Insightly Software


 

Insightly CRM 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):
Mac OS, Web browser (OS agnostic), Windows 10

210 Reviews of Insightly

 

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Software Advice Reviews (79)
More Reviews (131)

Showing 1-20 of 79

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.

 
 

Elysha from CodeCraft School of Technology
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Nothing but trouble since March revisions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM.

Cons

Slow and very unhelpful customer service. Extremely poor functionality, navigation, and organization. Many bugs.... Then a severe lack of help in fixing said bugs. There is no number to call, and if you need help you can only speak with a general customer support member by scheduling a call, and only after expressing dissatisfaction, you are never put in touch with the technical team. I don't have the time nor willingness to become Insightly's tester by constantly reporting new issues, which then are either slowly to never resolved. There have been so many issues since the March updates, our website and other tools don't function properly because fields were renamed. Renaming and deleting tags rarely works, or you have to do so a few times in order for it to stick. Writing notes or emails - you can't bold, italic, or cross out text nor backspace/delete normal (screenshots already provided). My manual labor has increased ridiculously, and frustrations rise every time a new bug is found since the old ones are still an issue. It's hard to create proper reports since contacts/opportunities are separate items. There is no one to call to walk you through something if needed. I understand the price is lower, but I don't feel my company gets what it pays for anymore thanks to all these issues. I'm an extremely frustrated user... who is losing customers and gaining a lot of work and headaches thanks to this CRM.

 
 

emily from Debut Development
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great CRM for any size company.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Super great UI with lost of customization fields. Easy to learn with a great demo team to show you around.

Cons

Not quite the project management we expected. Some time line and project features but not enough to suit our needs.

 
 

Jesse from 5 Stones Group
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Strong features for managing history, but lacking in email integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would recommend it for people who are not concerned about gmail integration.

Pros

Full featured CRM with a great custom visual pipeline creator.
Easy to use
Support team is responsive.

Cons

Linking emails to customer/event records is time consuming.
When I used this software there was gmail plugin, so every time I got an email from a customer/prospect I would have to manually link it in order for it to be part of the records.

 
 

David from Fortnum Private Wealth
Specialty: Banking
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Strategically able to meet the needs of an SME business with up to 50 Users and hundreds of contacts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Excellent product and installed across the business in under 6 weeks fully implementation

Pros

Intuitive, fast, clever, simple in design, cost effective great support, availability of the system, the online help

Cons

The security options are not yet mature and there are some counterintuitive setups that cannot be resolved
The display screens are not customisable apart from filters

 
 
 
Showing 1-20 of 131

Vince from Swiftblue

January 2018

January 2018

LOVE, LOVE, LOVE Insightly! This was a game changer for us.

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

There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients even better.

Review Source: Capterra
 

Miguel from GMD
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Its completely fails in how you manage leads.

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

This software fills a lot of information about your leads in an automatically way.

Pros

The best thing in this software is a feature that fills automatically some information about your leads. Starting with the email the software uses the social medias like linkedin to fill the company, the position in the company, the phone number, the photo, etc.

Cons

The thing I really didn't like and push me to change CRM was the few options we have to categorize the leads, in the full process of a negotiation.

Review Source: Capterra
 

John from Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Simple CRM for Small 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 incredibly easy to set up and implement for a small team. The ability to combine CRM and Project Management is very useful.

Cons

Learning curve for non technical people is difficult. There are a couple of extra steps involved for each operation that could be streamlined for new users.

Review Source: GetApp
 

Amanda from SeatEngine Ticketing

December 2017

December 2017

My overall experience was positive and the straight forward

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 love that they have free version that you can use and that you have an option to upgrade to a paid version.

Cons

I've used other CRM's that allow me to upload emails conversations. This really helps when you're updated your contacts and trying to remember where you left off with someone. Unfortunately, this feature was not available in Insightly.

Review Source: Capterra

  Response: Insightly, Insightly

Date: December 2017

December 2017

 

Hi Amanda,
Thank you for the great review! We love hearing customer feedback and to address your comment on uploading emails, we do in fact have that capability. I will reach out to you in a separate message to give you info on how you can automatically link your emails to various records in Insightly.
Thank you,
Teresa Roche
Director of Customer Engagement

 


November 2017

November 2017

CRM Gold

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

Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow

Cons

lacks many features I found needed in other programs like Salesforce, prosper works CRM or Zoho CRM.

Review Source: Capterra
 


November 2017

November 2017

I had the free version. It was pretty great.

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

I like the free version.

Pros

Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow. Email tracking and templates. Great reporting capabilities. Expanded workflow management mobile apps.

Cons

Lead assignment rules only available to paid plans. No automatic email forwarding. Lead and contact information split into separate tabs. Pipelines not available for leads.

Review Source: Capterra
 


November 2017

November 2017

Powerful and Easy To Use 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

I love how easy it was to get started and then get into the more advanced features. This has made it so much easier to follow up with leads and close more business.

Cons

I'm a big UX guy. It's not the most cheery interface. It's a tall order when you have so much data to manage. It's a small nag for so much power!

Review Source: Capterra
 

Michael from Pursuit Training

November 2017

November 2017

Insightly was a great additional tool for my 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

I like the functionality and ease of use. It's been a great tool for my team to use on projects (especially when working remote).

Cons

It would be nice if it could sync somewhat with other software or email template platforms. For example in the fitness world, there's some great platform / templates that Insightly doesn't offer.

Review Source: Capterra
 


October 2017

October 2017

Good, but not great.

Ease-of-use

Functionality

Product Quality

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

Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user.

Cons

Insightly lacks many features I found needed. The CRM is a bit slow, and can't be tweaked into a personal tailor-made CRM.

Review Source: GetApp
 


October 2017

October 2017

Great Software, Easy Too Use, Needs more 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

We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program.

Pros

The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click.
Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place.

Cons

It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses.
I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags.

Review Source: Capterra

  Response: Insightly, Insightly

Date: October 2017

October 2017

 

Thank you for the great review!

We appreciate your feedback on your use case as a non-profit. Our Customer Success team put together this great webinar to learn more about how to manage your non-profit's activities with Insightly should you need more ideas: https://support.insight.ly/hc/en-us/articles/220630127-Recorded-Webinar-Do-More-Good-Spend-More-Time-Growing-your-Non-Profit.

Thank you!

The Insightly Team

 

Tim from Tim Jackson VO LLC

October 2017

October 2017

Insightly was my runner up when picking a CRM. The automation looked awesome.

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

What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it.

Pros

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Cons

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.

Review Source: Capterra
 


October 2017

October 2017

Gets the job done.

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 like that it stores all the contact information for clients and links up the emails to those accounts.

Cons

Easy to hit the minimum usage level before being required to upgrade to keep adding linking emails and adding new users.

Review Source: Capterra
 

Alejandro from Casa de Libertad
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Awesome app for more than 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

Integration with other apps, including Quickbooks.

Pros

The best part of it is the integrations. The apps you can integrate with are perfect for the operations of a sales team, or any team! We used it with the staff at our church and it worked great! we had the free version for couple of years now until we upgraded. Truly it is a great app. Also it syncs with the iPhone app.
This is 100% recommended if you use Google suite.

Cons

The only Con is the price. For a small company maybe is ok with a few users. But medium companies maybe will struggle with that price per user. But if your sales can take it in, no problem. You have to really get all that you can get from the app.

Review Source: Capterra
 

Joe from ActionVFX
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

I really like the idea of using Insightly, but I don't quite understand it's full power.

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 like that the software holds all of your contacts that you have encountered and helps keep you on track with tasks and keeping up with who you have or haven't contacted.

Cons

I don't understand it's full potential and it is a little frustrating. If I understood more I would possibly use it on a daily basis.

Review Source: Capterra
 

Susan from SWBmedia
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

When you need a CRM for small teams without the big price

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

Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well.

Pros

I really like Insightly as a budget option CRM for small businesses, and it's features have really grown over the years.

The pros:

Pricing - free option, can't beat that - the free option is good for up to 2 users, and 2500 contacts.

Very nice integration with Gmail and Chrome, that allows for a decent project management system to go.

Slack and Mailchimp integration for paid plans.

Segmentation and workflows for certain paid level plans.

It's definitely worth a look for smaller businesses.

Cons

Its simplicity is its drawback. For some, it will be too simple and too basic for more robust CRM needs.

Review Source: Capterra
 

Ben from Rockfit Messaging

September 2017

September 2017

Basic CRM that understands how sales work

Ease-of-use

Functionality

Product Quality

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

Converting leads to contacts is easy and satisfying. The interface is logical and fast. I like the app.

Cons

There isn't a great notepad for keeping track of the client's needs. I end up using a separate document to take notes.

Review Source: Capterra
 

Brett from ImpactPIxel
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Overall not a bad place to start for a CRM solution

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

helped streamline contacts as well as provided a central point of reference for all clients and marketing

Pros

App friendly, Integration with google and mailchimp, walk through upon set-up, low cost in comparison to the features that you get, easy to use interface

Cons

email tracking does not work via mobile, lead automation is costly and seems difficult to integrate

Review Source: Capterra
 

Wesley from TEcHonfidence
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

An affordable way to manage a busy small 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

This application is great at allowing me to manage a diverse range of tasks within my small business. The mobile and web applications are similar enough to make the transition between the two quite easy. I encourage many small businesses to leverage this application.

Cons

Some of the email tracking features are difficult enough that it's sometimes difficult to justify the effort to utilize them. Some predictive selection functionality would be a good way to address this.

Review Source: Capterra
 

Caitlin from Mars Marketing LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Not the perfect software for us, but helped organize our clients and keep our team on the same page

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

Customer management, a place to keep staff on task and abreast of new projects or to-do items

Pros

Clean design
Relatively easy to use and manage clients, spaces to add notes, contact info etc
Ease of working together with our team to keep on top of projects and clients

Cons

Intermittent bugs or failures to save or filter a search
Limited filtering of tasks and lacking organizational tasks
Email functionality is somewhat frustrating to use/implement when forwarding. Suggestion to integrate with Gmail

Review Source: Capterra
 

Scott from Rust automation and controls
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Excellent CRm for the money

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

The ability to access my entire CRM through my smart phone.

Pros

Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports.

Cons

Mobile app lags a bit. Also the interaction with the Phone application on the iPhone could function smoother. You have to push three different buttons in order to make a phone call through the application.

Review Source: Capterra