Insightly software


Insightly is a customer relationship management (CRM) solution that provides 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.

Supported Operating System(s):
Web browser (OS agnostic)

326 Reviews of Insightly

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  • Carl from Big Bear Vacations

    Specialty: Property Management

    Number of employees: 51-200 employees

    August 2018

    This UI is very clunky. I could not get anyone on my team to adopt it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Ryan from OnRamp Data

    Number of employees: 2-10 employees

    August 2018

    Small Business CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Insightly is a cornerstone of our business, and works well for us right now.

    Pros

    Insightly manages all of our leads and contacts very well. It comes with filtering that lets us find targeted leads for our clients.

    Cons

    Slow and clunky. Sometimes buggy when dealing with large amounts of data.
    Our team has about 180,000 contacts, and Insightly sometimes can't even deal with filtering for 200-500 contacts.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • John from Turning Winds Academic Institute

    Specialty: Healthcare / Medicine

    Number of employees: 11-50 employees

    August 2018

    I contacted Insightly and went through their demo with a sales specialist and no one ever pursued creating the custom features that we had discussed during the demo.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Nicj from Flow

    Specialty: Consulting

    Number of employees: 11-50 employees

    August 2018

    Growing up: Insightly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Bianca from Med Aesthetics Group

    August 2018

    Easy to use software!

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

    Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing.

    Cons

    When you sign up you only get two trainings where they walk you through the platform and teach you what features you have and how to set them up. If you need anymore you have to pay which I don't agree with. However, as I mentioned before it's extremely easy to use and when I have had questions in the past they have responded right away.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gordon from imagn Solutions

    July 2018

    Insightly has grown with us quite well.

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

    When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become ever more familiar and easy to use.

    Cons

    Just the initial start up and launch as Insightly has many many functions to utilize and improve your customer relations management process, but through trial and error Insightly now easily makes up for the rough start.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • James from Technology intelligence Agency

    Specialty: Software / IT

    Number of employees: 2-10 employees

    July 2018

    Very easy to use and love the to-do list!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 51-200 employees

    July 2018

    Great CRM For The Price

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Good collection and organization of data. Powered up with some integrations its a wonderful CRM to get some real business value.

    Pros

    I like the diversity of the data provided and search capabilities are pretty wonderful too. Leveraging the data is pretty easy across the key departments.

    Cons

    Flexibility is limited. The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau. But this isn't the best reporting tool, so it gets the job done for collecting and organizing data.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Adir from SquareLoot

    July 2018

    A solid CRM solution for small startups

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

    Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at.
    It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly.

    Cons

    Nothing really to say here - it's been a pretty solid platform for us thus far. Pretty happy with it...

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Desirae from ClientsFirst Consulting

    Specialty: Consulting

    Number of employees: 51-200 employees

    July 2018

    Insightly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Austin from Elemerce

    Number of employees: 2-10 employees

    July 2018

    Everything you need, in one place!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Insightly is a great All-in-one tool to help you manage your business. This CRM can do it all. I like how we can keep all of our clients and leads in one place. As well, we can have tasks for day to day operations to be able to stay on top of our work. The amount of things you can do with insightly is incredible.

    Cons

    With all of the things that are possible with insightly, it can be a little overwhelming when you first start to use it. But, after practice, it becomes very easy to use and navigate.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Leah from Productive Power

    Number of employees: 2-10 employees

    July 2018

    Useful tool with a few quirks

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

    The searching is pretty simple, it's very easy to search across different fields (search for tasks, contacts, organizations, notes, etc. all at once).

    Cons

    Sorting your tasks by different filters is a little clunky. There are also places where they missed an opportunity to link to a higher level, like if you're looking at the notes to a task it can be hard to get to the main page for that contact without losing were you were in the task.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • John from JAM Works LLC

    Number of employees: 11-50 employees

    July 2018

    Functional but expensive and near zero support.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It was functional after frustration because of lack of support.

    Pros

    A clever take on a CRM, which includes simple project management and overall has a solid function. Setup was relatively easy, and painless.

    Cons

    Not as easy to use as others, limited customizing, non-existant support which I find hard to believe. For a whole lot more money they will support you with using their software.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Melissa from Productive Power

    July 2018

    Was fine before the new update

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

    I like that we are able to keep track of our clients and somewhat customize our task views to work for our process.

    Cons

    The newest update was not a great idea. I'm not sure if it's just because of our processes or if other users feel this way, but our ability to customize things has seriously diminished. The client view is not nearly as user-friendly. The activity view is really horrendous - when you mark a task complete, it doesn't disappear unless you refresh. When you delete a task, it takes you all the way out of the contact's record. We've actually moved our client note/task tracking to OneNote and it's working much better for us.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bruno from Keal Technology

    Specialty: Insurance

    Number of employees: 51-200 employees

    July 2018

    Lack of insurance for a insurance BMS

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Fraser from Ideagen PLC

    Specialty: Software / IT

    Number of employees: 201-500 employees

    July 2018

    Insightly is very easy to use and has great customer service

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jim from Aqua Quest

    Specialty: Other

    Number of employees: 2-10 employees

    July 2018

    Don’t waste your time

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • July 2018

    Excellent software for all of my business needs

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

    its the best software I've ever used. I love the ease of use and simplicity. I think it's great and I highly recommend it.

    Cons

    It's hard to understand how to use it sometimes. Not sure if the results that it provides are that useful.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Eliot from Global Companies

    July 2018

    Good CRM for small business. Easy to use - Easy to import lists

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

    I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities.

    Easy to cc outgoing mails to the prospect listing.


    Simplicity is the biggest benefit for Insightly. Anyone can import without needing IT support. Search function is incredibly simple. Setting follow up is a click and done.

    Cons

    If I don't set up a next step or follow up for a prospect, it is easy to lose track of the prospect forever.

    I don't use the formal opportunity function as I found it easier to keep track of progress by setting unique follow up listings.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jenna from International Relief Teams

    Specialty: Non-Profit

    Number of employees: 2-10 employees

    June 2018

    Great design and easy to use!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
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