Insightly Software

Pros

I've been using Insightly now for several months, and while there are still more features I haven't quite dug into yet, I very much like how it works to keep track of your contacts, and I love how it very easily integrates with Google drive as well. I use Google spreadsheets to keep track of invoices for my customers, so that is very convenient.

Cons

I have yet to encounter a significant drawback, honestly. There are actually more features in the software than I think I will ever need, which is not a bad problem to have!

Pros

This product easily keeps track of my contacts and leads. I love that it integrates with MailChimp too.

Cons

The integration with MailChimp is complex, and honestly a little clunky. That said, once it’s setup, it works well.

Great product.

Pros

This product has a wide array of CRM tools and applications to work with including Google suite, Gmail, Docs, MailChimp, Outlook, Evernote, QuickBooks and more. The mobile accessibility was incredibly useful for on the go client relation management and is compatible with iPhone, Mac products, and Android phones and tablets as well.
When navigating the "dashboard" Insightly offers real time reports and even probability of gaining new business and the value of specified clients. The project management function is fantastic. Once you've opened an account with a client, you can manage follow-ups and track progress on commitments and business along with history of conversations and specific details that can be utilized in the future for personable experiences. Insightly does a great job at distinguishing leads from clients, it's highly customizable, and removes the requirement of other project management tools you may be utilizing. The layout is similar to Facebook.

Cons

Some additional features that are highly useful need to be payed for in addition to the software. Transparency on this would have been useful. If you're in healthcare, you may run into an issue with HIPPA compliance.

Pros

This is a very normal CRM system. The UX is acceptable as it is. However, see below if you are using multiple currency

Cons

BIG DISAPPOINTMENT !
We chose Insightly because of the multi currency capabilities. So it does indeed allow you to use multiple currencies. BUT...the conversion doesn't work and as a result all the reports are aggregating the amounts, regardless of the currency. To fix this, INSIGHTLY is proposing a costly development and asking us to take a higher plan for more users. ABSOLUTELY SHAMELESS !

Pros

It is very helpful and easy to use. Its features is really great for our organization.

Cons

Sometimes it slows down a little bit but that happen to me only once.

Pros

This software is fairly easy to use and the price is reasonable for a small/medium business. It is also very easy to set up and implement it.

Cons

In order to get additional features/functions, you will have to pay much more for that. And the customer support is not that great.

Overall, a very good CRM application, easy to use and available on Android and IOS devices. I totally recommend this to everyone that needs a good CRM.

Pros

This web-based application is extremely handy, The application is easy to use and easily accessible. This is a good CRM system to use for any business that has a high customer inflow. You are able to even had custom fields to your CRM database to customize it to your liking. You can also integrate other apps to have all your customer info like sales etc all in one area. You can also add tasks and set reminders. This would work very well for salespeople as you are able to track projects and sales pipelines, pull reports and track emails to customers.

Cons

This application is free for a team of 2 with limitations of 2500 records, however, for a paid version you can access a lot more.

Pros

Easy to setup. Free tier gives you great tools and could be great for small businesses and entrepreneurs.

Cons

User Interface could be improved. You’ll need to complement it with other tools to automate all the process.

After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused. The free version does not offer the full capability to assess and the paid version is non-refundable. A typical SW scam.

Pros

Combined CRM and Project Management Tool. The video training is good and useful. Tool seems to do what you want until you actually try to use it.

Cons

The User Interface is extremely hard to use. I would NEVER recommend this tool for managing projects. It is nearly impossible to figure out the status of a project. Everything is hidden.

I followed up with the sales specialist three times before she actually acknowledged that we were working together. The last thing that I heard is that wh was going to get back with me. It has been three weeks and I have sent two additional emails without any response...very poor customer service:-(.

Pros

It seems like it would be a good platform for lead generation...I just wished that someone from their team would have contacted me.

Cons

I cannot overstate how important customer service is...I still have not heard back from the sales specialist who worked with me.

Insightly would be a great beta. However, if you are looking for a developed and smooth interface without a huge learning curve it is not the best choice.

Pros

Seemingly easy to navigate, though using its full feature set will require some passionate googling. Also, seems to integrate with Google well (ish). The ability to customize the CRM with project management is nice.

I like the idea of project management being right next to the CRM. It's wonderful. There are opportunities to automate some of this.

The initial price is great, however, the extras are a bit pricey.

Cons

Insightly relies on tired party apps/integrations to create its streamlined workflows. Syncing contacts from Google requires an extra per user from a third party. I was surprised at the lack of basic function there.

Setup interface is more of a giant control panel which is a bit overwhelming. Knowing where settings live takes a lot of click and hope.

The interface is kindly described as clunky. Think google groups vs Trello. This app is more on the google groups side. It's functional.

Insightly's feature set is somewhat deceptive when they are in sales mode. Yes it can do what it says. But, it's not as easy as it looks. As in, time can go die in their settings panels.

I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks.

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.

Overall this is a solid CRM system that offers a great Project Management piece with it and at a great price. I am a Salesforce Consultant with some experience with Dynamics 365 and I personally am considering Insightly for my home business should it continue to grow to a point that I need a CRM.

Pros

Insightly's price point is far more palatable for smaller companies than the larger and more well known CRMs like Salesforce and Dynamics 365. This alone makes it a great choice. Add in the robustness and flexibility of being able to create custom objects, fields and creating workflow automation, this should elevate it close to the other CRMs. It is simple to setup, implement and train users to use and can often have an organization up and working effectively and efficiently in a shorter time frame than some other CRMs. Definitely worth a look!

Cons

Because this app is slightly less well known, it may not offer as many third party application add ons or integrations.

It is a CRM with some insurance knowledge.

Pros

Easy to use, the user interface allow to see the client easily
Web based allow you to work from anywhere.

Cons

The insurance part need more features, No CSIO download, No automated edocs filling.
the policies are not managed as policies.

Pros

- it simplifies project management, customer communications and documentation
- it has a very user friendly interface
- the task management tool is particularly useful for me
- ability to integrate with so many different systems is fantastic

Cons

- not the cheapest CRM if you opt for the premium package
- some elements of the software are not as fully realised as others

I have “tried” to use Insightly for 2 years, I paid for extra service, extra training and increased my software package. 100% Failed! Software is not tested or ready - But they still take your money!

Phone APP duplicates your contacts but the PC Version does not. If you delete 1 of the duplicated mobile contacts you are now deleted all your contacts including PC.

Weak customer service hides behind emails and never answers your questions always looking into it.

What a joke!

Pros

None, it’s Cheap but I would rather pay more to make it work just a little. To leave this message, they require more “pros”

Cons

Everything. You actually lose money after all the time it takes to teach them how to make a real software. 2 years lost! I am changing away from Insightly.

Customer service is also a strong point for Insightly...not only is easy to get help via the phone and online, there are also helpful training videos.

Pros

Insightly has a clean, neat design that makes picking it up easy. One of Insightly's strongest features is its to-do list, which makes organizing and assigning tasks to team members simple.

Cons

The email marketing functions could be a little more built out. Compared to other CRMs, there are not as many options for email campaigns.

I’m looking to switch of Insightly.

Pros

Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don’t work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobile and PC software.

No sense of urgency from Insightly.

Cons

PC software does not work correctly with their Mobile Software. Mobile software duplicates contacts then deletes your contacts.

We paid an up charge for the new package and features only to find out they don’t work on the mobile software??? Smartphones???

Pros

Insightly is a great system when you have certain companies to target. It is very up to date and easy to read information and edit through the app while on the road. Overall a great CRM system.

Cons

The main thing would be that the filters could be more specific and also it is fairly expensive though in comparison to other systems.

Pros

It's a good crm software to have, specially when starting or managing a new venture. Insightly have many tools that helps one to organize all costumer informations which is essential.

Cons

The free version of the software is too limited and the other versions are too expensive, specially to new and small business.