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.

 

Insightly - Contacts
 
  • Insightly - Contacts
    Contacts
  • Insightly - Lead Activity
    Lead Activity
  • Insightly - Reports
    Reports
  • Insightly - Opportunities
    Opportunities
  • Insightly - Project Activity
    Project Activity
Supported Operating System(s):
Web browser (OS agnostic)

258 Reviews of Insightly

 

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Software Advice Reviews (83)
More Reviews (175)

Showing 1-20 of 83

Christopher from Crosson Agency
Specialty: Transportation
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Good CRM for Value not my first choice though

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Good Email tracking. Nice workflow features in the Mobile apps. Power BI integration improves reporting capabilities. Good price for small businesses

Cons

It will not automatically forward emails. Unable to setup assignment tools in the base version need Professional version to accomplish this.

Review Source
 
 

ron from NeuroZen Rehab Tech
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Insightly is the quickbooks of CRM'S

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I good value for what it costs you. Great for new start ups lookng to enter the CRM market and not sure what they want. Overall a good product but limited as you grow your database.

Pros

The product is straightforward
easy to navigate
adjustable to your needs
Grows as your needs grow
Small cost and start up
Easily sharable

Cons

Limited reports
Hard to gather detailed information
Blank canvas with limited application
Difficult to interface with other programs

Review Source
 
 

Jack from Atlanta Commercial Property Services LLC
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Great on marketing, poor on delivery

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Someone made a comment that they wished they had put the program through more strenuous testing before purchase. I do too. I had the same issue, the lack of automatic linking makes this product worthless. I have to spend way too much time making sure everything is linked properly. Which defeats the purpose of having the software make you more efficient. I really wish I had not purchased this product.

Pros

1. Good interface, though I suppose that goes along with great marketing.
2. Support is good and they are responsive.

Cons

1. Lack of automatic linking.
2. When sending emails through insightly, attachments get dropped very frequently.
3. Using the insightly link in Outlook - very slow.

Review Source
 
 

Mike from Focus Forward Media
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Does everything I need and more!

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

It is very organized. This is exactly what I need for project management and it is incredibly helpful being organized the way it is. Everything has its place, I can adjust a task as it progresses. and keep track of all my prospective clients.

Review Source
 
 

Daisy from Mortgage
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Its a very easy and understanding product to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It features a lot of products to keep track of business, marketing tools and easy to store contacts

Cons

Would like more customs templates to use for everyday general marketing when it comes to follow ups

Review Source
 
 

Cheryce from Freelancer
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Insightly CRM System

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I would recommend this software for business who wants to be on top of their games in being organized and ready for any tasks and also to easily monitor teamwork for completion.

Pros

*User-friendly
*Very useful
*helps with multi-tasking
*Cost effective
*It is cloud-based which makes it easily accessible

Cons

*Should have an app
*Which it could send out SMS to employees who don't always have internet access
*Which it had a mail chimp access on the free account to get acquainted with using software together prior to purchase.

Review Source
 
 

Lynda from InSite Software Inc
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Move along, nothing to see here

Ease-of-use

Functionality

Product Quality

Customer Support

I wish we had tested Insightly much more strenuously before proceeding with purchase of this software. I guess we just didn't know what we didn't know, and so when the linking issue (or non-linking issue) because glaringly apparent, we had already finished the trial period. We just (wrongly) assumed that a feature so integral to an effective customer relationship package would work!

Pros

It has been convenient for our company's internal tracking of sales rep opportunity closes/losses. Also the reports are nicely customizable, so calculating commissions due is simplified for our small business.

Cons

The complete absence of functional linking between emails, organizations, and individuals renders this "Contact Relationship" software a total bust. Technical support has know about the issue for well over a year, but it's not really a "priority" to them. They make lots of ineffectual suggestions, tossing the issue back in the lap of the end-user, but none of the "fixes" actually work. You must link all emails, manually, to each contact, organization, and opportunity, if you want to be assured of a linking relationship.

Review Source
 
 

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

January 2018

January 2018

Misleading - not easily integrated with Gmail

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Stay away. With so many options - you can do better.

Pros

Looks pretty. They obviously have a keen marketing team who knows how to attract consumers eyes...if only the product was able to deliver!

Cons

Terrible customer service. All they do is sent you links to help article after help article - in many cases wrong articles.
Does not easily integrate with google as they so proudly advertise.

Review Source
 
 

Shane from Retail
Specialty: Manufacturing
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

December 2017

December 2017

Why Even Try?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I uploaded my contacts from an Excel spreadsheet, and instead of finding them on my app (or the website) hundreds of arbitrary contacts were shown. No one to speak to, impossible to create a customer support ticket, a HUGE waste of my (and my employer's) time.

Pros

Free option.

Cons

Customer support is impossible!!!!!!!!! No phone number, logging into customer support requires a different password and when you try to create one, it kicks you out for using your same username (email address!!).

Review Source
 
 

Amelia from Exposure Skate
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Insightly- huge issues subscribing and being over charged with no access to customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM.

Cons

I literally "tried" to subscribe many times but kept getting error messages saying that our trial period has expired and I could not access any of the information and projects that I stored even though I was putting in my credit card number in order to turn the trial into a purchased membership. I tried many times to alert customer service of the issue and heard no response. Eventually I gave up and chose another CRM. In the meantime, I came to find that I had been being charged with each attempt to become a member even though I still wasn't able to log in and use the system because my trial expired.... It took a while but I finally got my money back and moved on.

Review Source
 
 

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

November 2017

November 2017

Insightly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

EASY!! Lists my contacts in order of entry date. Lists my contacts based off of their category like contacted, not contacted, etc.

Cons

The categories are limited. If I convert to a lead, I don't have access to the contact along with the others.

Review Source
 
 

Rob from 4Future
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Really easy and flexible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Intuitive user interface
Easy to link various element
Email integration works smoothly
Very responsive customer service

Cons

Plans with automation capabilities are significantly more expensive
Project management is not great

Review Source
 
 

John from Loberg Construction
Specialty: Construction
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

No Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer isn’t first in a company who’s software is made to focus on it. I feel betrayed as a customer.

Pros

It’s pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional.

Cons

They don’t give you what they sell you, it’s a bait and switch. They call it a “customer success program” instead of implementation because they literally do nothing for you. If you have plenty of time to watch countless YouTube videos and read articles, then it makes sense. However, if you’re not told upfront in the sales process that there’s no implementation, there’s no importing databases for you, there’s no connecting the networks, there’s essentially a rep who points you to the right YouTube video once you have a question or an issue. Also I’ve opened a support ticket to have help connecting our server since we switched IT teams, not only did they refuse to get on a call and pass me off to yet another ‘helpful link’ but they suggested I paid for the next level “customer success rep” per year. So it’s really a business model that is set up as sell as much as you can and automate everything so you never have support the customer afterwards. Good luck if you want to talk to a real person on the phone.

Review Source
 
 

Rion from 1205marketing.com
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Awful Customer Service Responses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also more likely to be more forgiving, in the event of a bug.

That said, this may be one of the worst customer experiences that I've had in years.

We faced a problem with spam coming in through Insightly's web form (as implemented on our Word Press website). Now, spam is not Insightly's problem, yet they build a tool designed for the collection of customer data, so it's a problem they're bound to have some experiences with.

Per the company documentation instructions, we set up Google's reCaptcha (as is part of our best practices for building any new site) for controlling the problem. It didn't seem to be working, though.

After further investigation by both our internal front an back end developers, we discovered that Insightly was not sending our token to Google for approval. When confronted with this information, multiple Insightly staff parroted back to me that it essentially wasn't their problem.

When we pointed our customer service rep, Dan, to the insight.ly article which said at the bottom that you can add reCAPTCHA to a page to stop spam submissions, and he looked at that and said, "Well... We never PROMISED it would work."

Seriously?

When I asked to have their engineers speak to my developers to attempt to figure out what was going on here, we more or less got more of the same, from several different customer service reps.

When sent proof of the mistake, we were again told that it was not Insightly's problem. We weren't asking for much. Developers make mistakes. It's okay. It happens. It was the absolute refusal to deal with a verified issue with their system that really left a bad taste in our mouths.

As of today, we are still waiting for a response. Am giving it 24 more hours and we'll be taking our business elsewhere.

Pros

Easy enough to use for small business owners, if you can see your way out of getting tons of unsolicited spam.

Cons

Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.

Review Source
 
 

Michael from Pro-nounce®
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

It's just more PC than Mac...

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Seems to be plenty of functionality. There is a lot of reporting features, you can find any name any time, whether it's a Lead or Contact.

Cons

I would like to see it pop up a calendar when I add a task to see if I'm colliding with another appt. Also, the app is not totally useless, but almost. I cannot send formatted emails from the mobile app. What good is it to get a lead when out of the office when you cannot send the proper response from your mobile device? Terrible. I know there are valued differences between Leads and Contacts, but to be honest I think it confuses the operator, me.

Review Source
 
 

Dennis from ProLine Embroidery
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Great for all except integration with Outlook

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I keep it despite the Outlook con because the other features I like and the price is very goood

Pros

Setting up Activities and processes
Task assignment is quick and easy
Email notifications on updates on tasks
VIewing filters for tasks is nice

Cons

Integration with Outlook too time consuming and not automatic. Too cumbersome to have to forward emails to Insightly and on out going emails the insightly address needs to be in the CC line - it does not work if it is in the BCC line

Review Source
 
 

Ross from ISI Consultants
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Worst service and support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would recommend finding a product that is more robust and has proper support. The investment of time in setting up any CRM system for your business means that you need to choose the right one from the start and with all of its technical glitches and lack of support, this is one the one i would recommend to anyone.

Pros

Relatively easy to use and covers most main functionality you would want in a basic CRM tool with a decent amount of integrations to common third party tools

Cons

Scratch beneath the surface of the functionality and you soon find that there are odd and annoying glitches in the way the functionality works and its not very intuitive. Also, some advertised functionality just doesn't work and support consists of email replied that just tell you they're working on the issue (I've had one for over 2 months and another for 6 weeks without resolution on pretty key functionality not working). Given the 'no refund' policy and unhelpful support it feels like a con.

Review Source
 
 

Matt from Next Act Franchise Advisors
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Automation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

You can build a series of template email and schedule them to be sent based on the date you enter a new contact

Cons

NO statistics on the email. I was told that because it sends from the internal server there's no stats to pull. Well I upgraded to do this functionality and I don't even know if it works.

 
 

Tracy from Keystone Certifications Inc.
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

An easy to use and very intuitive CRM program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Simple to download contact information into database and excellent data relation between contacts, leads and opportunities. Outlook add-in makes database tracking of emails virtually automatic.

Cons

Can't upgrade a single seat. We have multiple seats with several users needing only for database access that don't need full utility. it would be beneficial to be able to upgrade the high user seats to the next level of the program but the basic level is very functional and suits most needs.

 
 

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.

 
 
 
Showing 1-20 of 175


April 2018

April 2018

Great basic system that is easy to use and understand

Ease-of-use

Functionality

Product Quality

Customer Support

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

Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail.

Cons

The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.

Review Source: Capterra
 

Alexander from Right Taxes for Right People
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Simple CRM software with a lot of features!

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 is help me to organize my work flow.

Pros

Free version and reasonable price for other plans. A lot of free integration, include for free version.

Cons

No two way G Suite (Gmail) integration - only throw PieSync, but PieSync is very expensive for me. And limited records for each plan too.

Review Source: Capterra
 


April 2018

April 2018

Excellent product.

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 clients and conversations and emails.

Pros

So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is.

Cons

Not much to say here. I think the dashboard could be better, but I really do not have much bad to say about this quality product.

Review Source: Capterra
 

Josh from Studeo Productions

April 2018

April 2018

Great All in One CRM with Decent Project 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
Pros

I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton.

Cons

There were some nonintuitive ways of connecting organizations and people and opportunities but overall it wasn't too difficult to learn.

Review Source: Capterra
 


April 2018

April 2018

easy to use all in one CRM system to any size business

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

insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads

Cons

it's perhaps not the easiest to use compared to other crms, and the cost is a con. otherwise perfectly fine to us

Review Source: Capterra
 


April 2018

April 2018

Good beginner, low-cost 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
Pros

Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing.

Cons

Insightly's feature list definitely suffers when compared to other CRMs, but it's also a tiny fraction of the cost. You get what you pay for -- and for what it's worth, the features that Insightly does have are very well-executed.

Review Source: Capterra
 

Raviv from R5 Event Design
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Customer service is terrible. Would not assist in getting started.

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

None

Pros

Zero. Nothing. Not user friendly. Worst customer service experience. Over-proced. Found better softwares with better service and better user experience.

Cons

Very difficult to get started. Not very user friendly. They not only charge you for a monthly subscription but they have the audacity to charge an additional money just to get your profile started. Never experienced such a difficult tech company to work with.

Review Source: Capterra
 


April 2018

April 2018

Great Gmail Based 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

We found that it works great, but ended up continuing to test other software and haven't pulled the trigger on anything quite yet.

Pros

Keeping all relevant customer related data in one location. The tight Gmail integration is excellent to getting the needed info into Insightly quickly.

Cons

The pricing seems a little high for smaller companies. There's a free tier, but to get functions, like storage, etc, that are needed, the per user pricing can add up quickly.

Review Source: Capterra
 


April 2018

April 2018

Great app to pipeline and project status stages

Ease-of-use

Functionality

Product Quality

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

Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time.

Cons

While the desktop app is excellent, the mobile app is quite cluttered and confusing. Hope the Insightly team can make a more robust and mobile-friendly interface so that users can log in to the app while on the go.

Review Source: GetApp
 

Hector from Trolion

April 2018

April 2018

Great 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
Pros

We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team.

Cons

I would have liked a stronger duplicate checker that would prevent us from creating duplicate accounts.

Review Source: Capterra
 

Danielle from Danielle Lazier + Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Good product to keep track of contacts and tasks

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 with daily job duties and due dates. Also keeps contacts and opportunities organized.

Pros

Tasks stay organized and I am able to keep in touch with our real estate clients in San Francisco with ease.

Cons

Can't see a detailed history of tasks. I would prefer to see when someone changes a task or when my tasks are done. It would be nice to be able to go back and see which day I completed a task.

Review Source: Capterra
 

Chris from Suction Cup Productions

April 2018

April 2018

From the demo period it seemed a nice blend between ease of use and depth.

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

It was flexible enough to bend to the needs of our business without having to hire a coder. Lots of features and a very easy to use interface.

Cons

The lack of customer service is what lost them the sale. Everything else was great, but a great product with no service is worth very little.

Review Source: Capterra
 

ARLENE from GLD

March 2018

March 2018

Good planning and project 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
Pros

I do not have anything negative about the software. I have added files and find it easy to save and edit them.

Cons

Insightly's free version is limited to only two users and has a basic relationship management functionality.

Review Source: Capterra
 

Brittney from Elemerce

March 2018

March 2018

A great tool for task management and storing client information.

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

It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize.

Cons

Since this software can also be used to track progress in the sales funnel there are multiple places to store company information. This can get confusing when incomplete information is saved in different areas.

Review Source: Capterra
 

Millie from Team Justincredible

March 2018

March 2018

I used Insightly as my CRM management system for about 6 months

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

The capabilities of this system are plenty. I love the ability to use tags for easy search within contacts.

Cons

Even though I liked a lot of the features that were available, I thought it was laborious to use. I started dreading having to use it, so I stopped.

Review Source: Capterra
 

Steven from sparkbay

March 2018

March 2018

Great integrations

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

What I like the most is the ease and number of different integrations you can do (mailchimp, gmail, off 365)

Cons

I found it difficult to track client relationship (hot, cold, medium) and this took a bit of our time to get.

Review Source: Capterra
 


March 2018

March 2018

A modern and hip program that is easy to understand and rock with.

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

If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?

Pros

I used this program for a few weeks trying it out to see if it would work with our teams flow. It provided a lot of great insight into our clients. One feature I did want to sped more time looking at was the integration with 3party apps like Google Docs. We also made good use of the mile stones and project management settings.

Review Source: Capterra
 

David from Hawaiian South Shore LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Easy to implement and it's very affordable

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

Keeps thing organized, the price is right.

Pros

We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient.

Cons

My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI.
The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it.

Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually!

Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days.
I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread.

Review Source: Capterra
 

Bartholomew from Sigenics Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Long time user verging toward long-suffering user

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

Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero.

Cons

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation.

Review Source: Capterra
 

Dana from SuperKlean Washdown Products

March 2018

March 2018

Overall OK but needs some improvement

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

As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents.

Pros

I like that I can keep separate lists of customers and leads. It's great to be able to add "tags" for reporting purposes. Since our customers are distributors, it great to be able to add our "end users" and link them to our customers.

Cons

It should be easier to add contacts directly to companies instead of having to add them separately and then link them together. That has been very cumbersome and time consuming for me. Also, you have to pay extra for the good reporting features which is also a bummer.

Review Source: Capterra