Insightly Software

Pros

I love this app. I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of.

Cons

Cost. The cost of this app just makes it untenable as a small business owner. And unfortunately this isn't an uncommon thing.

Pros

Insightly is designed for people, who work with sales, so its main task is to coordinate everything and set up relationships with clients. Moreover, this service integrates with Microsoft Office, Gmail, and other important applications, so you can easily organize working issues. If you are looking for the service that helps with task managing and information tracking, then Insightly will definitely suit you. A user-friendly design, a full package of integral features and pleasant customer service will win over your company.

Cons

Insightly has a short period of free usage free. However, service offers three main pricing plans. In addition, notifications go haywire and it causes a lot of troubles. Finally, there is no place for dashboard features. However, we believe that is inadmissible.

Pros

We are concerned that Insightly has a lot of pluses. Firstly, of course, it is the service’s easiness of usage. You don’t need to watch some videos or turn to support team, because everything is clear. Secondly, we like the function of tracking emails and calls. We can stay in touch with our clients day-to-day, so we can be sure that everything is fine. In addition, all information is saved and sound at software’s storage.

Cons

Unfortunately, there are some obvious drawbacks of Insightly service. An email function is a little bit buggy, so it causes some discomfort to us. The same thing is with navigation and mobile application because their functionality is in the doldrums.

Pros

Insightly has many customizable features, which makes it a good option for organizations with unique CRM needs. Also, there are integrations with Zapier to make the tool even more powerful.

Cons

The free version of Insightly is all but disappearing, as more features are continually move to the paid version only.

It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform.

Pros

We use this platform to track prospective clients and our sales pipeline. We then use custom reports to generate a weekly pipeline report that our team reviews. It's nice that it's a completely customizable CRM, that is pretty easy to use. It's one of the few platforms that we haven't replaced in our firm in the past 5 years, which is saying alot.

Cons

When we set up the system, I don't think we accounted for certain reporting limitations based on customized fields, which has resulted in a very fragmented export / reporting process for us. For example, contacts and organizations aren't linked in an export, so I have to do a vLookup to get a client list by organization. Quite a pain, but I'm guessing it was our own doing.

Was my first try at a crm, used only the free version, but never really got the use out of it. Perhaps because it wasn’t an enjoyable/intuitive experience I was going for

Pros

Lots of features and you’re able to have quite a bit on the free version.

Cons

Was kind of clunky, design and user experience not great. I’m now using HubSpot crm(completely free) and it is much better suited and simple to use.

We started using Insightly as a very small company when we recognized we needed a way to keep track of our clients as a team. We had outgrown email chains and had a growing client list and team, and Insightly was a free way to get started. Since then, we have upgraded plans with Insightly twice and they still do a very good job of keeping track of customers, projects, sales, and pipelines.

Pros

Keeping track of clients is easy, email integration is solid, and workflow setup is improving.

Cons

I wish there were a little more sophisticated automation for marketing purposes.

Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email). Recommended if a dedicated team can be assigned.

Pros

1. Integrations with 3rd party software
2. Workflow automation
3. Clear division of contacts, leads, opportunities, projects

Cons

1. Limited record count
2. Customer support is average
3. Interface is too complex for average users
4. Reports, dashboards also complex

After using for three years, I'd go back and do it all over again without hesitation.

Pros

Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate emails with records of organizations or individuals while still using your email client.

Cons

A small learning curve, but a minimal inconvenience for the power Insightly delivers. And the help menus are incredibly easy to locate and helpful to implement.

Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out.

Pros

Integration with gmail, customer tracking with notes and excellent task management and reminders. Great dashboard features for use.

Cons

I had issues with Google sync of the software data.

We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity.

Pros

We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes.

Cons

Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base.

I love them and the app, I have no complaints

Pros

I love that the barrier to entry is so low and you can use this when you first start a business

Cons

That the processes are hard to automate sometimes but customer service is helpful

Pros

The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list.

Cons

I'm having issues syncing it with google and customer service seems to be hard to access when requesting assistance

Pros

I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications

Cons

There wasn’t much difference between this and social hub and the free crms. But twice a day annoying phone calls and upsell emails.

Overall, I'd really recommend considering Insightly. It has made a significant difference in my small business and has certainly kept me more organized. As my company grows, Insightly grows with me--and that's something I really value in a software solution.

Pros

Insightly does everything I need a CRM to do without paying a single dollar. For a solo business owner like me, that's huge. It lets me keep track of my customers and prospects without limiting functionality or putting up a pay wall. It's also worth noting that I originally chose Insightly because it integrates with a lot of other software I currently use or plan to use in the future.

Cons

If you haven't used a CRM system before, it can be a little confusing to use. I imagine Insightly will be a first CRM system for many entrepreneurs/freelancers, so just be aware of that.

There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features.

Pros

The Zapier integration is so helpful - meaning that the power of Insightly can be connected to the other tools we use as a business.

Cons

It could be more intuitive - it's quite hard to onboard staff members to using the app.

Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.

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

simple but efficient, easy to use is a great tool to make business management easier

Cons

It really adapts to the needs of my company, it is imperative I can not take my business without this tool

I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities.

Pros

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Cons

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.

With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity.

Pros

Amazingly fast and easy to use and learn. The interface is very well organized. It anticipates what you need to do next and makes it available. You can type a few characters in the Search field and immediately jump to a matching Contact, Deal, etc. It integrates with Drip, a powerful Email Service Provider and works well with any email services like Office 365, webmail, Gmail and others.

Cons

The pricing jumped this year. Our old pricing is still good, but new customers pay the new prices. They also get some powerful new customization features.