations

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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.

 
 

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

A nice start but needs some tweaking.

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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.

 
 

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

Great client management software for my small business

Ease-of-use

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Value for Money

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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.

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.

 
 

from Matsuda & Associates LLC
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Great small business CRM tool

Ease-of-use

Functionality

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Value for Money

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N/A

I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks and MailChimp - two of my most used apps - and allows me the space to cultivate a small business customer list with all the convenience of more expensive and comprehensive tools.

Pros

No long term commitment or contract
Lots of useful APIs
Very intuitive for even novice users
Offers project tracking
Reports available for each module

Cons

Might be helpful to have a better idea of their partners and what APIs are available, like how Salesforce has its own app section.

Advice to Others

If you have a limited budget but lots of old business cards on your desk, if you're still keeping your contacts in a spreadsheet or if you just need a simple solution for tracking your contacts and projects - Insightly is a great provider at a reasonable cost with no long term commitment.

 
 

from Prescio Consulting
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

Easy to use & very convenient

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Insightly is a very user friendly tool with so many useful features like Managing leads and opportunities, Email Integration, Notes and keeping track of Tasks.

 
 

from SLRP
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

Virgin CRM User

Ease-of-use

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As the administrator for a very small company that was looking for mainly a contact management system, I received much more. I am truly happy with my decision thus far as a result of the ease of use and value.

Pros

Good value for the money.

Cons

Had a hard time trying to receive the verification email while setting up the 14-day trial.

Advice to Others

If you are a small company and looking for a robust system at an economical price, this is a great system for you.

 
 

from Non-Surgical Orthopaedics
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

Great product

Ease-of-use

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Product Quality

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Value for Money

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Our company had been looking for a good CRM software for a while. We tried multiple platforms and then came across Insightly. It is compatible with pirates Google email accounts and it was so easy to get started. So far loving it.

 
 

from Ascent Management Consulting
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Great Potential, Lack of Foresight

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In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities.

Pros

Great cost. Fairly powerful CRM system and reasonably intuitive to use.

Cons

Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member availability and for scheduling. It also prevents other scheduling app integrations from functioning properly.

Tasks are simply Events that don't have a start and end time. Events should act just like Tasks and be reported the same way. A simple solution is to scrap Events altogether and simply take the code used to create beginning and ending times on Events and apply that to Tasks as an option. The Task reports and all its functionality are great. Events is a little better, but generally poor. It's not needed if the features of Events are simply added to Tasks. This would make managing tasks and events in projects incredibly easy and much better than now. Right now, you have to use another program to manage simple workflows because this is so inadequate and inflexible. To fix this and make it far better only requires a couple of simple tweaks.

Project management is not great.

They haven't figured out the advantages of drag and drop.

Advice to Others

I would definitely consider it as a strong possibility for your CRM. If you don't have heavy team coordination or project management needs, it will work well. Otherwise, you will be frustrated.

 
 

from Non-Surgical Orthopaedics, P.C.
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

Insightly

Ease-of-use

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We are using Insightly to organize our business contacts and manage day to day marketing activity. We are just getting to know the platform but have found it to be user friendly and helpful to organize tasks.

Pros

Quick learning curve.

Cons

Calendar function has not worked well.

 
 

from Custom Programming Unlimited, LLC
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

Almost Perfect - But not quite!

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After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years and own a software development firm as one of my companies). Yet I decided to give Insightly the last shot. It works great - almost the way I would have designed. There are some weaknesses as well, most of all the lack of the support teams response to multiple request of the same kind and promising future fixes that 'are just not coming'. That all said, Insightly is well rounded, has lots of integration options and works very well for most CRM needs, especially around customer service, contacting, tracking and task planing. Even light weight project management is included in 2 different forms - pipelines or more traditional but more complicated to use project management optionsl

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')

Advice to Others

Though there are some negative, I would say this is the best of the pack and relatively in-expensive for all you get. I would make looking at Insightly seriously a must for anybody wanting a flexible and easy to use CRM - that is from small to medium size businesses.

 
 

from Social Edge Training for Life
Specialty: Education
Number of employees: 1 employee Employees number: 1 employee

insightly better match for me

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N/A

On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the 'out-of-the-box' version which was way beyond my price range. I looked into Insightly which offers both client tracking and project management. I have been so happy with the ease-of-use of this software and the ways that I can customize my use of it with the smark project management aspects which I can link to contacts and leads easily to keep track of waitlists for upcoming training blocks. Although Insightly requires me to use a link when emailing clients outside of insightly to sync these correspondences (unlike Salesforce which does this automatically for you), I actually prefer this method which gives me an extra layer of assurance that my practices are following more stringent privacy standards - I also turned off the auto-search social profiles function to remain compliant with my privacy policies (no-one consented to that and I don't need to collect that info). I am still working on making the interface seamless for what I want it to do, but it is already saving me so much time and stress in keeping track of all my leads and no missing out on potential business. I love the email templates as well! Worth every penny!

 
 

from Inver Grove Chiropractic
Specialty: Healthcare / Medicine
Number of employees: 2-10 employees Employees number: 2-10 employees

Insightly product review

Ease-of-use

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N/A

I have been using this product for about 6 months. I am not all together sure how to best use this product. I am an individual user who does marketing for a small health education clinic.

Pros

I like the tutorials. Each time I view one, I learn a bit more.

Cons

The learning curve seems steep. I totally understand how to make the program function but I am not so sure how to make the product functional.

Advice to Others

For the money (free) this is a great cloud based product that can be used right away.

 
 

from ODS
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

Gets the job Done

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I used insightly to get an initial push of emails out to about 500 people. Works well but has several glitches. For example, my company logo didn't show up at all in any of the emails that got sent out. Their analytics is also poor. There was no way to filter which emails had been read, who specifically opened them, and which link they specifically clicked on.

Pros

Cheap and integrates with gmail.

Cons

poor analytics

Advice to Others

Great tool if you're just starting out.

 
 

from CITE Computer Services
Specialty: Software / IT

Reasonable CRM solution

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Likes Best

The software has been easy to configure, and its built in preconfigured capabilities are a good solution to get started with managing a sales CRM solution

Likes Least

The views of work in progress for the sales cycle is not modern and does not visually create a view that stimulates action in the user.

Recommendations

Make sure you review the tools and determine if it would make you want to keep up the data entry. If not, move on.